Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Joel Isaacson & Co., LLC (CIK 1599330) reported $3.02B across 446 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SDY ($415.5M, 13.77%), VIG ($290.1M, 9.62%), VTI ($168.4M, 5.58%), VYM ($154.0M, 5.11%), GOOGL ($148.2M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SDY | SPDR SERIES TRUST | $415.5M | 13.77% | 2.8M | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $290.1M | 9.62% | 1.3M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $168.4M | 5.58% | 524,833 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $154.0M | 5.11% | 1.0M | Added |
| 5 | GOOGL | ALPHABET INC | $148.2M | 4.91% | 515,487 | Added |
| 6 | GOOG | ALPHABET INC | $139.8M | 4.63% | 487,361 | Added |
| 7 | VO | VANGUARD INDEX FDS | $136.5M | 4.53% | 475,299 | Added |
| 8 | AAPL | APPLE INC | $115.6M | 3.83% | 455,545 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $87.5M | 2.90% | 134,491 | Trimmed |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | $61.0M | 2.02% | 149,623 | Added |
| 11 | VB | VANGUARD INDEX FDS | $55.5M | 1.84% | 211,849 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $50.8M | 1.68% | 813,483 | Added |
| 13 | IJK | ISHARES TR | $49.9M | 1.65% | 496,025 | Trimmed |
| 14 | VXUS | VANGUARD STAR FDS | $44.9M | 1.49% | 582,869 | Added |
| 15 | MSFT | MICROSOFT CORP | $44.0M | 1.46% | 118,926 | Added |
| 16 | AMZN | AMAZON COM INC | $38.5M | 1.28% | 184,701 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $36.0M | 1.19% | 82,427 | Added |
| 18 | META | META PLATFORMS INC | $31.3M | 1.04% | 54,633 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $28.6M | 0.95% | 164,258 | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $25.8M | 0.86% | 194,090 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $24.9M | 0.83% | 41,750 | Added |
| 22 | ESGU | ISHARES TR | $25.0M | 0.83% | 176,960 | Added |
| 23 | VTEI | VANGUARD MUN BD FDS | $23.1M | 0.77% | 231,552 | Trimmed |
| 24 | QQQ | INVESCO QQQ TR | $21.5M | 0.71% | 37,304 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $19.4M | 0.64% | 79,358 | Added |
Source: SEC Form 13F filings · as of 2026-03-31