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 79.12% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: BMY, ESGV, BLV, VCSH, BND, GOOGL, VEU, AAPL, IJH, IWM.
- Started 1 new stock position in BMY.
- Reduced shares in these 2 stocks: QQQ, TSLA.
- Platt Investment Counsel was a net buyer of stock by $1.1M.
- Platt Investment Counsel has $149M in assets under management (AUM), dropping by 14.91%.
- Central Index Key (CIK): 0001859195
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Portfolio Holdings for Platt Investment Counsel
Platt Investment Counsel holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 30.9 | $46M | 349k | 132.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.1 | $27M | 37k | 736.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 14.8 | $22M | 286k | 77.11 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.7 | $12M | 157k | 73.41 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 7.7 | $11M | 145k | 79.03 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 7.6 | $11M | 165k | 68.93 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.6 | $9.8M | 33k | 300.45 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.1 | $7.7M | 91k | 83.75 |
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| Tesla Motors (TSLA) | 0.4 | $568k | -10% | 1.4k | 420.60 |
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| Bristol Myers Squibb (BMY) | 0.3 | $491k | NEW | 8.5k | 57.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $332k | +28% | 928.00 | 357.37 |
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| Apple (AAPL) | 0.2 | $322k | +18% | 1.1k | 289.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $318k | 463.00 | 686.81 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $309k | 2.6k | 117.02 |
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Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020
- Platt Investment Counsel 2026 Q2 filed July 8, 2026
- 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