Platt Investment Counsel, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Platt Investment Counsel, LLC reported 12 stock positions worth $127.0 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 37.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 20.4%) and iShares Core S&P Midcap ETF (IJH, 14.1%). Compared with Q2 2025, it opened 3 new positions, added to 4 and reduced 3. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $127.0M (Q3 2025)
- SEC Filing
- 0002085853-25-000074 ↗ filed Oct 14, 2025
Holdings Value
Holdings 12 stocks · $127.0M
| ESGV Vanguard ESG US Stock ETF | 37.43% | 401,203 | $47.5M | Add +4.4% |
| QQQ Invesco QQQ Trust Series 1 | 20.41% | 43,158 | $25.9M | Add +10.6% |
| IJH iShares Core S&P Midcap ETF | 14.08% | 274,005 | $17.9M | Add +12.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.58% | 136,285 | $10.9M | Reduce -32.1% |
| BND Vanguard Total Bond Market | 7.28% | 124,354 | $9.2M | New |
| BLV Vanguard Long-Term Bond ETF | 5.49% | 98,431 | $7.0M | Reduce -25.8% |
| SCHP Schwab U.S. Tips ETF | 5.27% | 248,356 | $6.7M | New |
| TSLA Tesla Inc. | 0.53% | 1,500 | $667K | No change |
| AAPL Apple Inc. | 0.27% | 1,353 | $345K | Reduce -1.6% |
| ILCG iShares Morningstar Growth E | 0.25% | 3,000 | $313K | No change |
| VOO Vanguard S&P 500 ETF | 0.22% | 463 | $284K | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.18% | 948 | $230K | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| BND Vanguard Total Bond Market | New | 7.28% | +7.28 |
| SCHP Schwab U.S. Tips ETF | New | 5.27% | +5.27 |
| GOOGL Alphabet Inc. Class A | New | 0.18% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +5.0% | 0.22% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.6% | 20.41% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Add +12.6% | 14.08% | −0.26 |
| ESGV Vanguard ESG US Stock ETF | Add +4.4% | 37.43% | −2.60 |
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 |