Platt Investment Counsel
Platt Investment Counsel reported 15 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are ESGV (29.7%), QQQ (15.2%) and IJH (14.0%). Compared with Q2 2026, the fund opened new positions in IVA, added to VCSH, VEU and IWM and trimmed ESGV, QQQ and IJH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ESGV Vanguard Esg US Stock | $43.1M | 29.7% | 318K | −31K (−9%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $22.1M | 15.2% | 30K | −6,685 (−18%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $20.4M | 14.0% | 283K | −2,746 (−1%) | 8 of 8 | |
| 4 |  VCSH Vanguard Scottsdale Fds | $13.4M | 9.3% | 174K | +29K (+20%) | 8 of 8 | |
| 5 |  VEU Vanguard Intl Equity Index F | $12.1M | 8.3% | 146K | +54K (+59%) | 3 of 8 | |
| 6 |  IWM Ishares TR | $11.4M | 7.8% | 41K | +8,366 (+26%) | 6 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $10.4M | 7.2% | 148K | −8,465 (−5%) | 5 of 8 | |
| 8 |  BLV Vanguard BD Index Fds | $10M | 6.9% | 160K | −5,322 (−3%) | 7 of 8 | |
| 9 |  BMY Bristol Myers Squibb Co | $532K | 0.4% | 8,525 | No change | 2 of 8 | |
| 10 |  TSLA Tesla Inc | $468K | 0.3% | 1,320 | −30 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Platt Investment Counsel 13F FAQ
What does Platt Investment Counsel own?
Platt Investment Counsel reported 15 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are ESGV (29.7%), QQQ (15.2%) and IJH (14.0%). The table above lists every position in the filing (the top 10 without an account).
What did Platt Investment Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 3 added to, 7 trimmed and 0 sold out. New positions include IVA.
When will Platt Investment Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Platt Investment Counsel's portfolio worth?
The Q3 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.