Filed: 7/8/2026ACC: 0002085853-26-000646
📋 What this filing means
PLATT INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $149.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$149.26M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
ESG US STK ETF$46.13M30.9%
UNIT SER 1$26.97M18.1%
CORE S&P MCP ETF$22.06M14.8%
TOTAL BND MRKT$11.50M7.7%
SHRT TRM CORP BD$11.44M7.7%
LONG TERM BOND$11.37M7.6%
RUSSELL 2000 ETF$9.80M6.6%
Portfolio Concentration
Top 3$95.16M63.8%
4–10$52.82M35.4%
11–25$1.28M0.9%
Top 3 weight
63.8%
Top 10 weight
99.1%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
1.28M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
VANGUARD WORLD FD
SOLEShares348.83K
TypeSH
Market value$46.13M
30.91%
Sole
348.83K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares36.62K
TypeSH
Market value$26.97M
18.07%
Sole
36.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares286.08K
TypeSH
Market value$22.06M
14.78%
Sole
286.08K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares156.62K
TypeSH
Market value$11.50M
7.70%
Sole
156.62K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares144.73K
TypeSH
Market value$11.44M
7.66%
Sole
144.73K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares164.96K
TypeSH
Market value$11.37M
7.62%
Sole
164.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.63K
TypeSH
Market value$9.80M
6.57%
Sole
32.63K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares91.38K
TypeSH
Market value$7.65M
5.13%
Sole
91.38K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.35K
TypeSH
Market value$567.8K
0.38%
Sole
1.35K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares8.53K
TypeSH
Market value$491.2K
0.33%
Sole
8.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares928.00
TypeSH
Market value$331.6K
0.22%
Sole
928.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.11K
TypeSH
Market value$321.5K
0.22%
Sole
1.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares463.00
TypeSH
Market value$318.0K
0.21%
Sole
463.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.64K
TypeSH
Market value$308.7K
0.21%
Sole
2.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 348.83K | SH | $46.13M 30.91% | 348.83K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 36.62K | SH | $26.97M 18.07% | 36.62K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 286.08K | SH | $22.06M 14.78% | 286.08K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 156.62K | SH | $11.50M 7.70% | 156.62K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 144.73K | SH | $11.44M 7.66% | 144.73K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 164.96K | SH | $11.37M 7.62% | 164.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 32.63K | SH | $9.80M 6.57% | 32.63K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 91.38K | SH | $7.65M 5.13% | 91.38K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.35K | SH | $567.8K 0.38% | 1.35K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 8.53K | SH | $491.2K 0.33% | 8.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 928.00 | SH | $331.6K 0.22% | 928.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.11K | SH | $321.5K 0.22% | 1.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 463.00 | SH | $318.0K 0.21% | 463.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 2.64K | SH | $308.7K 0.21% | 2.64K | 0.00 | 0.00 |