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 101–150 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | VANGUARD EQUITY-INCOME INV | 5K | $100K–$500K | SH |
| VSGX | VANGUARD ESG INTERNATNL STOCK ETF | 3K | $100K–$500K | SH |
| IWS | ISHARES RUSSELL MID CAP VALUE ETF | 2K | $100K–$500K | SH |
| — | T. ROWE PRICE COMM & TECH INVESTOR | 2K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 232 | $100K–$500K | SH |
| DFAW | DIMENSIONAL WORLD EQUITYETF | 3K | $100K–$500K | SH |
| QQQ | INVSC QQQ TRUST SRS 1 ETF | 350 | $100K–$500K | SH |
| — | AMERICAN FUNDS INCOME FUND OF AMER A | 8K | $100K–$500K | SH |
| — | VANGUARD TAX-MANAGED CAPITAL APP ADM | 595 | $100K–$500K | SH |
| TYL | TYLER TECHNOLOGIES INC | 457 | $100K–$500K | SH |
| — | T. ROWE PRICE GROWTH STOCK | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 414 | $100K–$500K | SH |
| ADBE | ADOBE INC | 573 | $100K–$500K | SH |
| — | VANGUARD TOTAL STOCK MKT IDX ADM | 1K | $100K–$500K | SH |
| — | DFA US CORE EQUITY 1 I | 4K | $100K–$500K | SH |
| FULT | FULTON FINL CORP PA | 10K | $100K–$500K | SH |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 784 | $100K–$500K | SH |
| — | VANGUARD DIVIDEND GROWTH FUND INV | 5K | $100K–$500K | SH |
| — | DFA INTERNATIONAL SMALL COMPANY I | 7K | $100K–$500K | SH |
| — | AQR INTERNATIONAL MULTI-STYLE R6 | 10K | $100K–$500K | SH |
| — | AMERICAN FUNDS NEW PERSPECTIVE A | 2K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 633 | $100K–$500K | SH |
| AWR | AMERICAN STS WTR CO | 2K | $100K–$500K | SH |
| VPU | VANGUARD UTILITIES ETF | 933 | $100K–$500K | SH |
| — | VANGUARD SMALL CAP VALUE INDEX ADMIRAL | 2K | $100K–$500K | SH |
| — | FIDELITY BALANCED | 5K | $100K–$500K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 6K | $100K–$500K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3K | $100K–$500K | SH |
| — | AMERICAN FUNDS GROWTH FUND OF AMER F1 | 2K | $100K–$500K | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 6K | $100K–$500K | SH |
| RDVY | FT RISING DIVIDEND ACHIEVERS ETF | 2K | $100K–$500K | SH |
| DFSB | DIMNSNL GLBL SUSTN FIXEDINCM ETF | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PART LP | 5K | $100K–$500K | SH |
| NVDA | NVIDIA CORP | 836 | $100K–$500K | SH |
| — | NUVEEN LARGE CAP GR IDX R6 | 2K | $100K–$500K | SH |
| VB | VANGUARD SMALL CAP ETF | 591 | $100K–$500K | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 723 | $100K–$500K | SH |
| — | VICTORY 500 INDEX MEMBER | 2K | $100K–$500K | SH |
| V | VISA INC CLASS CLASS A | 432 | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 790 | $100K–$500K | SH |
| CLS | CELESTICA INC EQUITY FCLASS EQUITY | 507 | $100K–$500K | SH |
| DFSI | DIMENSNL INTERNTL SUS CORE 1 ETF | 3K | $100K–$500K | SH |
| — | VANGUARD WINDSOR II INV | 3K | $100K–$500K | SH |
| — | DFA REAL ESTATE SECURITIES I | 4K | $100K–$500K | SH |
| DFAX | DIMENSIONAL WLD EX US CREQ 2 ETF | 4K | $100K–$500K | SH |
| — | AMERICAN FUNDS NEW WORLD A | 1K | $100K–$500K | SH |
| — | SCHWAB TARGET 2055 INDEX | 6K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CLASS CLASS A | 433 | $100K–$500K | SH |