Data as of Q4 2025 (Dec 31, 2025)

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

IWM
ISHARES TR
NEW
4.3% of portfolio
BND
VANGUARD BD INDEX FDS
+50.5%
10.2% of portfolio
BLV
VANGUARD BD INDEX FDS
+40.7%
7.1% of portfolio
IJH
ISHARES TR
+0.8%
13.5% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
+1.2%
8.1% of portfolio

📉 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

SCHP
SCHWAB STRATEGIC TR
SOLD
$6.7M

Changes from Q3 2025

NEW1 new position
↑5 increased
↓1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

ESGV35.9%
VANGUARD WORLD FD
$48.6M
NDQ19.4%
INVESCO QQQ TR
$26.3M
IJH13.5%
ISHARES TR
$18.2M
BND10.2%
VANGUARD BD INDEX FDS
$13.9M
VCSH8.1%
VANGUARD SCOTTSDALE FDS
$11.0M

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