Platt Investment Counsel, LLC — 13F Holdings & Portfolio
CIK 1859195 · latest 13F-HR filed 2026-07-08
Platt Investment Counsel, LLC manages $149.3M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ESGV (30.91%), QQQ (18.07%), IJH (14.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 9, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
UNIT 202
CARY, NC 27519
$149.3M
Long-equity book
14
Distinct positions
2026-06-30
Filed 2026-07-08
+1 / −0 / ↑9 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WORLD FD$7.1M +18.3%
- INVESCO QQQ TR$5.7M +26.7%
- ISHARES TR$2.8M +14.3%
- ISHARES TR$1.7M +21.4%
- VANGUARD INTL EQUITY INDEX F$852.9K +12.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | ESGV | 921910733 | $46.1M | 30.91% | 348,831 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $27.0M | 18.07% | 36,623 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $22.1M | 14.78% | 286,085 | SH |
| 4 | VANGUARD BD INDEX FDS | BND | 921937835 | $11.5M | 7.70% | 156,616 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $11.4M | 7.66% | 144,727 | SH |
| 6 | VANGUARD BD INDEX FDS | BLV | 921937793 | $11.4M | 7.62% | 164,964 | SH |
| 7 | ISHARES TR | IWM | 464287655 | $9.8M | 6.57% | 32,625 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $7.7M | 5.13% | 91,376 | SH |
| 9 | TESLA INC | TSLA | 88160R101 | $567.8K | 0.38% | 1,350 | SH |
| 10 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $491.2K | 0.33% | 8,525 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $331.6K | 0.22% | 928 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $321.5K | 0.22% | 1,111 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $318.0K | 0.21% | 463 | SH |
| 14 | ISHARES TR | ILCG | 464287119 | $308.7K | 0.21% | 2,638 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-08 | $149.3M | 14 | 0002085853-26-000646 |
| 2026-03-31 | 2026-04-09 | $129.9M | 13 | 0002085853-26-000328 |
| 2025-12-31 | 2026-01-07 | $135.3M | 12 | 0002085853-26-000006 |