Platt Investment Counsel, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Platt Investment Counsel, LLC reported 10 stock positions worth $104.8 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 38.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 19.0%) and iShares Russell 2000 ETF (IWM, 15.4%). Compared with Q3 2024, it added to 1 and reduced 8. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +7%) and the biggest sale iShares Russell 2000 ETF (IWM, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $104.8M (Q4 2024)
- SEC Filing
- 0001667731-25-000040 ↗ filed Jan 15, 2025
Holdings Value
Holdings 10 stocks · $104.8M
| ESGV Vanguard ESG US Stock ETF | 37.95% | 379,168 | $39.8M | Reduce -7.8% |
| QQQ Invesco QQQ Trust Series 1 | 19.02% | 38,982 | $19.9M | Reduce -13.7% |
| IWM iShares Russell 2000 ETF | 15.45% | 73,252 | $16.2M | Reduce -17.1% |
| IJH iShares Core S&P Midcap ETF | 14.02% | 235,742 | $14.7M | Reduce -2.0% |
| XLI SS Industrial Select Sector | 6.27% | 49,873 | $6.6M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 4.84% | 17,492 | $5.1M | Reduce -3.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.12% | 15,080 | $1.2M | Add +6.9% |
| TSLA Tesla Inc. | 0.69% | 1,800 | $727K | No change |
| AAPL Apple Inc. | 0.33% | 1,375 | $344K | Reduce -7.5% |
| ILCG iShares Morningstar Growth E | 0.31% | 3,640 | $326K | Reduce -1.6% |
Portfolio Sells Q3 2024 → Q4 2024
| IWM iShares Russell 2000 ETF | Reduce -17.1% | 15.45% | −1.87 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.7% | 19.02% | −0.54 |
| AAPL Apple Inc. | Reduce -7.5% | 0.33% | +0.02 |
| ILCG iShares Morningstar Growth E | Reduce -1.6% | 0.31% | +0.04 |
| XLI SS Industrial Select Sector | Reduce -3.0% | 6.27% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.2% | 4.84% | +0.30 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.0% | 14.02% | +0.71 |
| ESGV Vanguard ESG US Stock ETF | Reduce -7.8% | 37.95% | +0.85 |
Portfolio Buys Q3 2024 → Q4 2024
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.9% | 1.12% | +0.13 |
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 |