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CIK: 0001859195
Total reported value
$149.3M
$149.3M
10 檔
62.9%
According to the latest 13F quarterly dataset, Platt Investment Counsel, LLC managed an equity portfolio of $149.3M at the end of Q1 2025, spanning 10 distinct U.S. exchange-listed positions.
In Q1 2025, Platt Investment Counsel, LLC displayed an active expansion posture, initiating 10 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 38.08% | +0.90% | +3.90% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 18.37% | +1.68% | +1.84% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.18% | -0.08% | +4.49% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 13.02% | -1.06% | +1008.45% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.92% | +0.35% | -38.12% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 6.26% | -0.96% | — | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.05% | -16.67% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.04% | — | |
| 9 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.26% | +0.02% | -10.00% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | — | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 3 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 5 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 6 | BLV | Vanguard Long-term Bond ETF | — | NEW | New buy |
| 7 | TSLA | Tesla Inc | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | ILCG | Ishares Morningstar Growth E | — | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Platt Investment Counsel, LLC reported a total U.S. public equity portfolio value of $149.3M across 10 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, QQQ, IJH) accounted for 62.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
ESGV
市值: $38.6M
During Q1 2025, Platt Investment Counsel, LLC's top holdings by market value included ESGV (38.1%)、QQQ (18.4%)、IJH (14.2%). The largest single position, ESGV, represented 38.1% of total portfolio value.
In Q1 2025, Platt Investment Counsel, LLC made 10 total portfolio adjustments, initiating 10 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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