Platt Investment Counsel, LLC
CIK: 0001859195SEC EDGAR →
Portfolio Value
$135.3M
Holdings
12
As of
Q4 2025
New Positions
3
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 401,994 | $48.6M | 35.93% |
| 2 | INVESCO QQQ TR | 42,755 | $26.3M | 19.41% |
| 3 | ISHARES TR | 276,228 | $18.2M | 13.47% |
| 4 | VANGUARD BD INDEX FDS | 187,104 | $13.9M | 10.24% |
| 5 | VANGUARD SCOTTSDALE FDS | 137,917 | $11.0M | 8.13% |
| 6 | VANGUARD BD INDEX FDS | 138,449 | $9.6M | 7.11% |
| 7 | ISHARES TR | 23,469 | $5.8M | 4.27% |
| 8 | TESLA INC | 1,500 | $674K | 0.50% |
| 9 | APPLE INC | 1,353 | $367K | 0.27% |
| 10 | ISHARES TR | 3,000 | $312K | 0.23% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $107.7M | 79.6% |
| Unknown | 1 | $26.3M | 19.4% |
| Consumer Cyclical | 1 | $674K | 0.5% |
| Technology | 1 | $367K | 0.3% |
| Communication Services | 1 | $296K | 0.2% |