Platt Investment Counsel, LLC
CIK 0001859195 · CARY, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source ↗
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
Top Holdings
ESGV
VANGUARD WORLD FD
30.9%
QQQ
INVESCO QQQ TR
18.1%
IJH
ISHARES TR
14.8%
BND
VANGUARD BD INDEX FDS
7.7%
VCSH
VANGUARD SCOTTSDALE FDS
7.7%
BLV
VANGUARD BD INDEX FDS
7.6%
IWM
ISHARES TR
6.6%
VEU
VANGUARD INTL EQUITY INDEX F
5.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.