13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001859195
Total reported value
$145.3M
$145.3M
14 檔
81.3%
In Q2 2026, Platt Investment Counsel, LLC's U.S. equity holdings reached a combined market value of $145.3M, distributed across 14 disclosed stock positions.
In Q2 2026, Platt Investment Counsel, LLC displayed an active expansion posture, initiating 1 new positions and adding to 9 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 | 30.91% | -1.25% | +0.47% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 18.07% | -2.83% | -0.69% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.78% | -0.75% | +0.09% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.70% | -0.55% | +0.82% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.66% | +1.59% | +1.28% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 7.62% | -0.73% | +1.78% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.57% | +1.27% | +0.18% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.13% | +3.18% | +0.92% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.06% | -10.00% | |
| 10 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.33% | +0.04% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | — | +28.89% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.03% | +18.82% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 14 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.21% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.7% | -0.69% | Trim |
| 2 | ESGV | Vanguard Esg US Stock ETF | +0.9% | +0.47% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +0.4% | +0.18% | Add |
| 4 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +28.89% | Add |
| 6 | AAPL | Apple Inc | 0% | +18.82% | Add |
| 7 | ILCG | Ishares Morningstar Growth E | 0% | — | Unchanged |
| 8 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 9 | TSLA | Tesla Inc | -0.1% | -10.00% | Trim |
| 10 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.09% | Add |
| 11 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +0.92% | Add |
| 12 | BLV | Vanguard Long-term Bond ETF | -1% | +1.78% | Add |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | -1.1% | +1.28% | Add |
| 14 | BND | Vanguard Total Bond Market | -1.1% | +0.82% | Add |
According to official SEC Form 13F filings, Platt Investment Counsel, LLC reported a total U.S. public equity portfolio value of $145.3M across 14 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 81.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
BMY
市值: $491.2K
Top Position Liquidated / Trimmed
QQQ
前期市值: $21.3M
During Q2 2026, Platt Investment Counsel, LLC's top holdings by market value included ESGV (30.9%)、QQQ (18.1%)、IJH (14.8%). The largest single position, ESGV, represented 30.9% of total portfolio value.
In Q2 2026, Platt Investment Counsel, LLC made 12 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.