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CIK: 0001859195
Total reported value
$149.3M
$149.3M
12 檔
79.0%
At the close of Q4 2025, Platt Investment Counsel, LLC disclosed equity holdings valued at approximately $149.3M, spread across 12 reported holdings.
In Q4 2025, Platt Investment Counsel, LLC displayed an active expansion posture, initiating 1 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 | 35.93% | +0.90% | +0.20% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 19.41% | +1.68% | -0.93% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 13.47% | -0.08% | +0.81% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 10.24% | -1.11% | +50.46% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.13% | -1.06% | +1.20% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 7.11% | -0.96% | +40.66% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.27% | +0.35% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.05% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.04% | — | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.23% | +0.02% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.06% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +3% | +50.46% | Add |
| 2 | BLV | Vanguard Long-term Bond ETF | +1.6% | +40.66% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 4 | AAPL | Apple Inc | — | — | Unchanged |
| 5 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 6 | ILCG | Ishares Morningstar Growth E | 0% | — | Unchanged |
| 7 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | +1.20% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | -0.6% | +0.81% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | -1% | -0.93% | Trim |
| 11 | ESGV | Vanguard Esg US Stock ETF | -1.5% | +0.20% | Add |
| 12 | SCHP | Schwab U.s. Tips ETF | — | EXIT | Sold out |
| 13 | IWM | Ishares Russell 2000 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 12 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ESGV, QQQ, IJH) accounted for 79.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWM
市值: $5.8M
Top Position Liquidated / Trimmed
SCHP
前期市值: $6.7M
During Q4 2025, Platt Investment Counsel, LLC's top holdings by market value included ESGV (35.9%)、QQQ (19.4%)、IJH (13.5%). The largest single position, ESGV, represented 35.9% of total portfolio value.
In Q4 2025, Platt Investment Counsel, LLC made 8 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 1 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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