Platt Investment Counsel, LLC holds a concentrated book of 14 stocks worth $149.3M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Bristol-Myers Squibb Co and trimmed Invesco QQQ Trust Series 1. Their largest long position is Vanguard Esg US Stock ETF at 31% of the equity book.
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Use Arkolith to show Platt Investment Counsel, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD ESG US STK ETF | $46.1M | 348.8K | 30.9% | ▲+0.5% Added · +2K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $27.0M | 36.6K | 18.1% | ▼−0.7% Reduced · −254 sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $22.1M | 286.1K | 14.8% | ▲+0.1% Added · +271 sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $11.5M | 156.6K | 7.7% | ▲+0.8% Added · +1K sh | |
| 5 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $11.4M | 144.7K | 7.7% | ▲+1.3% Added · +2K sh | |
| 6 | Vanguard BD Index FDS LONG TERM BOND | $11.4M | 165.0K | 7.6% | ▲+1.8% Added · +3K sh | |
| 7 | Ishares TR RUSSELL 2000 ETF | $9.8M | 32.6K | 6.6% | ▲+0.2% Added · +58 sh | |
| 8 | Vanguard Intl Equity Index F ALLWRLD EX US | $7.7M | 91.4K | 5.1% | ▲+0.9% Added · +832 sh | |
| 9 | Tesla Inc COM | $568K | 1.4K | 0.4% | ▼−10% Reduced · −150 sh | |
| 10 | Bristol-Myers Squibb Co COM | $491K | 8.5K | 0.3% | ▲New New position | |
| 11 | Alphabet Inc CAP STK CL A | $332K | 928 | 0.2% | ▲+29% Added · +208 sh | |
| 12 | Apple Inc COM | $321K | 1.1K | 0.2% | ▲+19% Added · +176 sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $318K | 463 | 0.2% | —Held | |
| 14 | Ishares TR MORNINGSTAR GRWT | $309K | 2.6K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 14 | $149.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 13 | $129.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 12 | $135.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 12 | $127.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 9 | $105.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10 | $101.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 10 | $104.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 10 | $112.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.