13F Filings History of Platt Investment Counsel, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$135,319,785
Signature - Title
Peter Platt - President
Location
Lake Mary, FL
Summary
This page shows a list of all the recent 13F filings made by Platt Investment Counsel, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Platt Investment Counsel, LLC reported 12 stock holdings with total value $135,319,785 as of Q4 2025. Top holdings included ESGV, QQQ, IJH, BND, and VCSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $135,319,785 +$13,579,588 -$6,940,761 +$6,638,827 ESGV, QQQ, IJH, BND, VCSH 13F-HR 07 Jan 2026, 08:46
Q3 2025 12 $126,957,915 +$22,671,712 -$7,578,095 +$15,093,617 ESGV, QQQ, IJH, VCSH, BND 13F-HR 14 Oct 2025, 11:14
Q2 2025 9 $105,232,119 +$5,621,920 -$10,687,749 -$5,065,829 ESGV, QQQ, VCSH, IJH, BLV 13F-HR 07 Jul 2025, 09:24
Q1 2025 10 $101,349,784 +$20,983,015 -$17,318,581 +$3,664,434 ESGV, QQQ, IJH, VCSH, IWM 13F-HR 10 Apr 2025, 14:54
Q4 2024 10 $104,788,988 +$76,216 -$10,542,029 -$10,465,813 ESGV, QQQ, IWM, IJH, XLI 13F-HR 15 Jan 2025, 16:56
Q3 2024 10 $112,659,382 +$2,910,945 -$198,240 +$2,712,705 ESGV, QQQ, IWM, IJH, XLI 13F-HR 24 Oct 2024, 16:11
Q2 2024 10 $103,985,674 +$7,797,916 -$10,489,047 -$2,691,131 ESGV, QQQ, IWM, IJH, XLI 13F-HR 16 Jul 2024, 14:06
Q1 2024 10 $104,948,052 +$17,019,810 -$4,674,793 +$12,345,017 ESGV, QQQ, IWM, IJH, VSGX 13F-HR 19 Apr 2024, 10:36
Q4 2023 10 $96,465,990 +$7,218,736 -$5,020,653 +$2,198,083 ESGV, QQQ, VSGX, IWM, IJH 13F-HR 09 Jan 2024, 16:37
Q3 2023 9 $83,800,749 +$80,531 -$556,817 -$476,286 ESGV, QQQ, IWM, IJH, VSGX 13F-HR 10 Oct 2023, 16:19
Q2 2023 9 $88,145,107 +$13,630,799 -$5,483,383 +$8,147,416 ESGV, QQQ, IWM, IJH, VSGX 13F-HR 13 Jul 2023, 16:13
Q1 2023 9 $74,818,641 +$3,554,682 -$4,428,469 -$873,787 ESGV, IJH, IWM, VSGX, QQQ 13F-HR 06 Apr 2023, 15:09
Q4 2022 9 $70,344,660 +$2,174,901 -$5,442,303 -$3,267,402 ESGV, IJH, VSGX, XLI, IWM 13F-HR 17 Jan 2023, 12:17
Q3 2022 13 $68,865,000 +$7,921,137 -$7,980,892 -$59,755 ESGV, IJH, IWM, VSGX, QQQ 13F-HR 12 Oct 2022, 12:00
Q2 2022 12 $73,594,000 +$2,533,071 -$18,560,697 -$16,027,626 ESGV, VSGX, IJH, IWM, XLI 13F-HR 11 Jul 2022, 16:58
Q1 2022 14 $107,548,000 +$5,387,402 -$7,504,433 -$2,117,031 VSGX, ESGV, IWM, IJH, XLI 13F-HR 18 Apr 2022, 16:55
Q4 2021 15 $117,235,000 +$1,534,871 -$2,393,315 -$858,444 VSGX, ESGV, IJH, IWM, XLI 13F-HR 13 Jan 2022, 11:39
Q3 2021 16 $112,663,000 +$810,411 -$638,686 +$171,725 VSGX, ESGV, IJH, IWM, XLI 13F-HR 08 Oct 2021, 14:12
Q2 2021 16 $116,320,000 +$1,828,605 -$1,488,189 +$340,416 VSGX, ESGV, IJH, IWM, XLI 13F-HR 14 Jul 2021, 15:38
Q1 2021 15 $111,498,000 +$10,761,294 -$10,929,630 -$168,336 VSGX, IJH, ESGV, IWM, XLI 13F-HR 12 May 2021, 12:45
Q4 2020 14 $105,583,000 $0 $0 $0 VSGX, IJH, QQQ, ESGV, XLI 13F-HR 05 May 2021, 14:26