Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Platt Investment Counsel, LLC (CIK 1859195) reported $129.9M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ESGV ($39.0M, 30.01%), QQQ ($21.3M, 16.39%), IJH ($19.3M, 14.86%), BND ($11.4M, 8.81%), VCSH ($11.3M, 8.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | $39.0M | 30.01% | 347,214 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $21.3M | 16.39% | 36,877 | Trimmed |
| 3 | IJH | ISHARES TR | $19.3M | 14.86% | 285,814 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $11.4M | 8.81% | 155,335 | Trimmed |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $11.3M | 8.72% | 142,898 | Added |
| 6 | BLV | VANGUARD BD INDEX FDS | $11.1M | 8.58% | 162,084 | Added |
| 7 | IWM | ISHARES TR | $8.1M | 6.22% | 32,567 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $6.8M | 5.24% | 90,544 | New |
| 9 | TSLA | TESLA INC | $557,625 | 0.43% | 1,500 | Hold |
| 10 | VOO | VANGUARD INDEX FDS | $276,666 | 0.21% | 463 | Hold |
| 11 | ILCG | ISHARES TR | $251,876 | 0.19% | 2,638 | Trimmed |
| 12 | AAPL | APPLE INC | $237,294 | 0.18% | 935 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $207,043 | 0.16% | 720 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31