Institutions / Joel Isaacson & Co., LLC
Joel Isaacson & Co., LLC
CIK 1599330 · Institution · as of Dec 31, 2025
Portfolio value
$3.03B
Positions
460
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 460 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $388.04M | 12.8% |
| Vanguard Specialized Funds | $289.73M | 9.6% |
| Vanguard Index Fds | $170.41M | 5.6% |
| Alphabet Inc. | $161.15M | 5.3% |
| Alphabet Inc. | $152.76M | 5.0% |
| Vanguard Whitehall Fds | $147.51M | 4.9% |
| Vanguard Index Fds | $135.11M | 4.5% |
| Apple Inc. | $122.42M | 4.0% |
| SPDR S&P 500 ETF Tr | $91.83M | 3.0% |
| Vanguard Admiral Fds Inc | $64.25M | 2.1% |
| Microsoft Corp | $57.02M | 1.9% |
| Vanguard Index Fds | $52.17M | 1.7% |
| iShares Tr | $48.62M | 1.6% |
| Dimensional ETF Trust | $47.21M | 1.6% |
| Amazon.com Inc | $42.23M | 1.4% |
| Vanguard Star Fds | $38.54M | 1.3% |
| Vanguard Index Fds | $38.13M | 1.3% |
| Meta Platforms Inc | $36.79M | 1.2% |
| NVIDIA Corp | $30.34M | 1.0% |
| Select Sector SPDR Tr | $27.58M | 0.9% |
| iShares Tr | $26.31M | 0.9% |
| Vanguard Index Fds | $25.83M | 0.9% |
| Vanguard Mun Bd Fds | $23.86M | 0.8% |
| Invesco Qqq Tr | $22.14M | 0.7% |
| Eaton Vance Tax Advt Div Inc | $18.77M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.