Platt Investment Counsel, LLC

Q3 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$145,301
Net value change ($000)
-3,957 (-2.7%)
New positions
1
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 4,427 57.8%
VCSH 2,004 17.5%
IWM 1,589 16.2%
AAPL 49 15.3%
IVA 45 NEW
BMY 41 8.4%
VOO 6 1.9%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -4,822 -17.9%
ESGV -3,034 -6.6%
IJH -1,674 -7.6%
BND -1,104 -9.6%
TSLA -100 -17.6%
ILCG -16 -5.2%
GOOGL -13 -3.9%
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