13FBOX
Platt Investment Counsel, LLC · 13F Holdings
Options Calculator Rankings

Platt Investment Counsel, LLC

No.8160 Data as of 2026Q2
Latest AUM (Q2 2026)
$149.3M
QoQ Change Q1 2026
+$19.4M+14.9%
Holdings
14
New Buys
1
Adds
9
Reduces
2
Exits
0
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD WORLD FDESGV
30.91%30.01%$46.1M348,831$39.0M347,214+1,617+0.47%Add
IINVESCO QQQ TRVOO
18.07%16.39%$27.0M36,623$21.3M36,877-254-0.69%Reduce
IISHARES COREIJH
14.78%14.86%$22.1M286,085$19.3M285,814+271+0.09%Add
VVANGUARD TOTALBND
7.7%8.81%$11.5M156,616$11.4M155,335+1,281+0.82%Add
VVANGUARD SCOTTSDALE FDSBSV
7.66%8.72%$11.4M144,727$11.3M142,898+1,829+1.28%Add
VVANGUARD BD INDEX FDSBLV
7.62%8.58%$11.4M164,964$11.1M162,084+2,880+1.78%Add
IISHARES RUSSELLIWM
6.57%6.22%$9.8M32,625$8.1M32,567+58+0.18%Add
VVANGUARD INTL EQUITY INDEX FVEU
5.13%5.24%$7.7M91,376$6.8M90,544+832+0.92%Add
TESLA INCTSLA
0.38%0.43%$567,8101,350$557,6251,500-150-10.00%Reduce
BRISTOL-MYERS SQUIBB COBMY
0.33%$491,2118,525$00+8,525New Buy
ALPHABET INCGOOGL
0.22%0.16%$331,639928$207,043720+208+28.89%Add
APPLE INCAAPL
0.22%0.18%$321,4791,111$237,294935+176+18.82%Add
VVANGUARD INDEX FDSVOO
0.21%0.21%$317,993463$276,66646300.00%Unchanged
IISHARES TRILCG
0.21%0.19%$308,6992,638$251,8762,63800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow