Latest Platt Investment Counsel, LLC Stock Portfolio

Platt Investment Counsel, LLC Performance:

2025 Q4: 1.26%YTD: 9.38%2024: -9.84%

Performance for 2025 Q4 is 1.26%, and YTD is 9.38%, and 2024 is -9.84%.

About Platt Investment Counsel, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Platt Investment Counsel, LLC reported an equity portfolio of $135.3 Millions as of 31 Dec, 2025.

The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 35.9% of it's portfolio in VANGUARD WORLD FD and 19.4% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ). Platt Investment Counsel, LLC opened new stock positions in ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR).

Platt Investment Counsel, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Platt Investment Counsel, LLC made a return of 1.26% in the last quarter. In trailing 12 months, it's portfolio return was 9.38%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	5,777,130

New stocks bought by Platt Investment Counsel, LLC

Additions

Ticker	% Inc.
vanguard bd index fds	50.46
vanguard bd index fds	40.66
vanguard scottsdale fds	1.2
ishares tr	0.81
vanguard world fd	0.2

Additions to existing portfolio by Platt Investment Counsel, LLC

Reductions

Ticker	% Reduced
invesco qqq tr	-0.93

Platt Investment Counsel, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-6,693,190

Platt Investment Counsel, LLC got rid off the above stocks

Sector Distribution

Platt Investment Counsel, LLC has about 99% of it's holdings in Others sector.

Sector	%
Others	99

Market Cap. Distribution

Platt Investment Counsel, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	99

Stocks belong to which Index?

About 0% of the stocks held by Platt Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	99

Top 5 Winners (%)		%
GOOG	alphabet inc	28.8 %
AAPL	apple inc	6.8 %
VB	vanguard index fds	2.4 %
QQQ	invesco qqq tr	2.3 %
EDV	vanguard world fd	2.1 %

Top 5 Winners ($)		$
EDV	vanguard world fd	1.0 M
QQQ	invesco qqq tr	0.6 M
IJR	ishares tr	0.2 M
GOOG	alphabet inc	0.1 M
AAPL	apple inc	0.0 M

Top 5 Losers (%)		%
BIV	vanguard bd index fds	-1.6 %
BIV	vanguard bd index fds	-0.3 %
BNDW	vanguard scottsdale fds	-0.3 %
IJR	ishares tr	-0.3 %

Top 5 Losers ($)		$
BIV	vanguard bd index fds	-0.2 M
BIV	vanguard bd index fds	0.0 M
BNDW	vanguard scottsdale fds	0.0 M
IJR	ishares tr	0.0 M

Platt Investment Counsel, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Platt Investment Counsel, LLC

Platt Investment Counsel, LLC has 12 stocks in it's portfolio. BIV proved to be the most loss making stock for the portfolio. EDV was the most profitable stock for Platt Investment Counsel, LLC last quarter.

Last Reported on: 07 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.27	1,353	367,827	unchanged	0.00

BIV	vanguard bd index fds	10.24	187,104	13,858,800	added	50.46

BIV	vanguard bd index fds	7.11	138,449	9,624,970	added	40.66

BNDW	vanguard scottsdale fds	8.13	137,917	10,996,100	added	1.2

EDV	vanguard world fd	35.93	401,994	48,625,200	added	0.2

FNDA	schwab strategic tr	0.00	0.00	0.00	sold off	-100

GOOG	alphabet inc	0.22	948	296,724	unchanged	0.00

IJR	ishares tr	13.47	276,228	18,231,100	added	0.81

IJR	ishares tr	4.27	23,469	5,777,130	new

IJR	ishares tr	0.23	3,000	312,120	unchanged	0.00

QQQ	invesco qqq tr	19.41	42,755	26,264,900	reduced	-0.93

TSLA	tesla inc	0.50	1,500	674,580	unchanged	0.00

VB	vanguard index fds	0.22	463	290,361	unchanged	0.00