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Platt Investment Counsel Portfolio holdings
AUM
$149M
1-Year Est. Return
19.81%
This Fund
S&P 500
This Quarter
Est. Return
+1.34%
1 Year Est. Return
+19.81%
3 Year Est. Return
+58.87%
5 Year Est. Return
+50.26%
10 Year Est. Return
–
AUM
$135M
AUM Growth
+$8.36M
(+6.6%)
Cap. Flow
+$6.7M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
99.57%
Holding
13
New
1
Increased
5
Reduced
1
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$5.77M |
| 2 |
Vanguard Total Bond Market
BND
|
+$4.67M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
+$2.83M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$146K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$130K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US TIPS ETF
SCHP
|
+$6.69M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$247K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 0.5% |
| 2 | Technology | 0.27% |
| 3 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
| $48.6M | 35.93% |
401,994
+791
| +0.2% | +$94.9K |
|
|
2
Invesco QQQ Trust
QQQ
$487B
| $26.3M | 19.41% |
42,755
-403
| -0.9% | -$247K |
|
|
3
iShares Core S&P Mid-Cap ETF
IJH
$126B
| $18.2M | 13.47% |
276,228
+2,223
| +0.8% | +$146K |
|
|
4
Vanguard Total Bond Market
BND
$162B
| $13.9M | 10.24% |
187,104
+62,750
| +50% | +$4.67M |
|
|
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $11M | 8.13% |
137,917
+1,632
| +1% | +$130K |
|
|
6
Vanguard Long-Term Bond ETF
BLV
$5.75B
| $9.62M | 7.11% |
138,449
+40,018
| +41% | +$2.83M |
|
|
7
iShares Russell 2000 ETF
IWM
$82.4B
| $5.78M | 4.27% |
+23,469
| New | +$5.77M |
|
8
Tesla
TSLA
$1.39T
| $675K | 0.5% |
1,500
| – | – |
|
9
Apple
AAPL
$4.62T
| $368K | 0.27% |
1,353
| – | – |
|
10
iShares Morningstar Growth ETF
ILCG
$3.22B
| $312K | 0.23% |
3,000
| – | – |
|
11
Alphabet (Google) Class A
GOOGL
$4.22T
| $297K | 0.22% |
948
| – | – |
|
12
Vanguard S&P 500 ETF
VOO
$1.03T
| $290K | 0.21% |
463
| – | – |
|
|
13
Schwab US TIPS ETF
SCHP
$16.4B
| – | – |
-248,356
| Closed | -$6.69M |
|
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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 Consumer Discretionary at 0.5% of assets, down from 0.53% a quarter earlier, followed by Technology and Communication Services.
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.