Platt Investment Counsel, LLC holds a concentrated book of 14 stocks worth $149.3M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-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.
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
Other tracked managers holding the same core names as Platt Investment Counsel, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 14 / 14 | $165.3B |
| MORGAN STANLEY | 14 / 14 | $163.1B |
| JPMORGAN CHASE & CO | 14 / 14 | $129.9B |
| BANK OF AMERICA CORP /DE/ | 14 / 14 | $111.3B |
| GOLDMAN SACHS GROUP INC | 14 / 14 | $76.8B |
| Bank of New York Mellon Corp | 14 / 14 | $47.0B |
| WELLS FARGO & COMPANY/MN | 14 / 14 | $41.6B |
| ROYAL BANK OF CANADA | 14 / 14 | $40.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Platt Investment Counsel, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1859195/holdings"
Use Arkolith to show Platt Investment Counsel, LLC's latest holdings, largest changes, and filing provenance.
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, filed up to 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.