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 $149.3M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ESGV ($46.1M, 30.91%), QQQ ($27.0M, 18.07%), IJH ($22.1M, 14.78%), BND ($11.5M, 7.70%), VCSH ($11.4M, 7.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | $46.1M | 30.91% | 348,831 | Added |
| 2 | QQQ | INVESCO QQQ TR | $27.0M | 18.07% | 36,623 | Trimmed |
| 3 | IJH | ISHARES TR | $22.1M | 14.78% | 286,085 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $11.5M | 7.70% | 156,616 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $11.4M | 7.66% | 144,727 | Added |
| 6 | BLV | VANGUARD BD INDEX FDS | $11.4M | 7.62% | 164,964 | Added |
| 7 | IWM | ISHARES TR | $9.8M | 6.57% | 32,625 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $7.7M | 5.13% | 91,376 | Added |
| 9 | TSLA | TESLA INC | $567,810 | 0.38% | 1,350 | Trimmed |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | $491,211 | 0.33% | 8,525 | New |
| 11 | GOOGL | ALPHABET INC | $331,639 | 0.22% | 928 | Added |
| 12 | AAPL | APPLE INC | $321,479 | 0.22% | 1,111 | Added |
| 13 | ILCG | ISHARES TR | $308,699 | 0.21% | 2,638 | Hold |
| 14 | VOO | VANGUARD INDEX FDS | $317,993 | 0.21% | 463 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30