Platt Investment Counsel, LLC — 13F Holdings & Portfolio
CIK 1859195 · latest 13F-HR filed 2026-04-09
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.
$129.9M
Long-equity book
13
Distinct positions
2026-03-31
Filed 2026-04-09
+1 / −0 / ↑3 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.3M +39.8%
- VANGUARD BD INDEX FDS$1.5M +15.8%
- ISHARES TR$1.1M +5.9%
Top Trims
- VANGUARD WORLD FD-$9.6M -19.8%
- INVESCO QQQ TR-$5.0M -19.0%
- VANGUARD BD INDEX FDS-$2.4M -17.5%
- APPLE INC-$130.5K -35.5%
- TESLA INC-$117.0K -17.3%
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 | $39.0M | 30.01% | 347,214 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $21.3M | 16.39% | 36,877 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $19.3M | 14.86% | 285,814 | SH |
| 4 | VANGUARD BD INDEX FDS | BND | 921937835 | $11.4M | 8.81% | 155,335 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $11.3M | 8.72% | 142,898 | SH |
| 6 | VANGUARD BD INDEX FDS | BLV | 921937793 | $11.1M | 8.58% | 162,084 | SH |
| 7 | ISHARES TR | IWM | 464287655 | $8.1M | 6.22% | 32,567 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $6.8M | 5.24% | 90,544 | SH |
| 9 | TESLA INC | TSLA | 88160R101 | $557.6K | 0.43% | 1,500 | SH |
| 10 | VANGUARD INDEX FDS | VOO | 922908363 | $276.7K | 0.21% | 463 | SH |
| 11 | ISHARES TR | ILCG | 464287119 | $251.9K | 0.19% | 2,638 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $237.3K | 0.18% | 935 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $207.0K | 0.16% | 720 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $129.9M | 13 | 0002085853-26-000328 |
| 2025-12-31 | 2026-01-07 | $135.3M | 12 | 0002085853-26-000006 |