Platt Investment Counsel, LLC Top Holdings and 13F Report (2026) About Platt Investment Counsel, LLCInvestment ActivityPlatt Investment Counsel, LLC has $149.26 million in total holdings as of June 30, 2026.Platt Investment Counsel, LLC owns shares of 14 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.92% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Platt Investment Counsel, LLC has purchased 13 new stocks and bought additional shares in 9 stocks.Platt Investment Counsel, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard ESG U.S. Stock ETF $46,129,409Invesco QQQ $26,969,238iShares Core S&P Mid-Cap ETF $22,060,041Vanguard Total Bond Market ETF $11,497,181Vanguard Short-Term Corporate Bond ETF $11,437,775 Largest New Holdings this Quarter 110122108 - Bristol Myers Squibb $491,211 Holding Largest Purchases this Quarter Bristol Myers Squibb 8,525 shares (about $491.21K)Vanguard ESG U.S. Stock ETF 1,617 shares (about $213.83K)Vanguard Long-Term Bond ETF 2,880 shares (about $198.52K)Vanguard Short-Term Corporate Bond ETF 1,829 shares (about $144.55K)Vanguard Total Bond Market ETF 1,281 shares (about $94.04K) Largest Sales this Quarter Invesco QQQ 254 shares (about $187.05K)Tesla 150 shares (about $63.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatt Investment Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGVVanguard ESG U.S. Stock ETF$46,129,409$213,832 â–²0.5%348,83130.9%ETFQQQInvesco QQQ$26,969,238$187,046 â–¼-0.7%36,62318.1%FinanceIJHiShares Core S&P Mid-Cap ETF$22,060,041$20,897 â–²0.1%286,08514.8%ETFBNDVanguard Total Bond Market ETF$11,497,181$94,038 â–²0.8%156,6167.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$11,437,775$144,546 â–²1.3%144,7277.7%ETFBLVVanguard Long-Term Bond ETF$11,370,969$198,518 â–²1.8%164,9647.6%ETFIWMiShares Russell 2000 ETF$9,802,181$17,426 â–²0.2%32,6256.6%FinanceVEUVanguard FTSE All-World ex-US ETF$7,652,740$69,680 â–²0.9%91,3765.1%ETFTSLATesla$567,810$63,090 â–¼-10.0%1,3500.4%Auto/Tires/TrucksBMYBristol Myers Squibb$491,211$491,211 â–²New Holding8,5250.3%MedicalGOOGLAlphabet$331,639$74,333 â–²28.9%9280.2%Computer and TechnologyAAPLApple$321,479$50,927 â–²18.8%1,1110.2%Computer and TechnologyVOOVanguard S&P 500 ETF$317,9930.0%4630.2%ETFILCGiShares Morningstar Growth ETF$308,6990.0%2,6380.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
