Platt Investment Counsel, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Platt Investment Counsel, LLC held in its portfolio 12 assets valued at $135,319,785 (i.e. $135.32M).

The most valuable assets in the portfolio included: VANGUARD WORLD FD ($48.63M), INVESCO QQQ TR ($26.27M), and ISHARES TR ($18.23M).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Platt Investment Counsel, LLC Portfolio
VANGUARD WORLD FD
INVESCO QQQ TR
ISHARES TR
VANGUARD BD INDEX FDS
VANGUARD SCOTTSDALE FDS
VANGUARD BD INDEX FDS
ISHARES TR
TESLA INC
APPLE INC
ISHARES TR
Platt Investment Counsel, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
VANGUARD WORLD FD 401994 48625217 ESG US STK ETF
INVESCO QQQ TR 42755 26264874 UNIT SER 1
ISHARES TR 276228 18231064 CORE S&P MCP ETF
VANGUARD BD INDEX FDS 187104 13858793 TOTAL BND MRKT
VANGUARD SCOTTSDALE FDS 137917 10996122 SHRT TRM CORP BD
VANGUARD BD INDEX FDS 138449 9624974 LONG TERM BOND
ISHARES TR 23469 5777129 RUSSELL 2000 ETF
TESLA INC 1500 674580 COM
APPLE INC 1353 367827 COM
ISHARES TR 3000 312120 MORNINGSTAR GRWT
ALPHABET INC 948 296724 CAP STK CL A
VANGUARD INDEX FDS 463 290361 S&P 500 ETF SHS