Platt Investment Counsel, Llc Portfolio Stock Holdings
Platt Investment Counsel, Llc disclosed 14 stock positions valued at approximately $149.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, INVESCO QQQ TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $149.3M
Holdings by Sector
Platt Investment Counsel, Llc Portfolio Holdings in Q2 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | Other | 30.91% | 348,831 | +1,617 | +0.47% | $46,129,409 |
| INVESCO QQQ TR | QQQ | Other | 18.07% | 36,623 | -254 | -0.69% | $26,969,238 |
| ISHARES TR | IJH | Other | 14.78% | 286,085 | +271 | +0.09% | $22,060,041 |
| VANGUARD BD INDEX FDS | BND | Other | 7.70% | 156,616 | +1,281 | +0.82% | $11,497,181 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 7.66% | 144,727 | +1,829 | +1.28% | $11,437,775 |
| VANGUARD BD INDEX FDS | BLV | Other | 7.62% | 164,964 | +2,880 | +1.78% | $11,370,969 |
| ISHARES TR | IWM | Other | 6.57% | 32,625 | +58 | +0.18% | $9,802,181 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 5.13% | 91,376 | +832 | +0.92% | $7,652,740 |
| TESLA INC | TSLA | Consumer Cyclical | 0.38% | 1,350 | -150 | -10.00% | $567,810 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.33% | 8,525 | +8,525 | +100.00% | $491,211 |
| ALPHABET INC | GOOGL | Communication Services | 0.22% | 928 | +208 | +28.89% | $331,639 |
| APPLE INC | AAPL | Technology | 0.22% | 1,111 | +176 | +18.82% | $321,479 |
| VANGUARD INDEX FDS | VOO | Other | 0.21% | 463 | - | - | $317,993 |
| ISHARES TR | ILCG | Other | 0.21% | 2,638 | - | - | $308,699 |