Q2 2026 13F · SEC CIK 1859195
Platt Investment Counsel, LLC
Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $149.3M
- Reported positions
- 14
- Top holdings a year, 3 yrs
- +16.5%
- Assets under management
- $153.6M
Platt Investment Counsel, LLC is a wealth manager that reported 14 positions worth $149.3M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Vanguard World Fd (ESGV, 30.9%), Invesco Qqq Tr (QQQ, 18.1%), Ishares Tr (IJH, 14.8%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 20.4% for the S&P 500.
Platt Investment Counsel, LLC holdings all 14 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ESGVVanguard World Fd | 30.9% | +0.5% | $46.1M |
| QQQInvesco Qqq Tr | 18.1% | -0.7% | $27.0M |
| IJHIshares Tr | 14.8% | +0.1% | $22.1M |
| BNDVanguard Total Bond Market ETF | 7.7% | +0.8% | $11.5M |
| VCSHVanguard Scottsdale Fds | 7.7% | +1.3% | $11.4M |
| BLVVanguard Bd Index Fds | 7.6% | +1.8% | $11.4M |
| IWMIshares | 6.6% | +0.2% | $9.8M |
| VEUVanguard FTSE All | 5.1% | +0.9% | $7.7M |
| TSLATesla Inc Com | 0.4% | -10.0% | $568K |
| BMYBristol-Myers Squibb Co Com | 0.3% | — | $491K |
| GOOGLAlphabet Inc | 0.2% | +28.9% | $332K |
| AAPLApple Inc | 0.2% | +18.8% | $321K |
| VOOVanguard S&p 500 ETF | 0.2% | +0.0% | $318K |
| JKEIshares Tr | 0.2% | +0.0% | $309K |
What Platt Investment Counsel, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- BMY Bristol-Myers Squibb Co Com0.3% of 13F
Added to
- GOOGL Alphabet Inc+28.9% shares
- AAPL Apple Inc+18.8% shares
Reduced
- TSLA Tesla Inc Com-10.0% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +15.8% /yr
- S&P 500 +20.1%
- 3 years
- +16.5% /yr
- S&P 500 +20.4%
- 5 years
- +7.7% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $149.3M | 14 |
| Q1 2026 | $129.9M | 13 |
| Q4 2025 | $135.3M | 12 |
| Q3 2025 | $127.0M | 12 |
| Q2 2025 | $105.2M | 9 |
| Q1 2025 | $101.3M | 10 |
| Q4 2024 | $104.8M | 10 |
| Q3 2024 | $112.7M | 10 |
| Q2 2024 | $104.0M | 10 |
| Q1 2024 | $104.9M | 10 |
| Q4 2023 | $96.5M | 10 |
| Q3 2023 | $83.8M | 9 |
Questions about Platt Investment Counsel, LLC's portfolio
What stocks does Platt Investment Counsel, LLC own?
Platt Investment Counsel, LLC's latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 14 positions worth $149.3M. The largest are Vanguard World Fd (ESGV) at 30.9%, Invesco Qqq Tr (QQQ) at 18.1%, Ishares Tr (IJH) at 14.8%, Vanguard Total Bond Market ETF (BND) at 7.7% and Vanguard Scottsdale Fds (VCSH) at 7.7%.
What did Platt Investment Counsel, LLC buy last quarter?
In Q2 2026, Platt Investment Counsel, LLC added a new position in Bristol-Myers Squibb Co Com (BMY), Alphabet Inc (GOOGL) (+28.9% shares) and Apple Inc (AAPL) (+18.8% shares), compared with its Q1 2026 filing.
What did Platt Investment Counsel, LLC sell last quarter?
In Q2 2026, Platt Investment Counsel, LLC Tesla Inc Com (TSLA) (-10.0% shares), compared with its Q1 2026 filing.
How has Platt Investment Counsel, LLC's portfolio performed?
A portfolio copying Platt Investment Counsel, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +7.7% a year against +11.6%.
When is Platt Investment Counsel, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Platt Investment Counsel, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Platt Investment Counsel, LLC manage?
Platt Investment Counsel, LLC reported $153.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $149.3M.