13F Insight
DOSSIER · 13F-HR · Q3 2026

Platt Investment Counsel, LLC

$145M in tracked AUM across 15 positions as of Q3 2026.

PI
CIK 0001859195 · last filed Sep 30, 2026
Total AUM
$145M
as of Q3 2026
Holdings
15
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Platt Investment Counsel, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ESGV
VANGUARD WORLD FD
$43M318K29.7%02
QQQ
INVESCO QQQ TR
$22M30K15.2%03
IJH
ISHARES TR
$20M283K14.0%04
VCSH
VANGUARD SCOTTSDALE FDS
$13M174K9.3%05
VEU
VANGUARD INTL EQUITY INDEX F
$12M146K8.3%06
IWM
ISHARES TR
$11M41K7.8%07
BND
VANGUARD BD INDEX FDS
$10M148K7.2%08
BLV
VANGUARD BD INDEX FDS
$10M160K6.9%09
BMY
BRISTOL-MYERS SQUIBB CO
$532K9K0.4%10
TSLA
TESLA INC
$468K1K0.3%

Filing history

2026Q3Sep 30
$145M▼ 2.7%
15 positionsView →2026Q2Jun 30
$149M▲ 14.9%
14 positionsView →2026Q1Mar 31
$130M▼ 4.0%
13 positionsView →2025Q4Dec 31
$135M▲ 1047.7%
12 positionsView →2025Q3Sep 30
$12M▼ 88.8%
3 positionsLocked2025Q2Jun 30
$105M▲ 674.7%
9 positionsLocked2025Q1Mar 31
$14M▼ 87.0%
2 positionsLocked2024Q4Dec 31
$105M▼ 7.0%
10 positionsLocked2024Q3Sep 30
$113M▲ 8.3%
10 positionsLocked2024Q2Jun 30
$104M▼ 0.9%
10 positionsLocked2024Q1Mar 31
$105M▲ 8.8%
10 positionsLocked2023Q4Dec 31
$96M▲ 15.1%
10 positionsLocked
Showing 12 of 24