2026 Q1 Portfolio Activity
In 2026 Q1, Platt Investment Counsel, LLC maintained a portfolio of 13 distinct positions. The most significant new addition was VANGUARD INTL EQUITY INDEX F, now representing 5.24% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 38.8%.
Position History
hover any row below to update
Loading…
Total Positions
13
Quarter
2026 Q1
Top Holding
ESGV (30.0%)
Top 10 Concentration
99.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
Platt Investment Counsel, LLC Full Holdings List — 2026 Q1
| 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 | 30.01% | 35.93% |
#1
Prev: #1
|
6.5 |
—
|
-54,780 | -13.6% |
P
S
|
347,214 | $38,981,734 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 16.39% | 19.41% |
#2
Prev: #2
|
6.0 |
—
|
-5,878 | -13.7% |
P
S
|
36,877 | $21,284,714 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IJH
ISHARES TR
|
ETF | 14.86% | 13.47% |
#3
Prev: #3
|
5.5 |
—
|
9,586 | 3.5% |
P
S
|
285,814 | $19,301,039 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BND
VANGUARD BD IND...
|
ETF | 8.81% | 10.24% |
#4
Prev: #4
|
4.5 |
—
|
-31,769 | -17.0% |
P
S
|
155,335 | $11,438,869 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 8.72% | 8.13% |
#5
Prev: #5
|
4.5 |
—
|
4,981 | 3.6% |
P
S
|
142,898 | $11,327,524 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BLV
VANGUARD BD IND...
|
Bond/Debt | 8.58% | 7.11% |
#6
Prev: #6
|
5.4 |
—
|
23,635 | 17.1% |
P
S
|
162,084 | $11,148,138 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IWM
ISHARES TR
|
ETF | 6.22% | 4.27% |
#7
Prev: #7
|
5.0 |
—
|
9,098 | 38.8% |
P
S
|
32,567 | $8,076,616 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 5.24% | — |
#8
Prev: #—
|
5.6 |
—
|
90,544 | — |
NEW
|
90,544 | $6,799,854 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.43% | 0.50% |
#9
1
Prev: #8
|
1.2 |
—
|
no change | no change |
P
S
|
1,500 | $557,625 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.21% | 0.21% |
#10
2
Prev: #12
|
1.1 |
—
|
no change | no change |
P
S
|
463 | $276,666 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ILCG
ISHARES TR
|
Warrant | 0.19% | 0.23% |
#11
1
Prev: #10
|
0.6 |
—
|
-362 | -12.1% |
P
S
|
2,638 | $251,876 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 0.18% | 0.27% |
#12
3
Prev: #9
|
0.1 |
—
|
-418 | -30.9% |
P
S
|
935 | $237,294 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.16% | 0.22% |
#13
2
Prev: #11
|
0.1 |
—
|
-228 | -24.1% |
P
S
|
720 | $207,043 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-13 of 13 holdings