Platt Investment Counsel, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Platt Investment Counsel, LLC reported 10 stock positions worth $112.7 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 37.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 19.6%) and iShares Russell 2000 ETF (IWM, 17.3%). Compared with Q2 2024, it added to 6 and reduced 2. The biggest buy was iShares Russell 2000 ETF (IWM, shares +9%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $112.7M (Q3 2024)
- SEC Filing
- 0001859195-24-000004 ↗ filed Oct 24, 2024
Holdings Value
Holdings 10 stocks · $112.7M
| ESGV Vanguard ESG US Stock ETF | 37.10% | 411,198 | $41.8M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 19.56% | 45,146 | $22.0M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 17.31% | 88,308 | $19.5M | Add +8.7% |
| IJH iShares Core S&P Midcap ETF | 13.31% | 240,585 | $15.0M | Add +0.8% |
| XLI SS Industrial Select Sector | 6.18% | 51,406 | $7.0M | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.54% | 18,069 | $5.1M | Reduce -2.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.99% | 14,103 | $1.1M | Add +0.8% |
| TSLA Tesla Inc. | 0.42% | 1,800 | $471K | No change |
| AAPL Apple Inc. | 0.31% | 1,487 | $346K | No change |
| ILCG iShares Morningstar Growth E | 0.28% | 3,700 | $311K | Reduce -22.8% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| IWM iShares Russell 2000 ETF | Add +8.7% | 17.31% | +1.46 |
| XLI SS Industrial Select Sector | Add +3.8% | 6.18% | +0.38 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.8% | 0.99% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 13.31% | −0.12 |
| ESGV Vanguard ESG US Stock ETF | Add +1.2% | 37.10% | −0.66 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 19.56% | −0.78 |
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 |