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CIK: 0001859195
Total reported value
$149.3M
$149.3M
12 檔
74.7%
As reported in its official Q3 2025 Form 13F filing, Platt Investment Counsel, LLC's tracked investment portfolio stood at $149.3M with 12 total positions.
In Q3 2025, Platt Investment Counsel, LLC displayed an active expansion posture, initiating 3 new positions and adding to 5 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 | 37.43% | +0.90% | +4.43% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 20.41% | +1.68% | +10.55% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.08% | -0.08% | +12.58% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.58% | -1.06% | -32.10% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 7.28% | -1.11% | — | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.49% | -0.96% | -25.78% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.27% | — | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.05% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.04% | -1.60% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.25% | +0.02% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | +4.99% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +2% | +10.55% | Add |
| 2 | TSLA | Tesla Inc | +0.2% | — | Unchanged |
| 3 | VOO | Vanguard S&p 500 ETF | — | +4.99% | Add |
| 4 | ILCG | Ishares Morningstar Growth E | 0% | — | Trim |
| 5 | AAPL | Apple Inc | 0% | -1.60% | Trim |
| 6 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +12.58% | Add |
| 7 | ESGV | Vanguard Esg US Stock ETF | -0.7% | +4.43% | Add |
| 8 | BLV | Vanguard Long-term Bond ETF | -0.8% | -25.78% | Add |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | -4.4% | -32.10% | Trim |
| 10 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 11 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 12 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | 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 12 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ESGV, QQQ, IJH) accounted for 74.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BND
市值: $9.2M
Top Position Liquidated / Trimmed
IWM
前期市值: $9.0M
During Q3 2025, Platt Investment Counsel, LLC's top holdings by market value included ESGV (37.4%)、QQQ (20.4%)、IJH (14.1%). The largest single position, ESGV, represented 37.4% of total portfolio value.
In Q3 2025, Platt Investment Counsel, LLC made 12 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 3 holdings, and fully liquidating 1 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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