Platt Investment Counsel, LLC: 13F holdings
CIK 18591952026Q2
| Positions | 14 |
|---|
| Reported value | $149.3m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 14 (+1 vs prior quarter) |
|---|
| Reported value | $149.3m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ESGV VANGUARD WORLD FD | 348,831 | $46.1m | 30.9% |
| QQQ INVESCO QQQ TR | 36,623 | $27.0m | 18.1% |
| IJH ISHARES TR | 286,085 | $22.1m | 14.8% |
| BND VANGUARD BD INDEX FDS | 156,616 | $11.5m | 7.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 144,727 | $11.4m | 7.7% |
| BLV VANGUARD BD INDEX FDS | 164,964 | $11.4m | 7.6% |
| IWM ISHARES TR | 32,625 | $9.8m | 6.6% |
| VEU VANGUARD INTL EQUITY INDEX F | 91,376 | $7.7m | 5.1% |
| TSLA TESLA INC | 1,350 | $567,810 | 0.4% |
| BMY BRISTOL-MYERS SQUIBB CO | 8,525 | $491,211 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1859195")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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