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 51–100 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 10K | $1M+ | SH |
| IAC | IAC INC | 175K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 8K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| DIBS | 1STDIBS COM INC | 1.1M | $1M+ | SH |
| SUB | ISHARES TR | 56K | $1M+ | SH |
| IWF | ISHARES TR | 12K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 20K | $1M+ | SH |
| HD | HOME DEPOT INC | 17K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 59K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 14K | $1M+ | SH |
| AVGO | BROADCOM INC | 15K | $1M+ | SH |
| MUB | ISHARES TR | 47K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 99K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 39K | $1M+ | SH |
| BX | BLACKSTONE INC | 29K | $1M+ | SH |
| WMT | WALMART INC | 39K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 24K | $1M+ | SH |
| MRK | MERCK & CO INC | 40K | $1M+ | SH |
| EL | LAUDER ESTEE COS INC | 40K | $1M+ | SH |
| DIS | DISNEY WALT CO | 36K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 76K | $1M+ | SH |
| MCD | MCDONALDS CORP | 13K | $1M+ | SH |
| ITOT | ISHARES TR | 27K | $1M+ | SH |
| IJH | ISHARES TR | 60K | $1M+ | SH |
| ORCL | ORACLE CORP | 20K | $1M+ | SH |
| V | VISA INC | 11K | $1M+ | SH |
| EBAY | EBAY INC. | 42K | $1M+ | SH |
| IYW | ISHARES TR | 18K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 66K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 6K | $1M+ | SH |
| IWM | ISHARES TR | 14K | $1M+ | SH |
| WINN | HARBOR ETF TRUST | 111K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 43K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 54K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 165K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 66K | $1M+ | SH |
| DVY | ISHARES TR | 23K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 103K | $1M+ | SH |
| LC | LENDINGCLUB CORP | 165K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 104K | $1M+ | SH |
| IWD | ISHARES TR | 14K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |
| RTX | RTX CORPORATION | 16K | $1M+ | SH |
| ROST | ROSS STORES INC | 16K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 38K | $1M+ | SH |
| IVW | ISHARES TR | 23K | $1M+ | SH |