Platt Investment Counsel, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Platt Investment Counsel, LLC reported 10 stock positions worth $104.0 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 37.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 20.3%) and iShares Russell 2000 ETF (IWM, 15.9%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 6 and reduced 1. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale an exit from Vanguard ESG Intl Stock ETF (VSGX).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $104.0M (Q2 2024)
- SEC Filing
- 0001859195-24-000003 ↗ filed Jul 16, 2024
Holdings Value
Holdings 10 stocks · $104.0M
| ESGV Vanguard ESG US Stock ETF | 37.77% | 406,441 | $39.3M | Add +2.8% |
| QQQ Invesco QQQ Trust Series 1 | 20.34% | 44,144 | $21.1M | Add +1.6% |
| IWM iShares Russell 2000 ETF | 15.86% | 81,269 | $16.5M | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 13.43% | 238,683 | $14.0M | Add +3.0% |
| XLI SS Industrial Select Sector | 5.80% | 49,517 | $6.0M | Add +4.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.75% | 18,445 | $4.9M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 1.04% | 13,988 | $1.1M | Add +1.4% |
| ILCG iShares Morningstar Growth E | 0.38% | 4,792 | $390K | Reduce -12.5% |
| TSLA Tesla Inc. | 0.34% | 1,800 | $356K | No change |
| AAPL Apple Inc. | 0.30% | 1,487 | $313K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | New | 4.75% | +4.75 |
| ESGV Vanguard ESG US Stock ETF | Add +2.8% | 37.77% | +2.65 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 20.34% | +1.96 |
| IWM iShares Russell 2000 ETF | Add +4.9% | 15.86% | +0.33 |
| XLI SS Industrial Select Sector | Add +4.8% | 5.80% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.4% | 1.04% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +3.0% | 13.43% | +0.02 |
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 |