Filed: 10/14/2025ACC: 0002085853-25-000074
📋 What this filing means
PLATT INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $126.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$126.96M
Total AUM (reported)
1.33M
Total Shares
Allocation by class
ESG US STK ETF$47.52M37.4%
UNIT SER 1$25.91M20.4%
CORE S&P MCP ETF$17.88M14.1%
SHRT TRM CORP BD$10.89M8.6%
TOTAL BND MRKT$9.25M7.3%
LONG TERM BOND$6.97M5.5%
US TIPS ETF$6.69M5.3%
Portfolio Concentration
Top 3$91.31M71.9%
4–10$35.13M27.7%
11–25$514.0K0.4%
Top 3 weight
71.9%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 1.33M
Sole
Full voting authority
1.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
VANGUARD WORLD FD
SOLEShares401.20K
TypeSH
Market value$47.52M
37.43%
Sole
401.20K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares43.16K
TypeSH
Market value$25.91M
20.41%
Sole
43.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares274K
TypeSH
Market value$17.88M
14.08%
Sole
274K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares136.28K
TypeSH
Market value$10.89M
8.58%
Sole
136.28K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares124.35K
TypeSH
Market value$9.25M
7.28%
Sole
124.35K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares98.43K
TypeSH
Market value$6.97M
5.49%
Sole
98.43K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares248.36K
TypeSH
Market value$6.69M
5.27%
Sole
248.36K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.50K
TypeSH
Market value$667.1K
0.53%
Sole
1.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.35K
TypeSH
Market value$344.5K
0.27%
Sole
1.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3K
TypeSH
Market value$312.9K
0.25%
Sole
3K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares463.00
TypeSH
Market value$283.5K
0.22%
Sole
463.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares948.00
TypeSH
Market value$230.5K
0.18%
Sole
948.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 401.20K | SH | $47.52M 37.43% | 401.20K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 43.16K | SH | $25.91M 20.41% | 43.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 274K | SH | $17.88M 14.08% | 274K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 136.28K | SH | $10.89M 8.58% | 136.28K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 124.35K | SH | $9.25M 7.28% | 124.35K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 98.43K | SH | $6.97M 5.49% | 98.43K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 248.36K | SH | $6.69M 5.27% | 248.36K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.50K | SH | $667.1K 0.53% | 1.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.35K | SH | $344.5K 0.27% | 1.35K | 0.00 | 0.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 3K | SH | $312.9K 0.25% | 3K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 463.00 | SH | $283.5K 0.22% | 463.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 948.00 | SH | $230.5K 0.18% | 948.00 | 0.00 | 0.00 |