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Platt Investment Counsel, LLC

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13F filer, CIK 1859195, CARY, NC

Platt Investment Counsel, LLC reported $149,258,365 across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-08. Its ten largest share positions make up 99.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000646

Period
2026-06-30
Reported value
$149M
Holdings
14
Top 10 weight
99.14%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BMYnew+8,525$491K
ESGVadded+1,617$214K
BLVadded+2,880$199K
VCSHadded+1,829$145K
BNDadded+1,281$94K

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-254-$187K
TSLAreduced-150-$63.1K

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, Q2 2026

Share positions as resolved from 13F-HR 0002085853-26-000646, largest first. % of portfolio is the value over $149,258,365, 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; 2024Q3: restricted; 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 348,831$46.1M30.91%+1,617Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 36,623$27M18.07%-254Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 286,085$22.1M14.78%+271Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 156,616$11.5M7.7%+1,281Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 144,727$11.4M7.66%+1,829Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 164,964$11.4M7.62%+2,880Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 32,625$9.8M6.57%+58Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,544 shares; 2026Q2: 91,376 shares 91,376$7.65M5.13%+832Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 1,350$568K0.38%-150Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,525 shares 8,525$491K0.33%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 720 shares; 2026Q2: 928 shares 928$332K0.22%+208Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 1,111$321K0.22%+176Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463$318K0.21%0Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 2,638$309K0.21%0Timeline

How Q2 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 0002085853-26-000646 base2026-07-08acceptance time not in the bulk data set