Platt Investment Counsel
Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGV, QQQ, IJH, BND, VCSH, and represent 78.79% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 5 stocks: VEU (+$6.8M), IWM, BLV, IJH, VCSH.
- Started 1 new stock position in VEU.
- Reduced shares in these 6 stocks: ESGV (-$6.2M), QQQ, BND, AAPL, GOOGL, ILCG.
- Platt Investment Counsel was a net seller of stock by $-365k.
- Platt Investment Counsel has $130M in assets under management (AUM), dropping by -4.01%.
- Central Index Key (CIK): 0001859195
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Portfolio Holdings for Platt Investment Counsel
Platt Investment Counsel holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 30.0 | $39M | -13% | 347k | 112.27 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.4 | $21M | -13% | 37k | 577.18 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 14.9 | $19M | +3% | 286k | 67.53 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.8 | $11M | -16% | 155k | 73.64 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.7 | $11M | +3% | 143k | 79.27 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 8.6 | $11M | +17% | 162k | 68.78 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $8.1M | +38% | 33k | 248.00 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.2 | $6.8M | NEW | 91k | 75.10 |
|
| Tesla Motors (TSLA) | 0.4 | $558k | 1.5k | 371.75 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $277k | 463.00 | 597.55 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $252k | -12% | 2.6k | 95.48 |
|
| Apple (AAPL) | 0.2 | $237k | -30% | 935.00 | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $207k | -24% | 720.00 | 287.56 |
|
Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020
- Platt Investment Counsel 2026 Q1 filed April 9, 2026
- Platt Investment Counsel 2025 Q4 filed Jan. 7, 2026
- Platt Investment Counsel 2025 Q3 filed Oct. 14, 2025
- Platt Investment Counsel 2025 Q2 filed July 7, 2025
- Platt Investment Counsel 2025 Q1 filed April 10, 2025
- Platt Investment Counsel 2024 Q4 filed Jan. 15, 2025
- Platt Investment Counsel 2024 Q3 filed Oct. 24, 2024
- Platt Investment Counsel 2024 Q2 filed July 16, 2024
- Platt Investment Counsel 2024 Q1 filed April 19, 2024
- Platt Investment Counsel 2023 Q4 filed Jan. 9, 2024
- Platt Investment Counsel 2023 Q3 filed Oct. 10, 2023
- Platt Investment Counsel 2023 Q2 filed July 13, 2023
- Platt Investment Counsel 2023 Q1 filed April 6, 2023
- Platt Investment Counsel 2022 Q4 filed Jan. 17, 2023
- Platt Investment Counsel 2022 Q3 filed Oct. 12, 2022
- Platt Investment Counsel 2022 Q2 filed July 11, 2022