Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC

  • $105 Million
  • Q2 2025

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.

Portfolio value $105 Million
ETFs: $104 Million
Consumer Cyclical: $476,000
Technology: $282,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $105 Million
  • Prior Value $101 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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