Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $46.1M | 30.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $27M | 18.1% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $22.1M | 14.8% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $11.5M | 7.7% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $11.4M | 7.7% |
| Vanguard BD Index FdsLONG TERM BOND | LONG TERM BOND | $11.4M | 7.6% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $9.8M | 6.6% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $7.65M | 5.1% |
| Tesla Inc.COM | COM | $568K | 0.4% |
| Bristol-myers Squibb COCOM | COM | $491K | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $332K | 0.2% |
| Apple Inc.COM | COM | $321K | 0.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $318K | 0.2% |
| iShares TRMORNINGSTAR GRWT | MORNINGSTAR GRWT | $309K | 0.2% |
- Class
- ESG US STK ETF
- Share
- 30.9%
- Class
- UNIT SER 1
- Share
- 18.1%
- Class
- CORE S&P MCP ETF
- Share
- 14.8%
- Class
- TOTAL BND MRKT
- Share
- 7.7%
- Class
- SHRT TRM CORP BD
- Share
- 7.7%
- Class
- LONG TERM BOND
- Share
- 7.6%
- Class
- RUSSELL 2000 ETF
- Share
- 6.6%
- Class
- ALLWRLD EX US
- Share
- 5.1%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.3%
- Class
- CAP STK CL A
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
- Class
- MORNINGSTAR GRWT
- Share
- 0.2%
The share class is shown on a wider screen.
The 14 largest of 14 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1859195
- File number
- 028-21164
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $130M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 0
Common questions
What are Platt Investment Counsel’s 13F holdings worth?
$149 million across 14 positions for the quarter ended 30 June 2026.
What is Platt Investment Counsel’s largest 13F holding?
VANGUARD WORLD FD (ESG US STK ETF) was the largest position at $46.1 million, or 30.9% of reported 13F value, as of 30 June 2026.
How concentrated is Platt Investment Counsel’s 13F portfolio?
The ten largest positions accounted for 99.1% of reported value and the twenty-five largest for 100.0%, across 14 positions as of 30 June 2026.
Does Form 13F show everything Platt Investment Counsel manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Platt Investment Counsel file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.