Platt Investment Counsel, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Platt Investment Counsel, LLC reported 10 stock positions worth $101.3 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 38.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 18.4%) and iShares Core S&P Midcap ETF (IJH, 14.2%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 4 and reduced 3. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +1008%) and the biggest sale iShares Russell 2000 ETF (IWM, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $101.3M (Q1 2025)
- SEC Filing
- 0001667731-25-000391 ↗ filed Apr 10, 2025
Holdings Value
Holdings 10 stocks · $101.3M
| ESGV Vanguard ESG US Stock ETF | 38.08% | 393,972 | $38.6M | Add +3.9% |
| QQQ Invesco QQQ Trust Series 1 | 18.37% | 39,699 | $18.6M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 14.18% | 246,319 | $14.4M | Add +4.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 13.02% | 167,154 | $13.2M | Add +1008.5% |
| IWM iShares Russell 2000 ETF | 8.92% | 45,327 | $9.0M | Reduce -38.1% |
| BLV Vanguard Long-Term Bond ETF | 6.26% | 90,148 | $6.3M | New |
| TSLA Tesla Inc. | 0.38% | 1,500 | $389K | Reduce -16.7% |
| AAPL Apple Inc. | 0.30% | 1,375 | $305K | No change |
| ILCG iShares Morningstar Growth E | 0.26% | 3,276 | $265K | Reduce -10.0% |
| VOO Vanguard S&P 500 ETF | 0.22% | 441 | $227K | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| VCSH Vanguard S/T Corp. Bond ETF | Add +1008.5% | 13.02% | +11.90 |
| BLV Vanguard Long-Term Bond ETF | New | 6.26% | +6.26 |
| VOO Vanguard S&P 500 ETF | New | 0.22% | +0.22 |
| IJH iShares Core S&P Midcap ETF | Add +4.5% | 14.18% | +0.16 |
| ESGV Vanguard ESG US Stock ETF | Add +3.9% | 38.08% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 18.37% | −0.65 |
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 |