Platt Investment Counsel, LLC ETF holdings
Cary, NC
Reported $147.5M in 10 ETFs in its Form 13F for June 30, 2026.
ETF value
$147.5M
ETFs held
10
Change from prior quarter
+14.5%
With price moves
ETFs as a share of its 13F
98.9%
of $149.3M
Top 10 of 10 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ESGV | Vanguard ESG U.S. Stock ETF | $46.1M | 348,831 | +1,617 shares |
| QQQ | Invesco QQQ Trust | $27.0M | 36,623 | −254 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $22.1M | 286,085 | +271 shares |
| BND | Vanguard Total Bond Market ETF | $11.5M | 156,616 | +1,281 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $11.4M | 144,727 | +1,829 shares |
| BLV | Vanguard Long-Term Bond ETF | $11.4M | 164,964 | +2,880 shares |
| IWM | iShares Russell 2000 ETF | $9.8M | 32,625 | +58 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $7.7M | 91,376 | +832 shares |
| VOO | Vanguard S&P 500 ETF | $318K | 463 | No change |
| ILCG | iShares Morningstar Growth ETF | $309K | 2,638 | No change |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001859195. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Platt Investment Counsel, LLC own?
Platt Investment Counsel, LLC reported 10 ETF positions worth $147.5M in its Form 13F for June 30, 2026. The largest was ESGV, at $46.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.