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Platt Investment Counsel, LLC

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13F filer, CIK 1859195, CARY, NC

Platt Investment Counsel, LLC reported $145,301,102 across 15 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-07. Its ten largest share positions make up 99.07% of the portfolio.

Accepted , ingested 13F-HR 0002085853-26-001102

Period
2026-09-30
Reported value
$145M
Holdings
15
Top 10 weight
99.07%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEUadded+54,215$4.5M
IWMadded+8,366$2.32M
VCSHadded+29,283$2.26M
IVAnew+12,260$45.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QQQreduced-6,685-$4.95M
ESGVreduced-30,858-$4.18M
BNDreduced-8,465-$594K
BLVreduced-5,322-$334K
IJHreduced-2,746-$198K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0002085853-26-001102, largest first. % of portfolio is the value over $145,301,102, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 379,168 shares; 2025Q1: 393,972 shares; 2025Q2: 384,193 shares; 2025Q3: 401,203 shares; 2025Q4: 401,994 shares; 2026Q1: 347,214 shares; 2026Q2: 348,831 shares; 2026Q3: 317,973 shares 317,973$43.1M29.66%-30,858Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,982 shares; 2025Q1: 39,699 shares; 2025Q2: 39,039 shares; 2025Q3: 43,158 shares; 2025Q4: 42,755 shares; 2026Q1: 36,877 shares; 2026Q2: 36,623 shares; 2026Q3: 29,938 shares 29,938$22.1M15.24%-6,685Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235,742 shares; 2025Q1: 246,319 shares; 2025Q2: 243,377 shares; 2025Q3: 274,005 shares; 2025Q4: 276,228 shares; 2026Q1: 285,814 shares; 2026Q2: 286,085 shares; 2026Q3: 283,339 shares 283,339$20.4M14.03%-2,746Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,080 shares; 2025Q1: 167,154 shares; 2025Q2: 200,726 shares; 2025Q3: 136,285 shares; 2025Q4: 137,917 shares; 2026Q1: 142,898 shares; 2026Q2: 144,727 shares; 2026Q3: 174,010 shares 174,010$13.4M9.25%+29,283Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,544 shares; 2026Q2: 91,376 shares; 2026Q3: 145,591 shares 145,591$12.1M8.31%+54,215Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,252 shares; 2025Q1: 45,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,469 shares; 2026Q1: 32,567 shares; 2026Q2: 32,625 shares; 2026Q3: 40,991 shares 40,991$11.4M7.84%+8,366Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,354 shares; 2025Q4: 187,104 shares; 2026Q1: 155,335 shares; 2026Q2: 156,616 shares; 2026Q3: 148,151 shares 148,151$10.4M7.15%-8,465Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 90,148 shares; 2025Q2: 132,612 shares; 2025Q3: 98,431 shares; 2025Q4: 138,449 shares; 2026Q1: 162,084 shares; 2026Q2: 164,964 shares; 2026Q3: 159,642 shares 159,642$10M6.89%-5,322Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,525 shares; 2026Q3: 8,525 shares 8,525$532K0.37%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,350 shares; 2026Q3: 1,320 shares 1,320$468K0.32%-30Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 935 shares; 2026Q2: 1,111 shares; 2026Q3: 1,111 shares 1,111$370K0.25%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares; 2026Q3: 463 shares 463$324K0.22%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 720 shares; 2026Q2: 928 shares; 2026Q3: 928 shares 928$319K0.22%0Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,640 shares; 2025Q1: 3,276 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,638 shares; 2026Q2: 2,638 shares; 2026Q3: 2,507 shares 2,507$293K0.2%-131Timeline
IVAINVENTIVA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,260 shares 12,260$45.2K0.03%newTimeline

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-001102 base2026-10-07

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002085853-26-001102 Quarter ended 2026-09-302026-10-07
13F-HR 0002085853-26-000646 Quarter ended 2026-06-302026-07-08acceptance time not in the bulk data set
13F-HR 0002085853-26-000328 Quarter ended 2026-03-312026-04-09acceptance time not in the bulk data set
13F-HR 0002085853-26-000006 Quarter ended 2025-12-312026-01-07acceptance time not in the bulk data set
13F-HR 0002085853-25-000074 Quarter ended 2025-09-302025-10-14acceptance time not in the bulk data set
13F-HR 0001667731-25-000731 Quarter ended 2025-06-302025-07-07acceptance time not in the bulk data set
13F-HR 0001667731-25-000391 Quarter ended 2025-03-312025-04-10acceptance time not in the bulk data set
13F-HR 0001667731-25-000040 Quarter ended 2024-12-312025-01-15acceptance time not in the bulk data set
13F-HR 0001859195-24-000004 Quarter ended 2024-09-302024-10-24acceptance time not in the bulk data set
13F-HR 0001859195-24-000003 Quarter ended 2024-06-302024-07-16acceptance time not in the bulk data set
13F-HR 0001859195-24-000002 Quarter ended 2024-03-312024-04-19acceptance time not in the bulk data set
13F-HR 0001859195-24-000001 Quarter ended 2023-12-312024-01-09acceptance time not in the bulk data set
13F-HR 0001859195-23-000004 Quarter ended 2023-09-302023-10-10acceptance time not in the bulk data set
13F-HR 0001859195-23-000003 Quarter ended 2023-06-302023-07-13acceptance time not in the bulk data set
13F-HR 0001859195-23-000002 Quarter ended 2023-03-312023-04-06acceptance time not in the bulk data set
13F-HR 0001859195-23-000001 Quarter ended 2022-12-312023-01-17acceptance time not in the bulk data set
13F-HR 0001859195-22-000005 Quarter ended 2022-09-302022-10-12acceptance time not in the bulk data set
13F-HR 0001859195-22-000003 Quarter ended 2022-06-302022-07-11acceptance time not in the bulk data set
13F-HR 0001859195-22-000002 Quarter ended 2022-03-312022-04-18acceptance time not in the bulk data set
13F-HR 0001859195-22-000001 Quarter ended 2021-12-312022-01-13acceptance time not in the bulk data set
13F-HR 0001859195-21-000004 Quarter ended 2021-09-302021-10-08acceptance time not in the bulk data set
13F-HR 0001859195-21-000003 Quarter ended 2021-06-302021-07-14acceptance time not in the bulk data set
13F-HR 0001859195-21-000002 Quarter ended 2021-03-312021-05-12acceptance time not in the bulk data set
13F-HR 0001859195-21-000001 Quarter ended 2020-12-312021-05-05acceptance time not in the bulk data set