Institutions / Coston, McIsaac & Partners
Coston, McIsaac & Partners
CIK 1945037 · Institution · as of Dec 31, 2025
Portfolio value
$430.8K
Positions
921
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 921 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Dividend Appreciation ETF | $23.5K | 5.4% |
| Schwab US Treasury Money Investor | $18.5K | 4.3% |
| Dfa Global Equity I | $17.8K | 4.1% |
| Vanguard Ftse All World Ex US ETF | $16.6K | 3.9% |
| Vanguard Total Stock Market ETF | $16.1K | 3.7% |
| Vanguard Ultra Short Treasury ETF | $15.6K | 3.6% |
| Warren E. Buffett | $15.5K | 3.6% |
| Apple Inc. | $14.0K | 3.2% |
| Walmart Inc. | $10.6K | 2.5% |
| ProShares S&P 500 Div Aristocrat ETF | $9.4K | 2.2% |
| Dimensional US Equity Market ETF | $9.3K | 2.2% |
| Williams Sonoma Inc | $9.0K | 2.1% |
| Johnson & Johnson | $8.1K | 1.9% |
| Dimensional Core Fixed Income ETF | $7.8K | 1.8% |
| Mcdonald'S Corp | $7.1K | 1.7% |
| Coca Cola Co | $7.1K | 1.6% |
| Philip Morris International Inc. | $7.0K | 1.6% |
| Schwab US Treasury Money Ultra | $6.8K | 1.6% |
| Southern Co | $6.6K | 1.5% |
| Nextera Energy Inc | $6.4K | 1.5% |
| Consolidated Edison Inc | $6.3K | 1.5% |
| PROCTER & GAMBLE Co | $6.1K | 1.4% |
| Unilever PLC Fsponsored Adr 1 Adr Reps 1 Ord Shs | $6.0K | 1.4% |
| Pepsico Inc | $5.9K | 1.4% |
| Ingredion Inc | $5.7K | 1.3% |
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.