Platt Investment Counsel, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 7, 2026, Platt Investment Counsel, Llc disclosed 15 stock positions valued at approximately $145.30M as of quarter-end September 30, 2026. The largest holdings include VANGUARD WORLD FD, INVESCO QQQ TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 15
- Portfolio Value
- $145.30M
Holdings by Sector
Platt Investment Counsel, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | Other | 29.66% | 317,973 | -30,858 | -8.85% | $43,094,872 |
| INVESCO QQQ TR | QQQ | Other | 15.24% | 29,938 | -6,685 | -18.25% | $22,147,295 |
| ISHARES TR | IJH | Other | 14.03% | 283,339 | -2,746 | -0.96% | $20,386,271 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 9.25% | 174,010 | +29,283 | +20.23% | $13,442,273 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 8.31% | 145,591 | +54,215 | +59.33% | $12,079,685 |
| ISHARES TR | IWM | Other | 7.84% | 40,991 | +8,366 | +25.64% | $11,390,989 |
| VANGUARD BD INDEX FDS | BND | Other | 7.15% | 148,151 | -8,465 | -5.40% | $10,392,793 |
| VANGUARD BD INDEX FDS | BLV | Other | 6.89% | 159,642 | -5,322 | -3.23% | $10,014,343 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.37% | 8,525 | - | - | $531,960 |
| TESLA INC | TSLA | Consumer Cyclical | 0.32% | 1,320 | -30 | -2.22% | $468,349 |
| APPLE INC | AAPL | Technology | 0.25% | 1,111 | - | - | $369,985 |
| VANGUARD INDEX FDS | VOO | Other | 0.22% | 463 | - | - | $324,498 |
| ALPHABET INC | GOOGL | Communication Services | 0.22% | 928 | - | - | $319,306 |
| ISHARES TR | ILCG | Other | 0.20% | 2,507 | -131 | -4.97% | $293,244 |
| INVENTIVA SA | IVA | Healthcare | 0.03% | 12,260 | +12,260 | +100.00% | $45,239 |
Showing 15 of 15 holdings in the latest reporting period.