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CIK: 0001859195
Total reported value
$149.3M
$149.3M
13 檔
68.6%
During the Q1 2026 filing period, Platt Investment Counsel, LLC (CIK: 0001859195) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $149.3M across 13 reported positions.
During Q1 2026, Platt Investment Counsel, LLC performed routine portfolio adjustments (1 new buys, 4 additions, 6 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 30.01% | +0.90% | -13.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 16.39% | +1.68% | -13.75% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.86% | -0.08% | +3.47% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 8.81% | -1.11% | -16.98% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.72% | -1.06% | +3.61% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 8.58% | -0.96% | +17.07% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.22% | +0.35% | +38.77% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.24% | -0.11% | — | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.05% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 11 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.19% | +0.02% | -12.07% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.04% | -30.89% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.06% | -24.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +2% | +38.77% | Add |
| 2 | BLV | Vanguard Long-term Bond ETF | +1.5% | +17.07% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +1.4% | +3.47% | Add |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +3.61% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 6 | ILCG | Ishares Morningstar Growth E | 0% | -12.07% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | -0.1% | -24.05% | Trim |
| 8 | TSLA | Tesla Inc | -0.1% | — | Unchanged |
| 9 | AAPL | Apple Inc | -0.1% | -30.89% | Trim |
| 10 | BND | Vanguard Total Bond Market | -1.4% | -16.98% | Trim |
| 11 | QQQ | Invesco Qqq Trust Series 1 | -3% | -13.75% | Trim |
| 12 | ESGV | Vanguard Esg US Stock ETF | -5.9% | -13.63% | Trim |
| 13 | VEU | Vanguard Ftse All-world Ex-u | — | 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 13 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including ESGV, QQQ, IJH) accounted for 68.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VEU
市值: $6.8M
Top Position Liquidated / Trimmed
ESGV
前期市值: $48.6M
During Q1 2026, Platt Investment Counsel, LLC's top holdings by market value included ESGV (30.0%)、QQQ (16.4%)、IJH (14.9%). The largest single position, ESGV, represented 30.0% of total portfolio value.
In Q1 2026, Platt Investment Counsel, LLC made 11 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 6 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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