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Platt Investment Counsel, LLC

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13F filer, CIK 1859195, CARY, NC

Platt Investment Counsel, LLC reported $135,319,785 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-07. Its ten largest share positions make up 99.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000006

Period
2025-12-31
Reported value
$135M
Holdings
12
Top 10 weight
99.57%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWMnew+23,469$5.78M
BNDadded+62,750$4.65M
BLVadded+40,018$2.78M
IJHadded+2,223$147K
VCSHadded+1,632$130K

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
SCHPexited-248,356-$6.69M
QQQreduced-403-$248K

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, Q4 2025

Share positions as resolved from 13F-HR 0002085853-26-000006, largest first. % of portfolio is the value over $135,319,785, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379,168 shares; 2025Q1: 393,972 shares; 2025Q2: 384,193 shares; 2025Q3: 401,203 shares; 2025Q4: 401,994 shares 401,994$48.6M35.93%+791Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,982 shares; 2025Q1: 39,699 shares; 2025Q2: 39,039 shares; 2025Q3: 43,158 shares; 2025Q4: 42,755 shares 42,755$26.3M19.41%-403Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235,742 shares; 2025Q1: 246,319 shares; 2025Q2: 243,377 shares; 2025Q3: 274,005 shares; 2025Q4: 276,228 shares 276,228$18.2M13.47%+2,223Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,354 shares; 2025Q4: 187,104 shares 187,104$13.9M10.24%+62,750Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,080 shares; 2025Q1: 167,154 shares; 2025Q2: 200,726 shares; 2025Q3: 136,285 shares; 2025Q4: 137,917 shares 137,917$11M8.13%+1,632Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 90,148 shares; 2025Q2: 132,612 shares; 2025Q3: 98,431 shares; 2025Q4: 138,449 shares 138,449$9.62M7.11%+40,018Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,252 shares; 2025Q1: 45,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,469 shares 23,469$5.78M4.27%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$675K0.5%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares 1,353$368K0.27%0Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,640 shares; 2025Q1: 3,276 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$312K0.23%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 948 shares 948$297K0.22%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 463 shares; 2025Q4: 463 shares 463$290K0.21%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHPSCHWAB STRATEGIC TR248,356$6.69Mshares

How Q4 2025 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 0002085853-26-000006 base2026-01-07acceptance time not in the bulk data set