StockDriftsStockDriftsTop 14 Platt Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | 30.91% | 348.8K | $46.1M | +0.47%(+1.62K) | $72.48(+88.64%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 18.07% | 36.6K | $27.0M | -0.69%(-254) | $341.28(+111.21%) | 2026-06-30 | |
| IJH | ISHARES TR | 14.78% | 286.1K | $22.1M | +0.09%(+271) | $47.51(+63.98%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 7.7% | 156.6K | $11.5M | +0.82%(+1.28K) | $74.07(-2.40%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.66% | 144.7K | $11.4M | +1.28%(+1.83K) | $78.58(-0.04%) | 2026-06-30 | |
| BLV | VANGUARD BD INDEX FDS | 7.62% | 165.0K | $11.4M | +1.78%(+2.88K) | $69.62(-5.07%) | 2026-06-30 | |
| IWM | ISHARES TR | 6.57% | 32.6K | $9.8M | +0.18%(+58) | $207.78(+45.05%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.13% | 91.4K | $7.7M | +0.92%(+832) | $74.37(+14.70%) | 2026-06-30 | |
| TSLA | TESLA INC | 0.38% | 1.4K | $568K | -10.00%(-150) | $189.11(+75.47%) | 2026-06-30 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.33% | 8.5K | $491K | new | $58.67(+10.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.34% | +53.44% | +6.89% | +39.55% |
| Top 20 Holdings Unweighted | +15.36% | +53.54% | +9.02% | +54.03% |
Platt Investment Counsel, LLC reports $149.26M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are ESGV (30.9%), QQQ (18.1%) and IJH (14.8%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +53.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Platt Investment Counsel, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1859195). View Platt Investment Counsel, LLC’s 13F filings on SEC