Platt Investment Counsel, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Platt Investment Counsel, LLC reported 10 stock positions worth $104.9 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 35.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 18.4%) and iShares Russell 2000 ETF (IWM, 15.5%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 2 and reduced 4. The biggest buy was SS Industrial Select Sector (XLI, shares +69%) and the biggest sale Vanguard ESG Intl Stock ETF (VSGX, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $104.9M (Q1 2024)
- SEC Filing
- 0001859195-24-000002 ↗ filed Apr 19, 2024
Holdings Value
Holdings 10 stocks · $104.9M
| ESGV Vanguard ESG US Stock ETF | 35.11% | 395,419 | $36.8M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 18.38% | 43,436 | $19.3M | Reduce -2.4% |
| IWM iShares Russell 2000 ETF | 15.53% | 77,486 | $16.3M | Add +16.1% |
| IJH iShares Core S&P Midcap ETF | 13.42% | 231,802 | $14.1M | Reduce -0.3% |
| VSGX Vanguard ESG Intl Stock ETF | 9.94% | 181,546 | $10.4M | Reduce -25.2% |
| XLI SS Industrial Select Sector | 5.67% | 47,264 | $6.0M | Add +69.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.02% | 13,797 | $1.1M | New |
| ILCG iShares Morningstar Growth E | 0.39% | 5,475 | $413K | No change |
| TSLA Tesla Inc. | 0.30% | 1,800 | $316K | No change |
| AAPL Apple Inc. | 0.24% | 1,487 | $255K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |