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Joel Isaacson & Co., LLC 13F holdings

Filed 2026-08-04 · Joel Isaacson & Co., LLC · 482 positions · $3.5B

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TickerCompanySharesValue% of portfolio
SDYSPDR SERIES TRUST2.9M$440.5M12.7%
VIGVANGUARD SPECIALIZED FUNDS1.4M$324.5M9.4%
VTIVANGUARD INDEX FDS534.7K$197.9M5.7%
GOOGLALPHABET INC516.0K$184.4M5.3%
GOOGALPHABET INC486.8K$172.0M5.0%
VYMVANGUARD WHITEHALL FDS1.1M$166.5M4.8%
VOVANGUARD INDEX FDS1.9M$155.8M4.5%
AAPLAPPLE INC458.5K$132.7M3.8%
SPYSTATE STR SPDR S&P 500 ETF T135.6K$101.3M2.9%
VOOGVANGUARD ADMIRAL FDS INC908.7K$75.1M2.2%
VBVANGUARD INDEX FDS219.4K$66.5M1.9%
IJKISHARES TR501.1K$58.9M1.7%
DFATDIMENSIONAL ETF TRUST823.9K$57.6M1.7%
VXUSVANGUARD STAR FDS633.8K$54.2M1.6%
AMZNAMAZON COM INC190.7K$45.4M1.3%
VUGVANGUARD INDEX FDS523.1K$45.1M1.3%
MSFTMICROSOFT CORP119.4K$44.5M1.3%
XLKSELECT SECTOR SPDR TR194.5K$37.1M1.1%
NVDANVIDIA CORPORATION166.1K$33.2M1.0%
METAMETA PLATFORMS INC54.5K$30.7M0.9%
ESGUISHARES TR178.9K$29.3M0.8%
VOOVANGUARD INDEX FDS41.7K$28.6M0.8%
QQQINVESCO QQQ TR37.7K$27.8M0.8%
VTEIVANGUARD MUN BD FDS240.3K$24.3M0.7%
VYMIVANGUARD WHITEHALL FDS233.1K$22.9M0.7%
VEUVANGUARD INTL EQUITY INDEX F251.9K$21.1M0.6%
JPMJPMORGAN CHASE & CO61.7K$20.2M0.6%
JNJJOHNSON & JOHNSON79.4K$20.2M0.6%
XEVTXEATON VANCE TAX ADVT DIV INC727.3K$20.1M0.6%
VONGVANGUARD SCOTTSDALE FDS143.5K$18.3M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL34.7K$17.4M0.5%
HIMUBLACKROCK ETF TRUST II337.2K$16.8M0.5%
VTVVANGUARD INDEX FDS68.5K$14.9M0.4%
LLYELI LILLY & CO11.7K$14.0M0.4%
XLFSELECT SECTOR SPDR TR244.4K$13.1M0.4%
—FTAI AVIATION LTD45.3K$12.3M0.4%
VBRVANGUARD INDEX FDS49.3K$12.0M0.3%
PNCPNC FINL SVCS GROUP INC48.5K$11.9M0.3%
VTVANGUARD INTL EQUITY INDEX F74.4K$11.7M0.3%
IVVISHARES TR15.1K$11.3M0.3%
GLDSPDR GOLD TR30.5K$11.2M0.3%
PGPROCTER & GAMBLE CO72.0K$10.6M0.3%
GSGOLDMAN SACHS GROUP INC9.9K$10.0M0.3%
EXMOCEXXON MOBIL CORP72.2K$9.9M0.3%
SUBISHARES TR92.3K$9.8M0.3%
MSMORGAN STANLEY46.6K$9.7M0.3%
BIVVANGUARD BD INDEX FDS125.0K$9.6M0.3%
APOAPOLLO GLOBAL MGMT INC79.3K$9.4M0.3%
VGTVANGUARD WORLD FD78.4K$9.4M0.3%
MGKVANGUARD WORLD FD97.5K$8.6M0.2%
RSPINVESCO EXCHANGE TRADED FD T38.2K$8.1M0.2%
COSTCOSTCO WHOLESALE CORPORATION8.1K$7.6M0.2%
VBKVANGUARD INDEX FDS20.5K$7.5M0.2%
INTCINTEL CORP51.6K$7.2M0.2%
MUBISHARES TR64.4K$6.9M0.2%
NFLXNETFLIX INC.94.8K$6.8M0.2%
MAINMAIN STR CAP CORP129.2K$6.7M0.2%
IBMINTERNATIONAL BUSINESS MACHS23.2K$6.5M0.2%
CORCENCORA INC22.8K$6.5M0.2%
WMGWARNER MUSIC GROUP CORP237.7K$6.4M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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