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Peter Platt

Platt Investment Counsel, Llc

Assets Managed
$149.258M
Holdings
14
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
14.92%(2Q avg: 5.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Platt Investment Counsel, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Platt Investment Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 149.258M in assets, with a quarterly growth rate of 14.92% and a 2-quarter average growth rate of 5.45%. The portfolio is managed by Peter Platt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 0.47%
30.91%
$46.129M
348,831 shares@ $132.24 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.68%
18.07%
$26.969M
36,623 shares@ $736.41 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.1%
14.78%
$22.06M
286,085 shares@ $77.12 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.83%
7.71%
$11.497M
156,616 shares@ $73.42 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 1.28%
7.67%
$11.438M
144,727 shares@ $79.04 avg price
BLV
Vanguard Long-term Bond Etf
Recent Activity
Increased 1.78%
7.62%
$11.371M
164,964 shares@ $68.94 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 0.18%
6.57%
$9.802M
32,625 shares@ $300.45 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 0.92%
5.13%
$7.653M
91,376 shares@ $83.75 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -10%
0.39%
$567,810
1,350 shares@ $420.6 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
New Position
0.33%
$491,211
8,525 shares@ $57.63 avg price

1-10 of 14