Platt Investment Counsel, LLC
•CIK: 1859195•Filing: Q4 2025
**Platt Investment Counsel, LLC** manages $135M across a concentrated portfolio of 12 positions. The fund exhibits significant exposure to the technology and growth sectors, highlighted by the top holding in ESGV at $48.6M. Notable allocations include NDQ ($26.3M) and IJH ($18.2M), suggesting a strategic tilt toward high-beta and sector-specific indices. The remaining portfolio diversification includes fixed income via BND ($13.9M) and various market ETFs.
Total AUM
$135.3M
QoQ Performance
+6.6%
Positions
9
Top 10 Concentration
99.6%
Latest Filing
Q4 2025
Top Holdings Allocation
ESGV
NDQ
IJH
BND
VCSH
BLV
ESGV35.9%
NDQ19.4%
IJH13.5%
BND10.2%
VCSH8.1%
BLV7.1%
IWM4.3%
TSLA0.5%
📈 Biggest Buys
📉 Biggest Sells
NDQ
INVESCO QQQ TR
-0.9%
19.4% of portfolio
Sector Breakdown
Other98.8%
Consumer0.5%
Technology0.5%
ETF0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑5 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022