We are live on ! Find out more
PIC

Platt Investment Counsel Portfolio holdings

AUM $145M
1-Year Est. Return 10.64%
This Fund
S&P 500
This Quarter Est. Return
+1.34%
1 Year Est. Return
+10.64%
3 Year Est. Return
+62.95%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$135M
AUM Growth
+$8.36M
Cap. Flow
+$6.7M
Cap. Flow %
4.95%
Top 10 Hldgs %
99.57%
Holding
13
New
1
Increased
5
Reduced
1
Closed
1
Avg Time Held
10.5 quarters
Top 10 Avg Time Held
10.9 quarters
Top 20 Avg Time Held
10.5 quarters

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$5.77M
2
BND icon
Vanguard Total Bond Market
BND
+$4.67M
3
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.83M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$146K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$130K

Top Sells

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$247K

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.01%
2 Consumer Discretionary 0.5%
3 Technology 0.27%
4 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ESGV icon
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
$48.6M 35.93%
401,994
+791
+0.2% +$94.9K
2020 Q4
20 quarters
QQQ icon
2
Invesco QQQ Trust
QQQ
$504B
$26.3M 19.41%
42,755
-403
-0.9% -$247K
2020 Q4
20 quarters
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
$18.2M 13.47%
276,228
+2,223
+0.8% +$146K
2020 Q4
20 quarters
BND icon
4
Vanguard Total Bond Market
BND
$159B
$13.9M 10.24%
187,104
+62,750
+50% +$4.67M
2025 Q3
1 quarter
VCSH icon
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
$11M 8.13%
137,917
+1,632
+1% +$130K
2024 Q1
7 quarters
BLV icon
6
Vanguard Long-Term Bond ETF
BLV
$5.45B
$9.62M 7.11%
138,449
+40,018
+41% +$2.83M
2025 Q1
3 quarters
IWM icon
7
iShares Russell 2000 ETF
IWM
$77.1B
$5.78M 4.27%
+23,469
New +$5.77M
2025 Q4
0 quarters
TSLA icon
8
Tesla
TSLA
$1.48T
$675K 0.5%
1,500
– –
2020 Q4
20 quarters
AAPL icon
9
Apple
AAPL
$4.97T
$368K 0.27%
1,353
– –
2023 Q1
11 quarters
ILCG icon
10
iShares Morningstar Growth ETF
ILCG
$3.25B
$312K 0.23%
3,000
– –
2020 Q4
20 quarters
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.26T
$297K 0.22%
948
– –
2025 Q3
1 quarter
VOO icon
12
Vanguard S&P 500 ETF
VOO
$1.06T
$290K 0.21%
463
– –
2025 Q1
3 quarters
SCHP icon
13
Schwab US TIPS ETF
SCHP
$16B
– –
-248,356
Closed -$6.69M –

Similar funds

HA
Hegarty Advisors Garden City, New York $145M AUM
BPW
Bingham Private Wealth San Francisco, California $145M AUM
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return
WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
MAM
McLaughlin Asset Management Danville, Illinois $145M AUM
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Platt Investment Counsel's Q4 2025 Portfolio in Review

As of Q4 2025, Platt Investment Counsel held 13 positions worth $135M, up 6.6% from $127M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Platt Investment Counsel deployed $6.7M of net new capital in Q4 2025, opening 1 new position and adding to 5 existing holdings. Its largest new stake was iShares Russell 2000 ETF: 23,469 shares worth $5.78M.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $247K trimmed.

  • Platt Investment Counsel's largest Q4 2025 buy was iShares Russell 2000 ETF: 23,469 shares worth $5.78M.
  • Platt Investment Counsel added most to Vanguard Total Bond Market in Q4 2025, an estimated $4.67M increase.
  • Platt Investment Counsel's biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $247K.
  • Platt Investment Counsel fully exited Schwab US TIPS ETF in Q4 2025, selling an estimated $6.69M.
  • Platt Investment Counsel's ten largest holdings make up 100% of its $135M portfolio in Q4 2025.
  • Platt Investment Counsel opened 1 new position and closed 1 in Q4 2025.
  • Platt Investment Counsel's portfolio value rose 6.6% quarter-over-quarter to $135M.

Based on Platt Investment Counsel's 13F filing for Q4 2025, filed 7 Jan 2026.