Filed: 1/7/2026ACC: 0002085853-26-000006
📋 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 $135.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$135.32M
Total AUM (reported)
1.22M
Total Shares
Allocation by class
ESG US STK ETF$48.63M35.9%
UNIT SER 1$26.26M19.4%
CORE S&P MCP ETF$18.23M13.5%
TOTAL BND MRKT$13.86M10.2%
SHRT TRM CORP BD$11.00M8.1%
LONG TERM BOND$9.62M7.1%
RUSSELL 2000 ETF$5.78M4.3%
Portfolio Concentration
Top 3$93.12M68.8%
4–10$41.61M30.8%
11–25$587.1K0.4%
Top 3 weight
68.8%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Sole
Full voting authority
1.22M
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
SOLEShares401.99K
TypeSH
Market value$48.63M
35.93%
Sole
401.99K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares42.76K
TypeSH
Market value$26.26M
19.41%
Sole
42.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares276.23K
TypeSH
Market value$18.23M
13.47%
Sole
276.23K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares187.10K
TypeSH
Market value$13.86M
10.24%
Sole
187.10K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares137.92K
TypeSH
Market value$11.00M
8.13%
Sole
137.92K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares138.45K
TypeSH
Market value$9.62M
7.11%
Sole
138.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.47K
TypeSH
Market value$5.78M
4.27%
Sole
23.47K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.50K
TypeSH
Market value$674.6K
0.50%
Sole
1.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.35K
TypeSH
Market value$367.8K
0.27%
Sole
1.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3K
TypeSH
Market value$312.1K
0.23%
Sole
3K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares948.00
TypeSH
Market value$296.7K
0.22%
Sole
948.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares463.00
TypeSH
Market value$290.4K
0.21%
Sole
463.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 401.99K | SH | $48.63M 35.93% | 401.99K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 42.76K | SH | $26.26M 19.41% | 42.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 276.23K | SH | $18.23M 13.47% | 276.23K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 187.10K | SH | $13.86M 10.24% | 187.10K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 137.92K | SH | $11.00M 8.13% | 137.92K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 138.45K | SH | $9.62M 7.11% | 138.45K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 23.47K | SH | $5.78M 4.27% | 23.47K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.50K | SH | $674.6K 0.50% | 1.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.35K | SH | $367.8K 0.27% | 1.35K | 0.00 | 0.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 3K | SH | $312.1K 0.23% | 3K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 948.00 | SH | $296.7K 0.22% | 948.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 463.00 | SH | $290.4K 0.21% | 463.00 | 0.00 | 0.00 |