Platt Investment Counsel, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Platt Investment Counsel, LLC reported 9 stock positions worth $105.2 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 40.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 20.5%) and Vanguard S/T Corp. Bond ETF (VCSH, 15.2%). Compared with Q1 2025, it sold out of 1, added to 2 and reduced 4. The biggest buy was Vanguard Long-Term Bond ETF (BLV, shares +47%) and the biggest sale an exit from iShares Russell 2000 ETF (IWM).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $105.2M (Q2 2025)
- SEC Filing
- 0001667731-25-000731 ↗ filed Jul 7, 2025
Holdings Value
Holdings 9 stocks · $105.2M
| ESGV Vanguard ESG US Stock ETF | 40.03% | 384,193 | $42.1M | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 20.46% | 39,039 | $21.5M | Reduce -1.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 15.16% | 200,726 | $16.0M | Add +20.1% |
| IJH iShares Core S&P Midcap ETF | 14.34% | 243,377 | $15.1M | Reduce -1.2% |
| BLV Vanguard Long-Term Bond ETF | 8.76% | 132,612 | $9.2M | Add +47.1% |
| TSLA Tesla Inc. | 0.45% | 1,500 | $476K | No change |
| ILCG iShares Morningstar Growth E | 0.28% | 3,000 | $291K | Reduce -8.4% |
| AAPL Apple Inc. | 0.27% | 1,375 | $282K | No change |
| VOO Vanguard S&P 500 ETF | 0.24% | 441 | $251K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |