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Platt Investment Counsel, LLC
Platt Investment Counsel, LLC is a family-oriented investment advisory firm headquartered in Lake Mary, Florida. Founded in 2021, the firm operates with a boutique structure—employing a single investment professional—and is dedicated to serving families, individuals, and a select number of non-profit organizations. The firm focuses on building long-term relationships with clients, offering transparent, client-first financial advice. As of March 2025, Platt Investment Counsel manages approximately $146 million in assets and prioritizes straightforward, trustworthy financial stewardship and competitive, long-term results for its clients.
Investment Strategy
Platt Investment Counsel employs a low-cost, liquid ETF-focused investment strategy tailored around the economic cycle and individual client objectives. The firm emphasizes maintaining portfolio liquidity, building wealth gradually, and ensuring assets remain under client control. The strategy aims for competitive long-term returns through a practical, common sense approach while avoiding unnecessary complexity. Communication and client education are key, and portfolios are adjusted in response to economic cycle developments.
Latest 13F Filing Activity
Platt Investment Counsel, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 12 equity positions with a total 13F market value of $127M. The fund increased holdings in Vanguard BD Index FDS, Schwab Strategic TR, Vanguard World FD among other positions. Platt Investment Counsel, LLC reduced exposure to Vanguard Scottsdale FDS, Vanguard BD Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ESGV | VANGUARD WORLD FD | 37.43% | $47.5M | 401,203 | $76.66 | $118.44 | +$5.4M |
Q QQQ | INVESCO QQQ TR | 20.41% | $25.9M | 43,158 | $356.92 | $600.37 | +$4.4M |
I IJH | ISHARES TR | 14.08% | $17.9M | 274,005 | $49.86 | $65.26 | +$2.8M |
V VCSH | VANGUARD SCOTTSDALE FDS | 8.58% | $10.9M | 136,285 | $78.89 | $79.93 | -$5.1M |
B BND | VANGUARD BD INDEX FDS | 7.28% | $9.2M | 124,354 | $74.37 | $74.37 | +$9.2M |
Industry Allocation
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