Filed: 4/9/2026ACC: 0002085853-26-000328
📋 What this filing means
PLATT INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $129.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$129.89M
Total AUM (reported)
1.26M
Total Shares
Allocation by class
ESG US STK ETF$38.98M30.0%
UNIT SER 1$21.28M16.4%
CORE S&P MCP ETF$19.30M14.9%
TOTAL BND MRKT$11.44M8.8%
SHRT TRM CORP BD$11.33M8.7%
LONG TERM BOND$11.15M8.6%
RUSSELL 2000 ETF$8.08M6.2%
Portfolio Concentration
Top 3$79.57M61.3%
4–10$49.63M38.2%
11–25$696.2K0.5%
Top 3 weight
61.3%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Sole
Full voting authority
1.26M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
VANGUARD WORLD FD
SOLEShares347.21K
TypeSH
Market value$38.98M
30.01%
Sole
347.21K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares36.88K
TypeSH
Market value$21.28M
16.39%
Sole
36.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares285.81K
TypeSH
Market value$19.30M
14.86%
Sole
285.81K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares155.34K
TypeSH
Market value$11.44M
8.81%
Sole
155.34K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares142.90K
TypeSH
Market value$11.33M
8.72%
Sole
142.90K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares162.08K
TypeSH
Market value$11.15M
8.58%
Sole
162.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.57K
TypeSH
Market value$8.08M
6.22%
Sole
32.57K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares90.54K
TypeSH
Market value$6.80M
5.24%
Sole
90.54K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.50K
TypeSH
Market value$557.6K
0.43%
Sole
1.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares463.00
TypeSH
Market value$276.7K
0.21%
Sole
463.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.64K
TypeSH
Market value$251.9K
0.19%
Sole
2.64K
Shared
0.00
None
0.00
APPLE INC
SOLEShares935.00
TypeSH
Market value$237.3K
0.18%
Sole
935.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares720.00
TypeSH
Market value$207.0K
0.16%
Sole
720.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 347.21K | SH | $38.98M 30.01% | 347.21K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 36.88K | SH | $21.28M 16.39% | 36.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 285.81K | SH | $19.30M 14.86% | 285.81K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 155.34K | SH | $11.44M 8.81% | 155.34K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 142.90K | SH | $11.33M 8.72% | 142.90K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 162.08K | SH | $11.15M 8.58% | 162.08K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 32.57K | SH | $8.08M 6.22% | 32.57K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 90.54K | SH | $6.80M 5.24% | 90.54K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.50K | SH | $557.6K 0.43% | 1.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 463.00 | SH | $276.7K 0.21% | 463.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 2.64K | SH | $251.9K 0.19% | 2.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 935.00 | SH | $237.3K 0.18% | 935.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 720.00 | SH | $207.0K 0.16% | 720.00 | 0.00 | 0.00 |