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Portfolio (Quarterly) Guide ↗

Joel Isaacson & Co., LLC

· CIK 0001599330
13F Portfolio $3.0B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 460 New
Page 1 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SDY SPDR SERIES TRUST 2,788,428.0 $388.0M 12.81% NEW $139.16 +7.8%
2 VIG VANGUARD SPECIALIZED FUNDS 1,318,257.0 $289.7M 9.57% NEW $219.78 +6.1%
3 VTI VANGUARD INDEX FDS 508,271.0 $170.4M 5.63% NEW $335.27 +9.4%
4 GOOGL ALPHABET INC Communication Services 514,867.0 $161.2M 5.32% NEW $313.00 +22.4%
5 GOOG ALPHABET INC Communication Services 486,809.0 $152.8M 5.04% NEW $313.80 +20.9%
6 VYM VANGUARD WHITEHALL FDS 1,027,796.0 $147.5M 4.87% NEW $143.52 +10.6%
7 VO VANGUARD INDEX FDS 465,531.0 $135.1M 4.46% NEW $290.22 -73.1%
8 AAPL APPLE INC Technology 450,300.0 $122.4M 4.04% NEW $271.86 +13.6%
9 SPY SPDR S&P 500 ETF TR Financial Services 134,670.0 $91.8M 3.03% NEW $681.92 +9.3%
10 VOOG VANGUARD ADMIRAL FDS INC 144,513.0 $64.2M 2.12% NEW $444.59 -81.5%
11 MSFT MICROSOFT CORP Technology 117,913.0 $57.0M 1.88% NEW $483.62 -13.5%
12 VB VANGUARD INDEX FDS 202,242.0 $52.2M 1.72% NEW $257.95 +12.1%
13 IJK ISHARES TR 501,866.0 $48.6M 1.60% NEW $96.88 +15.4%
14 DFAT DIMENSIONAL ETF TRUST 792,905.0 $47.2M 1.56% NEW $59.54 +12.4%
15 AMZN AMAZON COM INC Consumer Cyclical 182,952.0 $42.2M 1.39% NEW $230.82 +15.4%
16 VXUS VANGUARD STAR FDS 510,895.0 $38.5M 1.27% NEW $75.44 +12.0%
17 VUG VANGUARD INDEX FDS 78,164.0 $38.1M 1.26% NEW $487.86 -82.1%
18 META META PLATFORMS INC Communication Services 55,738.0 $36.8M 1.22% NEW $660.09 -7.5%
19 NVDA NVIDIA CORPORATION Technology 162,694.0 $30.3M 1.00% NEW $186.50 +15.5%
20 XLK SELECT SECTOR SPDR TR 191,586.0 $27.6M 0.91% NEW $143.97 +25.3%
Page 1 of 23  ·  460 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 32.5%
Financial Services 24.0%
Technology 22.4%
Consumer Cyclical 6.6%
Healthcare 5.2%
Consumer Defensive 3.2%
Industrials 2.7%
Energy 2.0%
Utilities 0.9%
Real Estate 0.4%