2026 Q2 Portfolio Activity
In 2026 Q2, Platt Investment Counsel, LLC maintained a portfolio of 14 distinct positions. The most significant new addition was BRISTOL-MYERS SQUIBB CO, now representing 0.33% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing the position by 28.9%.
Position History
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Total Positions
14
Quarter
2026 Q2
Top Holding
ESGV (30.9%)
Top 10 Concentration
99.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Platt Investment Counsel, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ESGV
VANGUARD WORLD ...
|
ETF | 30.91% | 30.01% |
#1
Prev: #1
|
6.5 |
—
|
1,617 | 0.5% |
P
S
|
348,831 | $46,129,409 |
$74.55
+75.9%
|
2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | ||
|
QQQ
INVESCO QQQ TR
|
ETF | 18.07% | 16.39% |
#2
Prev: #2
|
6.0 |
—
|
-254 | -0.7% |
P
S
|
36,623 | $26,969,238 |
$345.94
+97.6%
|
2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | ||
|
IJH
ISHARES TR
|
ETF | 14.78% | 14.86% |
#3
Prev: #3
|
5.5 |
—
|
271 | 0.1% |
P
S
|
286,085 | $22,060,041 |
$57.12
+31.9%
|
2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | ||
|
BND
VANGUARD BD IND...
|
ETF | 7.70% | 8.81% |
#4
Prev: #4
|
4.1 |
—
|
1,281 | 0.8% |
P
S
|
156,616 | $11,497,181 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 7.66% | 8.72% |
#5
Prev: #5
|
4.1 |
—
|
1,829 | 1.3% |
P
S
|
144,727 | $11,437,775 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
BLV
VANGUARD BD IND...
|
Bond/Debt | 7.62% | 8.58% |
#6
Prev: #6
|
3.5 |
—
|
2,880 | 1.8% |
P
S
|
164,964 | $11,370,969 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
IWM
ISHARES TR
|
ETF | 6.57% | 6.22% |
#7
Prev: #7
|
3.1 |
—
|
58 | 0.2% |
P
S
|
32,625 | $9,802,181 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 5.13% | 5.24% |
#8
Prev: #8
|
2.6 |
—
|
832 | 0.9% |
P
S
|
91,376 | $7,652,740 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.38% | 0.43% |
#9
Prev: #9
|
0.7 |
—
|
-150 | -10.0% |
P
S
|
1,350 | $567,810 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.33% | — |
#10
Prev: #—
|
3.6 |
—
|
8,525 | — |
NEW
|
8,525 | $491,211 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.22% | 0.16% |
#11
2
Prev: #13
|
2.6 |
—
|
208 | 28.9% |
P
S
|
928 | $331,639 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.22% | 0.18% |
#12
Prev: #12
|
2.1 |
—
|
176 | 18.8% |
P
S
|
1,111 | $321,479 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.21% | 0.21% |
#13
3
Prev: #10
|
1.1 |
—
|
no change | no change |
P
S
|
463 | $317,993 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ILCG
ISHARES TR
|
Warrant | 0.21% | 0.19% |
#14
3
Prev: #11
|
1.1 |
—
|
no change | no change |
P
S
|
2,638 | $308,699 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 |
Showing 1-14 of 14 holdings