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 ($18.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Platt Investment Counsel, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |