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CIK: 0001859195
Total reported value
$149.3M
$149.3M
9 檔
69.6%
The Q2 2025 SEC filing reveals that Platt Investment Counsel, LLC held a total portfolio value of $149.3M, covering 9 public equity positions.
During Q2 2025, Platt Investment Counsel, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 40.03% | +0.90% | -2.48% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 20.46% | +1.68% | -1.66% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 15.16% | -1.06% | +20.08% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.34% | -0.08% | -1.19% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 8.76% | -0.96% | +47.10% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.05% | — | |
| 7 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.28% | +0.02% | -8.42% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.04% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | — |
According to official SEC Form 13F filings, Platt Investment Counsel, LLC reported a total U.S. public equity portfolio value of $149.3M across 9 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ESGV, QQQ, VCSH) accounted for 69.6% of total reported equity market value during Q2 2025.
During Q2 2025, Platt Investment Counsel, LLC's top holdings by market value included ESGV (40.0%)、QQQ (20.5%)、VCSH (15.2%). The largest single position, ESGV, represented 40.0% of total portfolio value.
In Q2 2025, Platt Investment Counsel, LLC made 0 total portfolio adjustments, initiating 0 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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