Platt Investment Counsel, LLC has filed its Form 13F-HR, disclosing the firm’s equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm’s principal business address as 1400 Gathering Park Cir. Unit 202 in Cary, North Carolina.
The report indicates that the firm holds a total of 15 equity securities. The largest position disclosed in the portfolio is Alphabet Inc., Class A Capital Stock, with 928 shares. Apple Inc. follows with 1,111 shares, while Bristol-Myers Squibb Co. holds 8,525 shares.
Platt Investment Counsel also lists significant positions in exchange-traded funds. The firm holds 29,938 shares of the Invesco QQQ Trust Series 1 and 283,339 shares of the iShares Core S&P 500 ETF. The iShares Morningstar Growth ETF is held with 2,507 shares, and the iShares Russell 2000 ETF with 40,991 shares.
Other notable holdings include Inventa SA ADS with 12,260 shares and Tesla Inc. with 1,320 shares. The filing also includes positions in various Vanguard bond index funds, including the Vanguard Bond Index Funds Long-Term Bond with 159,642 shares and the Vanguard Bond Index Funds Total Bond Market with 148,151 shares.
Additionally, the firm holds 463 shares of the Vanguard Index Funds S&P 500 ETF Shares and 145,591 shares of the Vanguard International Equity Index Fund All World ex US. The portfolio also includes the Vanguard Scottsdale Funds Short-Term Corp Bond with 174,010 shares and the Vanguard World Fund ESG US Stock ETF with 317,973 shares.
