Joel Isaacson & Co
$3.0B Assets Reported
475 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | 2,847,021 | $415M | 13.8% |
| VIG | VANGUARD SPECIALIZED FUNDS | 1,349,051 | $290M | 9.6% |
| VTI | VANGUARD INDEX FDS | 524,833 | $168M | 5.6% |
| VYM | VANGUARD WHITEHALL FDS | 1,040,153 | $154M | 5.1% |
| GOOGL | ALPHABET INC | 515,487 | $148M | 4.9% |
| GOOG | ALPHABET INC | 487,361 | $140M | 4.6% |
| VO | VANGUARD INDEX FDS | 475,299 | $136M | 4.5% |
| AAPL | APPLE INC | 455,545 | $116M | 3.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 134,491 | $87M | 2.9% |
| VOOG | VANGUARD ADMIRAL FDS INC | 149,623 | $61M | 2.0% |
Track Joel Isaacson & Co's 13F portfolio: $3.0B in reported holdings, 475 positions. Top holdings, AUM, and quarterly changes on SentiSense.