Institutional Manager · CIK 0001859195
Platt Investment Counsel, LLC
Lake Mary, FL · File #028-21164
Latest AUM
$135.3M
Positions
12
Top-10 Concentration
99.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202512 pos · $135.3M
- 13F HOLDINGS REPORTQ/E Sep 202512 pos · $127.0M
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $105.2M
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $101.3M
- 13F HOLDINGS REPORTQ/E Dec 202410 pos · $104.8M
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $112.7M
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $104.0M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $104.9M
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $83.8M
- 13F HOLDINGS REPORTQ/E Sep 20239 pos · $88.1M
- 13F HOLDINGS REPORTQ/E Jun 20239 pos · $74.8M
- 13F HOLDINGS REPORTQ/E Mar 20239 pos · $70.3M
Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 921910733 | 401,994 | $48.6M | 35.93% |
| 2 | INVESCO QQQ TR | IVZ | 42,755 | $26.3M | 19.41% |
| 3 | ISHARES TR | 464287507 | 276,228 | $18.2M | 13.47% |
| 4 | VANGUARD BD INDEX FDS | 921937835 | 187,104 | $13.9M | 10.24% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C409 | 137,917 | $11.0M | 8.13% |
| 6 | VANGUARD BD INDEX FDS | 921937793 | 138,449 | $9.6M | 7.11% |
| 7 | ISHARES TR | 464287655 | 23,469 | $5.8M | 4.27% |
| 8 | TESLA INC | TSLA | 1,500 | $674,580 | 0.50% |
| 9 | APPLE INC | AAPL | 1,353 | $367,827 | 0.27% |
| 10 | ISHARES TR | 464287119 | 3,000 | $312,120 | 0.23% |
| 11 | ALPHABET INC | GOOG | 948 | $296,724 | 0.22% |
| 12 | VANGUARD INDEX FDS | 922908363 | 463 | $290,361 | 0.21% |