CIK 1945037

Coston, McIsaac & Partners

Institutional 13F holdings & portfolio

Holdings

921

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 151–200 of 921

Ticker	Company	Shares	Value	Type
—	MFS VALUE I	3K	$100K–$500K	SH
VWO	VANGUARD FTSE EMERGING MARKETS ETF	2K	$100K–$500K	SH
—	NUVEEN LARGE CAP VALUE IDX R6	5K	$100K–$500K	SH
—	DFA US SUSTAINABILITY CORE 1	3K	$100K–$500K	SH
CSCO	CISCO SYS INC	2K	$100K–$500K	SH
—	TRANSAMERICA MID CAP VALUE OPPS I	13K	$100K–$500K	SH
—	DFA SELECTIVELY HEDGED GLOBAL F/I I	14K	$100K–$500K	SH
DE	DEERE & CO	273	$100K–$500K	SH
—	DFA US SOCIAL CORE EQUITY 2 PORTFOLIO	4K	$100K–$500K	SH
LMT	LOCKHEED MARTIN CORP	262	$100K–$500K	SH
—	DFA US LARGE COMPANY I	3K	$100K–$500K	SH
—	DFA INTL SUSTAINABILITY CORE 1	8K	$100K–$500K	SH
SPDW	SPDR PORTFOLIO DVLPD WRLD EX-US ETF	3K	$100K–$500K	SH
USMV	ISHARES MSCI USA MIN VOLFCTR ETF	1K	$100K–$500K	SH
ABBV	ABBVIE INC	522	$100K–$500K	SH
—	SCHWAB MARKETTRACK GROWTH	4K	$100K–$500K	SH
T	AT&T INC	5K	$100K–$500K	SH
ADM	ARCHER-DANIELS MIDLAND C	2K	$100K–$500K	SH
GE	GE AEROSPACE	377	$100K–$500K	SH
—	AMERICAN FUNDS CAPITAL INCOME BLDR A	1K	$100K–$500K	SH
—	SCHWAB TARGET 2030	7K	$100K–$500K	SH
OKE	ONEOK INC NEW	2K	$100K–$500K	SH
—	JPMORGAN EMERGING MARKETS EQUITY I	3K	$100K–$500K	SH
—	VANGUARD INTERNATIONAL VALUE INV	3K	$100K–$500K	SH
—	DIMENSIONAL 2060 TARGET DT RTR INC INSTL	5K	$100K–$500K	SH
BMY	BRISTOL MYERS SQUIBB CO	2K	$100K–$500K	SH
IWN	ISHARES RUSSELL 2000 VALUE ETF	597	$100K–$500K	SH
—	FIDELITY CONTRAFUND	4K	$100K–$500K	SH
EFA	ISHARES MSCI EAFE ETF	1K	$100K–$500K	SH
—	SCHWAB TARGET 2035	6K	$100K–$500K	SH
—	JANUS HENDERSON FORTY T	2K	$100K–$500K	SH
DUK	DUKE ENERGY CORP NEW	872	$100K–$500K	SH
VDE	VANGUARD ENERGY ETF	813	$100K–$500K	SH
XLE	STATE STRET ENRGY SLECT SEC SPDR ETF	2K	$100K–$500K	SH
IAU	ISHARES GOLD ETF	1K	$50K–$100K	SH
SHOP	SHOPIFY INC FCLASS A	620	$50K–$100K	SH
SGOL	ABRDN PHYSICAL GOLD SHARES ETF	2K	$50K–$100K	SH
IWD	ISHARES RUSSELL 1000 VALUE ETF	470	$50K–$100K	SH
FVD	FIRST TRUST VALUE DIVIDEND INDEX ETF	2K	$50K–$100K	SH
IWF	ISHARES RUSSELL 1000 GROWTH ETF	205	$50K–$100K	SH
DFGP	DIMENSIONAL GBL CRE PLS FXD ETF	2K	$50K–$100K	SH
—	AQR EMERGING MULTI-STYLE II R6	7K	$50K–$100K	SH
EEM	ISHARES MSCI EMERGING MARKETS ETF	2K	$50K–$100K	SH
INTC	INTEL CORP	3K	$50K–$100K	SH
TDIV	FIRST TR NASDAQ TECH DIVIDX ETF	979	$50K–$100K	SH
SPYG	ST STRT SPDR PRTL S&P 500 GRW ETF IV	885	$50K–$100K	SH
—	MFS GROWTH I	473	$50K–$100K	SH
SPYV	ST STRT SPDR PRTFL S&P 500 VL ETF IV	2K	$50K–$100K	SH
—	MONEY MARKET POOL	76K	$50K–$100K	SH
JNJ	JOHNSON & JOHNSON	445	$50K–$100K	SH