Platt Investment Counsel, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Platt Investment Counsel, Llc disclosed 14 stock positions valued at approximately $149.26M as of quarter-end June 30, 2026. The largest holdings include VANGUARD WORLD FD, INVESCO QQQ TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $149.26M
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 |