CIK 1599330
Joel Isaacson & Co., LLC
Institutional 13F holdings & portfolio
Holdings
460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | 2.8M | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.3M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 508K | $1M+ | SH |
| GOOGL | ALPHABET INC | 515K | $1M+ | SH |
| GOOG | ALPHABET INC | 487K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 1.0M | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 466K | $1M+ | SH |
| AAPL | APPLE INC | 450K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 135K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 145K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 118K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 202K | $1M+ | SH |
| IJK | ISHARES TR | 502K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 793K | $1M+ | SH |
| AMZN | AMAZON COM INC | 183K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 511K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 78K | $1M+ | SH |
| META | META PLATFORMS INC | 56K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 163K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 192K | $1M+ | SH |
| ESGU | ISHARES TR | 177K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 41K | $1M+ | SH |
| VTEI | VANGUARD MUN BD FDS | 237K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 36K | $1M+ | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 745K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 58K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 246K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 35K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 135K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 78K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 237K | $1M+ | SH |
| LLY | ELI LILLY & CO | 11K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 132K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 79K | $1M+ | SH |
| GLD | SPDR GOLD TR | 28K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 51K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 49K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 72K | $1M+ | SH |
| IVV | ISHARES TR | 14K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 70K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 114K | $1M+ | SH |
| FTAI | FTAI AVIATION LTD | 45K | $1M+ | SH |
| NFLX | NETFLIX INC | 94K | $1M+ | SH |
| MS | MORGAN STANLEY | 49K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 10K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 71K | $1M+ | SH |
| WMG | WARNER MUSIC GROUP CORP | 255K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 19K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 129K | $1M+ | SH |
| COR | CENCORA INC | 23K | $1M+ | SH |