Institutional Fund
Platt Investment Counsel, LLC
Cary, NCCIK 18591955 filings on record
Portfolio Value
$129.89M
Q1 2026
Holdings
13
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-4.0%
from $135.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd30.0%
- Invesco Qqq Tr16.4%
- Ishares Tr14.9%
- Vanguard Bd Index Fds8.8%
- Vanguard Scottsdale Fds8.7%
- Vanguard Bd Index Fds8.6%
- Other12.6%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 347.2K | $38.98M | 30.0% | −54.8K | Reduced |
| 2 | Invesco Qqq Tr | 36.9K | $21.28M | 16.4% | −5.9K | Reduced |
| 3 | Ishares Tr | 285.8K | $19.30M | 14.9% | +9.6K | Added |
| 4 | Vanguard Bd Index Fds | 155.3K | $11.44M | 8.8% | −31.8K | Reduced |
| 5 | Vanguard Scottsdale Fds | 142.9K | $11.33M | 8.7% | +5.0K | Added |
| 6 | Vanguard Bd Index Fds | 162.1K | $11.15M | 8.6% | +23.6K | Added |
| 7 | Ishares Tr | 32.6K | $8.08M | 6.2% | +9.1K | Added |
| 8 | Vanguard Intl Equity Index F | 90.5K | $6.80M | 5.2% | +90.5K | New |
| 9 | Tesla Inc | 1.5K | $557.6K | 0.4% | 0 | Held |
| 10 | Vanguard Index Fds | 463 | $276.7K | 0.2% | 0 | Held |
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