Platt Investment Counsel, LLC 13F Holdings · Q3 2026
Platt Investment Counsel, LLC reported 15 securities worth $145.30M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: ESGV (29.66%), QQQ (15.24%), IJH (14.03%). Among its top 25 positions this quarter: 1 new, 3 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | $43.1M | 29.66% | 317,973 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $22.1M | 15.24% | 29,938 | Trimmed |
| 3 | IJH | ISHARES TR | $20.4M | 14.03% | 283,339 | Trimmed |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $13.4M | 9.25% | 174,010 | Added |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $12.1M | 8.31% | 145,591 | Added |
| 6 | IWM | ISHARES TR | $11.4M | 7.84% | 40,991 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $10.4M | 7.15% | 148,151 | Trimmed |
| 8 | BLV | VANGUARD BD INDEX FDS | $10.0M | 6.89% | 159,642 | Trimmed |
| 9 | BMY | BRISTOL-MYERS SQUIBB CO | $531,960 | 0.37% | 8,525 | Hold |
| 10 | TSLA | TESLA INC | $468,349 | 0.32% | 1,320 | Trimmed |
| 11 | AAPL | APPLE INC | $369,985 | 0.25% | 1,111 | Hold |
| 12 | GOOGL | ALPHABET INC | $319,306 | 0.22% | 928 | Hold |
| 13 | VOO | VANGUARD INDEX FDS | $324,498 | 0.22% | 463 | Hold |
| 14 | ILCG | ISHARES TR | $293,244 | 0.20% | 2,507 | Trimmed |
| 15 | IVA | INVENTIVA SA | $45,239 | 0.03% | 12,260 | New |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR