Platt Investment Counsel, LLC
CIK: 1859195SEC EDGAR →
Portfolio Value
$67.0B
Holdings
15
As of
Q3 2026
New Positions
15
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 283,339 | $20.4B | 30.44% |
| 2 | VANGUARD SCOTTSDALE FDS | 174,010 | $13.4B | 20.07% |
| 3 | VANGUARD INTL EQUITY INDEX F | 145,591 | $12.1B | 18.04% |
| 4 | VANGUARD BD INDEX FDS | 148,151 | $10.4B | 15.52% |
| 5 | VANGUARD BD INDEX FDS | 159,642 | $10.0B | 14.95% |
| 6 | BRISTOL-MYERS SQUIBB CO | 8,525 | $532.0M | 0.79% |
| 7 | INVENTIVA SA | 12,260 | $45.2M | 0.07% |
| 8 | VANGUARD WORLD FD | 317,973 | $43.1M | 0.06% |
| 9 | INVESCO QQQ TR | 29,938 | $22.1M | 0.03% |
| 10 | ISHARES TR | 40,991 | $11.4M | 0.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 9 | $66.4B | 99.1% |
| Healthcare | 2 | $577.2M | 0.9% |
| Unknown | 1 | $22.1M | 0.0% |
| Consumer Cyclical | 1 | $468K | 0.0% |
| Technology | 1 | $370K | 0.0% |
| Communication Services | 1 | $319K | 0.0% |