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 201–250 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | DFA INVESTMENT GRADE I | 9K | $50K–$100K | SH |
| MCO | MOODYS CORP | 177 | $50K–$100K | SH |
| COMT | ISHR ETF GSCI CMD DYN STR ETF | 4K | $50K–$100K | SH |
| — | VANGUARD WELLESLEY INCOME INV | 4K | $50K–$100K | SH |
| — | HARRISON STREET REAL ASSETS FUND | 3K | $50K–$100K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STK ETF | 1K | $50K–$100K | SH |
| DFAT | DIMENSIONAL U S TARGETEDVALUE ETF | 1K | $50K–$100K | SH |
| TJX | TJX COS INC NEW | 564 | $50K–$100K | SH |
| — | COLUMBIA DISCIPLINED CORE A | 6K | $50K–$100K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 259 | $50K–$100K | SH |
| DFSD | DIMENSIONAL SHRT DRT FXDINCM ETF | 2K | $50K–$100K | SH |
| — | VANGUARD PRIMECAP ADM | 435 | $50K–$100K | SH |
| XLF | STE STRT FINCL SLCT SECTOR SPDR ETF | 1K | $50K–$100K | SH |
| RWR | ST SRT SPDR DOW JONES REIT ET ETF IV | 813 | $50K–$100K | SH |
| — | SCHWAB TARGET 2050 | 4K | $50K–$100K | SH |
| CVS | CVS HEALTH CORP | 992 | $50K–$100K | SH |
| — | BLACKROCK STRATEGIC INCOME OPPS INSTL | 8K | $50K–$100K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 549 | $50K–$100K | SH |
| — | TOUCHSTONE NON-US EQUITY A | 3K | $50K–$100K | SH |
| FRFHF | FAIRFAX FINL HLDGS LTD F | 40 | $50K–$100K | SH |
| — | PARNASSUS MID CAP INSTITUTIONAL | 2K | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSIN | 298 | $50K–$100K | SH |
| NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | 731 | $50K–$100K | SH |
| HD | HOME DEPOT INC | 218 | $50K–$100K | SH |
| — | VANGUARD SHORT-TERM INVESTMENT-GRADE ADM | 7K | $50K–$100K | SH |
| — | BNY MELLON S&P 500 INDEX | 1K | $50K–$100K | SH |
| — | DFA SHORT TERM MUNICIPAL BOND I | 7K | $50K–$100K | SH |
| HYD | VANECK HIGH YIELD MUNI ETF | 1K | $50K–$100K | SH |
| — | SCHWAB INTERNATIONAL INDEX | 2K | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS I | 2K | $50K–$100K | SH |
| — | DFA US LARGE CAP VALUE III | 2K | $50K–$100K | SH |
| — | FIDELITY ADVISOR EQUITY GROWTH M | 3K | $50K–$100K | SH |
| — | T. ROWE PRICE EQUITY INCOME | 2K | $50K–$100K | SH |
| — | PARNASSUS CORE EQUITY INSTITUTIONAL | 1K | $50K–$100K | SH |
| — | SCHWAB TARGET 2025 | 5K | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON INC | 696 | $50K–$100K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 1K | $50K–$100K | SH |
| ESGV | VANGUARD ESG US STOCK ETF | 563 | $50K–$100K | SH |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 1K | $50K–$100K | SH |
| — | GATEWAY Y | 1K | $50K–$100K | SH |
| IJH | ISHARES CORE S&P MID CAPETF | 1K | $50K–$100K | SH |
| LOW | LOWES COS INC | 282 | $50K–$100K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 1K | $50K–$100K | SH |
| — | PUTNAM CORE EQUITY FUND A | 1K | $50K–$100K | SH |
| — | DFA INTERNATIONAL VALUE I | 2K | $50K–$100K | SH |
| — | T. ROWE PRICE HEALTH SCIENCES | 790 | $50K–$100K | SH |
| PDBC | INVSC ACTVLY MNG OPTM YDDVRS ETF | 5K | $50K–$100K | SH |
| — | BARON SMALL CAP INSTL | 2K | $50K–$100K | SH |
| — | SCHWAB SMALL CAP INDEX | 2K | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 354 | $50K–$100K | SH |