Platt Investment Counsel, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Platt Investment Counsel, LLC reported 12 stock positions worth $135.3 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 35.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 19.4%) and iShares Core S&P Midcap ETF (IJH, 13.5%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 5 and reduced 1. The biggest buy was a new position in iShares Russell 2000 ETF (IWM) and the biggest sale an exit from Schwab U.S. Tips ETF (SCHP).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $135.3M (Q4 2025)
- SEC Filing
- 0002085853-26-000006 ↗ filed Jan 7, 2026
Holdings Value
Holdings 12 stocks · $135.3M
| ESGV Vanguard ESG US Stock ETF | 35.93% | 401,994 | $48.6M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 19.41% | 42,755 | $26.3M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 13.47% | 276,228 | $18.2M | Add +0.8% |
| BND Vanguard Total Bond Market | 10.24% | 187,104 | $13.9M | Add +50.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.13% | 137,917 | $11.0M | Add +1.2% |
| BLV Vanguard Long-Term Bond ETF | 7.11% | 138,449 | $9.6M | Add +40.7% |
| IWM iShares Russell 2000 ETF | 4.27% | 23,469 | $5.8M | New |
| TSLA Tesla Inc. | 0.50% | 1,500 | $675K | No change |
| AAPL Apple Inc. | 0.27% | 1,353 | $368K | No change |
| ILCG iShares Morningstar Growth E | 0.23% | 3,000 | $312K | No change |
| GOOGL Alphabet Inc. Class A | 0.22% | 948 | $297K | No change |
| VOO Vanguard S&P 500 ETF | 0.21% | 463 | $290K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| IWM iShares Russell 2000 ETF | New | 4.27% | +4.27 |
| BND Vanguard Total Bond Market | Add +50.5% | 10.24% | +2.96 |
| BLV Vanguard Long-Term Bond ETF | Add +40.7% | 7.11% | +1.62 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.2% | 8.13% | −0.45 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 13.47% | −0.61 |
| ESGV Vanguard ESG US Stock ETF | Add +0.2% | 35.93% | −1.50 |
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 |