Platt Investment Counsel, LLC
RIA/Wealth
Platt Investment Counsel, LLC is a RIA/Wealth led by Peter Markert Platt, reporting $146.0M in AUM as of Q3 2025 with 99% ETF concentration, 100% concentrated in top 10 holdings, and 37% allocation to ESGV.
PresidentPeter Markert Platt
- Portfolio Value
- $127.0M
- Positions
- 12
- Top Holding
- ESGV at 37.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Platt Investment Counsel, LLC's portfolio (99.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $47.5M | 37.43% | +$2.0M Bought | — 401.2K shares | |
ETF ETF | $25.9M | 20.41% | +$2.5M Bought | — 43.2K shares | |
ETF ETF | $17.9M | 14.08% | +$2.0M Bought | — 274.0K shares | |
ETF ETF | $10.9M | 8.58% | -$5.2M Sold | — 136.3K shares | |
ETF ETF | $9.2M | 7.28% | +$9.2M New | — 124.4K shares | |
ETF ETF | $7.0M | 5.49% | -$2.4M Sold | — 98.4K shares | |
ETF ETF | $6.7M | 5.27% | +$6.7M New | — 248.4K shares | |
Auto - Manufacturers Consumer Cyclical | $667.1K | 0.53% | — | 0.00% 1.5K shares | |
Consumer Electronics Technology | $344.5K | 0.27% | -$5.6K Sold | 0.00% 1.4K shares | |
ETF ETF | $312.9K | 0.25% | — | — 3.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Platt Investment Counsel, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+12.58% | |
+10.55% | |
+4.99% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-32.1% | |
-25.78% | |
-1.6% |
Analytics
Portfolio insights and performance metrics for Platt Investment Counsel, LLC
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