Holders — by stockHoldings — by fund
Platt Investment Counsel, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001859195
$149.3M
disclosed book value
14
positions
30.9%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ESGVVANGUARD WORLD FD | 348,831 | $46.1M | 30.9% |
| 2 | QQQINVESCO QQQ TR | 36,623 | $27.0M | 18.1% |
| 3 | IJHISHARES TR | 286,085 | $22.1M | 14.8% |
| 4 | BNDVANGUARD BD INDEX FDS | 156,616 | $11.5M | 7.7% |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 144,727 | $11.4M | 7.7% |
| 6 | BLVVANGUARD BD INDEX FDS | 164,964 | $11.4M | 7.6% |
| 7 | IWMISHARES TR | 32,625 | $9.8M | 6.6% |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 91,376 | $7.7M | 5.1% |
| 9 | TSLATESLA INC | 1,350 | $567,810 | 0.4% |
| 10 | BMYBRISTOL-MYERS SQUIBB CO | 8,525 | $491,211 | 0.3% |
| 11 | GOOGLALPHABET INC | 928 | $331,639 | 0.2% |
| 12 | AAPLAPPLE INC | 1,111 | $321,479 | 0.2% |
| 13 | VOOVANGUARD INDEX FDS | 463 | $317,993 | 0.2% |
| 14 | ILCGISHARES TR | 2,638 | $308,699 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.