Platt Investment Counsel, LLC

Q1 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$129,889
Net value change ($000)
-5,431 (-4.0%)
New positions
1
Sold out positions
0
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEU 6,800 NEW
IWM 2,300 39.8%
IJH 1,070 5.9%
VCSH 332 3.0%
Top Reduces (Value $000, Stocks/ETFs)
ESGV -9,643 -19.8%
QQQ -4,980 -19.0%
BND -2,420 -17.5%
AAPL -131 -35.6%
TSLA -117 -17.3%
GOOGL -90 -30.3%
ILCG -60 -19.2%
VOO -13 -4.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type