Platt Investment Counsel, LLC

CIK 0001859195 · CARY, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

Platt Investment Counsel, LLC reported 14 positions worth $149.3M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: ESGV (30.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$149.3M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.1%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ESGVVANGUARD WORLD FDSH$46.1M30.91%348,831
2QQQINVESCO QQQ TRSH$27.0M18.07%36,623
3IJHISHARES TRSH$22.1M14.78%286,085
4BNDVANGUARD BD INDEX FDSSH$11.5M7.70%156,616
5VCSHVANGUARD SCOTTSDALE FDSSH$11.4M7.66%144,727
6BLVVANGUARD BD INDEX FDSSH$11.4M7.62%164,964
7IWMISHARES TRSH$9.8M6.57%32,625
8VEUVANGUARD INTL EQUITY INDEX FSH$7.7M5.13%91,376
9TSLATESLA INCSH$567.8K0.38%1,350
10BMYBRISTOL-MYERS SQUIBB COSH$491.2K0.33%8,525

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Platt Investment Counsel, LLC hold as of Q2 2026?

Platt Investment Counsel, LLC reported 14 positions worth $149.3M in its Q2 2026 13F filing. Largest positions: ESGV (30.9%), QQQ (18.1%), IJH (14.8%), BND (7.7%) and VCSH (7.7%).

What did Platt Investment Counsel, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Platt Investment Counsel, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.