Platt Investment Counsel, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Platt Investment Counsel, LLC reported 14 stock positions worth $149.3 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 30.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 18.1%) and iShares Core S&P Midcap ETF (IJH, 14.8%). Compared with Q1 2026, it opened 1 new position, added to 9 and reduced 2. The biggest buy was Vanguard ESG US Stock ETF (ESGV, shares +0%) and the biggest sale Tesla (TSLA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $149.3M (Q2 2026)
- SEC Filing
- 0002085853-26-000646 ↗ filed Jul 8, 2026
Holdings Value
Holdings 14 stocks · $149.3M
| ESGV Vanguard ESG US Stock ETF | 30.91% | 348,831 | $46.1M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 18.07% | 36,623 | $27.0M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 14.78% | 286,085 | $22.1M | Add +0.1% |
| BND Vanguard Total Bond Market | 7.70% | 156,616 | $11.5M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 7.66% | 144,727 | $11.4M | Add +1.3% |
| BLV Vanguard Long-Term Bond ETF | 7.62% | 164,964 | $11.4M | Add +1.8% |
| IWM iShares Russell 2000 ETF | 6.57% | 32,625 | $9.8M | Add +0.2% |
| VEU Vanguard Ftse All-World Ex-U | 5.13% | 91,376 | $7.7M | Add +0.9% |
| TSLA Tesla Inc. | 0.38% | 1,350 | $568K | Reduce -10.0% |
| BMY Bristol-Myers Squibb Co. | 0.33% | 8,525 | $491K | New |
| GOOGL Alphabet Inc. Class A | 0.22% | 928 | $332K | Add +28.9% |
| AAPL Apple Inc. | 0.22% | 1,111 | $321K | Add +18.8% |
| VOO Vanguard S&P 500 ETF | 0.21% | 463 | $318K | No change |
| ILCG iShares Morningstar Growth E | 0.21% | 2,638 | $309K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| ESGV Vanguard ESG US Stock ETF | Add +0.5% | 30.91% | +0.89 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 6.57% | +0.35 |
| BMY Bristol-Myers Squibb Co. | New | 0.33% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +28.9% | 0.22% | +0.06 |
| AAPL Apple Inc. | Add +18.8% | 0.22% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 14.78% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.9% | 5.13% | −0.11 |
| BLV Vanguard Long-Term Bond ETF | Add +1.8% | 7.62% | −0.96 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.3% | 7.66% | −1.06 |
| BND Vanguard Total Bond Market | Add +0.8% | 7.70% | −1.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $149.3M | ESGV, QQQ, IJH, BND, VCSH |
| Q1 2026 | 13 | $129.9M | ESGV, QQQ, IJH, BND, VCSH |
| Q4 2025 | 12 | $135.3M | ESGV, QQQ, IJH, BND, VCSH |
| Q3 2025 | 12 | $127.0M | ESGV, QQQ, IJH, VCSH, BND |
| Q2 2025 | 9 | $105.2M | ESGV, QQQ, VCSH, IJH, BLV |
| Q1 2025 | 10 | $101.3M | ESGV, QQQ, IJH, VCSH, IWM |
| Q4 2024 | 10 | $104.8M | ESGV, QQQ, IWM, IJH, XLI |
| Q3 2024 | 10 | $112.7M | ESGV, QQQ, IWM, IJH, XLI |
| Q2 2024 | 10 | $104.0M | ESGV, QQQ, IWM, IJH, XLI |
| Q1 2024 | 10 | $104.9M | ESGV, QQQ, IWM, IJH, VSGX |