Platt Investment Counsel, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Platt Investment Counsel, LLC reported 13 stock positions worth $129.9 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 30.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 16.4%) and iShares Core S&P Midcap ETF (IJH, 14.9%). Compared with Q4 2025, it opened 1 new position, added to 4 and reduced 6. The biggest buy was a new position in Vanguard Ftse All-World Ex-U (VEU) and the biggest sale Vanguard ESG US Stock ETF (ESGV, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0001859195
- Portfolio Value
- $129.9M (Q1 2026)
- SEC Filing
- 0002085853-26-000328 ↗ filed Apr 9, 2026
Holdings Value
Holdings 13 stocks · $129.9M
| ESGV Vanguard ESG US Stock ETF | 30.01% | 347,214 | $39.0M | Reduce -13.6% |
| QQQ Invesco QQQ Trust Series 1 | 16.39% | 36,877 | $21.3M | Reduce -13.8% |
| IJH iShares Core S&P Midcap ETF | 14.86% | 285,814 | $19.3M | Add +3.5% |
| BND Vanguard Total Bond Market | 8.81% | 155,335 | $11.4M | Reduce -17.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.72% | 142,898 | $11.3M | Add +3.6% |
| BLV Vanguard Long-Term Bond ETF | 8.58% | 162,084 | $11.1M | Add +17.1% |
| IWM iShares Russell 2000 ETF | 6.22% | 32,567 | $8.1M | Add +38.8% |
| VEU Vanguard Ftse All-World Ex-U | 5.24% | 90,544 | $6.8M | New |
| TSLA Tesla Inc. | 0.43% | 1,500 | $558K | No change |
| VOO Vanguard S&P 500 ETF | 0.21% | 463 | $277K | No change |
| ILCG iShares Morningstar Growth E | 0.19% | 2,638 | $252K | Reduce -12.1% |
| AAPL Apple Inc. | 0.18% | 935 | $237K | Reduce -30.9% |
| GOOGL Alphabet Inc. Class A | 0.16% | 720 | $207K | Reduce -24.1% |
Portfolio Sells Q4 2025 → Q1 2026
| ESGV Vanguard ESG US Stock ETF | Reduce -13.6% | 30.01% | −5.92 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.8% | 16.39% | −3.02 |
| BND Vanguard Total Bond Market | Reduce -17.0% | 8.81% | −1.43 |
| AAPL Apple Inc. | Reduce -30.9% | 0.18% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -24.1% | 0.16% | −0.06 |
| ILCG iShares Morningstar Growth E | Reduce -12.1% | 0.19% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
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 |