Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $133 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $47.8M, Invesco Qqq Trust, Series 1 with a value of $25.8M, Ishares Core S&P Mid Cap ETF with a value of $17.7M, Vanguard Bd Index Fd Inc Total with a value of $13.9M, and Vanguard Sht Term Corp Bd ETF with a value of $11M.

Examining the 13F form we can see an increase of $6.35M in the current position value, from $127M to 133M.

Below you can find more details about Platt Investment Counsel, LLC portfolio as well as his latest detailed transactions.