Latest Platt Investment Counsel, LLC Stock Portfolio
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 $127 Millions as of 30 Sep, 2025.
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 37.4% of it's portfolio in VANGUARD WORLD FD and 20.4% of portfolio in INVESCO QQQ TR.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD BD INDEX FDS (BIV) and APPLE INC (AAPL). Platt Investment Counsel, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), INVESCO QQQ TR (QQQ) and VANGUARD INDEX FDS (VB).
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 37.4% of it's portfolio in VANGUARD WORLD FD and 20.4% of portfolio in INVESCO QQQ TR.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD BD INDEX FDS (BIV) and APPLE INC (AAPL). Platt Investment Counsel, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), INVESCO QQQ TR (QQQ) and VANGUARD INDEX FDS (VB).
Platt Investment Counsel, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard bd index fds | 9,248,210 |
| schwab strategic tr | 6,693,190 |
| alphabet inc | 230,459 |
New stocks bought by Platt Investment Counsel, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 12.58 |
| invesco qqq tr | 10.55 |
| vanguard index fds | 4.99 |
| vanguard world fd | 4.43 |
Additions to existing portfolio by Platt Investment Counsel, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -32.1 |
| vanguard bd index fds | -25.78 |
| apple inc | -1.6 |
Platt Investment Counsel, LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99 |
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
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.27 | 1,353 | 344,514 | reduced | -1.6 | ||
| BIV | vanguard bd index fds | 7.28 | 124,354 | 9,248,210 | new | |||
| BIV | vanguard bd index fds | 5.49 | 98,431 | 6,973,840 | reduced | -25.78 | ||
| BNDW | vanguard scottsdale fds | 8.58 | 136,285 | 10,893,300 | reduced | -32.1 | ||
| EDV | vanguard world fd | 37.43 | 401,203 | 47,518,500 | added | 4.43 | ||
| FNDA | schwab strategic tr | 5.27 | 248,356 | 6,693,190 | new | |||
| GOOG | alphabet inc | 0.18 | 948 | 230,459 | new | |||
| IJR | ishares tr | 14.09 | 274,005 | 17,881,600 | added | 12.58 | ||
| IJR | ishares tr | 0.25 | 3,000 | 312,900 | unchanged | 0.00 | ||
| QQQ | invesco qqq tr | 20.41 | 43,158 | 25,910,800 | added | 10.55 | ||
| TSLA | tesla inc | 0.52 | 1,500 | 667,080 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.22 | 463 | 283,532 | added | 4.99 | ||