Platt Investment Counsel, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$129.9M
Q ending 2026-03-31
Prior quarter
$135.3M
Q ending 2025-12-31
Change
-4.0% QoQ · +28.2% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard World Fd | ESGV | Shares | $39.0M | 347K |
| Invesco Qqq Tr | QQQ | Shares | $21.3M | 37K |
| Ishares Tr | IJH | Shares | $19.3M | 286K |
| Vanguard Bd Index Fds | BND | Shares | $11.4M | 155K |
| Vanguard Scottsdale Fds | VCSH | Shares | $11.3M | 143K |
| Vanguard Bd Index Fds | BLV | Shares | $11.1M | 162K |
| Ishares Tr | IWM | Shares | $8.1M | 33K |
| Vanguard Intl Equity Index F | VEU | Shares | $6.8M | 91K |
| Tesla Inc | TSLA | Shares | $558K | 2K |
| Vanguard Index Fds | VOO | Shares | $277K | 463 |
| Ishares Tr | ILCG | Shares | $252K | 3K |
| Apple Inc | AAPL | Shares | $237K | 935 |
| Alphabet Inc | GOOGL | Shares | $207K | 720 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.