CIK 1945037
Coston, McIsaac & Partners
Institutional 13F holdings & portfolio
Holdings
921
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | DFA GLOBAL EQUITY I | 436K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 47K | $1M+ | SH |
| VGUS | VANGUARD ULTRA SHORT TREASURY ETF | 204K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 30K | $1M+ | SH |
| AAPL | APPLE INC | 50K | $1M+ | SH |
| WMT | WALMART INC | 94K | $1M+ | SH |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 178K | $1M+ | SH |
| KO | THE COCA-COLA CO | 99K | $1M+ | SH |
| — | SCHWAB US TREASURY MONEY ULTRA | 6.8M | $1M+ | SH |
| SO | SOUTHERN CO | 74K | $1M+ | SH |
| PEP | PEPSICO INC | 40K | $1M+ | SH |
| MDT | MEDTRONIC PLC F | 57K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 31K | $1M+ | SH |
| PAYX | PAYCHEX INC | 40K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE TERM COR ETF | 41K | $1M+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 21K | $1M+ | SH |
| HSY | HERSHEY CO | 17K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 40K | $1M+ | SH |
| VCSH | VANGUARD SHORT TERM COR BD ETF | 37K | $1M+ | SH |
| TDV | PROSHRS S P TECH DV ARSTETF | 31K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 20K | $1M+ | SH |
| DUHP | DIMENSIONAL US HIGH PROFTBLTY ETF | 61K | $1M+ | SH |
| — | SCHWAB S&P 500 INDEX | 119K | $1M+ | SH |
| DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | 45K | $1M+ | SH |
| — | DFA US CORE EQUITY 2 I | 40K | $1M+ | SH |
| SDY | STATE STREET SPDR S&P DIV ETF | 12K | $1M+ | SH |
| — | DFA GLOBAL ALLOCATION 60/40 I | 73K | $1M+ | SH |
| — | DFA FIVE-YEAR GLOBAL FIXED-INCOME I | 153K | $1M+ | SH |
| — | DFA INTERNATIONAL CORE EQUITY 2 I | 68K | $1M+ | SH |
| VTIP | VANGUARD SHRT INF PROT SEC INDEX ETF | 28K | $1M+ | SH |
| — | VANGUARD 500 INDEX ADMIRAL | 2K | $1M+ | SH |
| FNLC | FIRST BANCORP INC ME | 50K | $1M+ | SH |
| — | AMERICAN FUNDS FUNDAMENTAL INVS A | 13K | $1M+ | SH |
| — | VANGUARD TOTAL BOND MARKET INDEX ADM | 108K | $1M+ | SH |
| — | DFA US VECTOR EQUITY I | 34K | $1M+ | SH |
| MRK | MERCK & CO. INC. | 9K | $500K+ | SH |
| — | DFA INFLATION-PROTECTED SECURITIES I | 88K | $500K+ | SH |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | 12K | $500K+ | SH |
| — | DFA EMERGING MARKETS CORE EQUITY 2 I | 31K | $500K+ | SH |
| — | FIDELITY 500 INDEX | 4K | $500K+ | SH |
| — | AMERICAN FUNDS WASHINGTON MUTUAL A | 13K | $500K+ | SH |
| — | DFA TWO-YEAR GLOBAL FIXED-INCOME I | 84K | $500K+ | SH |
| — | AQR LARGE CAP MULTI-STYLE R6 | 31K | $500K+ | SH |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC A | 9K | $500K+ | SH |
| IBM | IBM CORP | 2K | $500K+ | SH |
| LLY | ELI LILLY AND CO | 529 | $500K+ | SH |
| CAC | CAMDEN NATL CORP | 13K | $500K+ | SH |
| — | SCHWAB MARKETTRACK ALL EQUITY | 20K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2K | $500K+ | SH |