13F Insight
DOSSIER · 13F-HR · Q1 2026

Platt Investment Counsel, LLC

Platt Investment Counsel's holding co. based in Greenwich, CT — $130M in tracked AUM across 13 positions as of Q1 2026.

PI
Platt Investment Counsel·Greenwich, CT·Holding Co.
CIK 0001859195 · last filed Mar 31, 2026
Total AUM
$130M
▲ 1.7%
vs prior
Holdings
13
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Platt Investment Counsel, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ESGV
VANGUARD WORLD FD
$39M347K30.0%
02
QQQ
INVESCO QQQ TR
$21M37K16.4%
03
IJH
ISHARES TR
$19M286K14.9%
04
BND
VANGUARD BD INDEX FDS
$11M155K8.8%
05
VCSH
VANGUARD SCOTTSDALE FDS
$11M143K8.7%
06
BLV
VANGUARD BD INDEX FDS
$11M162K8.6%
07
IWM
ISHARES TR
$8M33K6.2%
08
VEU
VANGUARD INTL EQUITY INDEX F
$7M91K5.2%
09
TSLA
TESLA INC
$557,6252K0.4%
10
VOO
VANGUARD INDEX FDS
$276,6664630.2%

Filing history

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