Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $105 Million distributed in 9 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 $42.1M, Invesco Qqq Trust, Series 1 with a value of $21.5M, Vanguard Sht Term Corp Bd ETF with a value of $16M, Ishares Core S&P Mid Cap ETF with a value of $15.1M, and Vanguard Bd Index Fd Inc Long with a value of $9.22M.

Examining the 13F form we can see an increase of $4.06M in the current position value, from $101M to 105M.

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