Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

VAUGHAN & Co SECURITIES, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: VAUGHAN & Co SECURITIES, INC. 13F Holdings (2026-03-31)
Creator: ko.io

VAUGHAN & Co SECURITIES, INC. (CIK 805870) reported $192.6M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HDV ($24.7M, 12.80%), GSLC ($23.3M, 12.08%), IWF ($22.8M, 11.84%), IWO ($22.7M, 11.80%), ISCV ($20.4M, 10.59%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	HDV	ISHARES TR	$24.7M	12.80%	181,662	Trimmed
2	GSLC	GOLDMAN SACHS ETF TR	$23.3M	12.08%	185,931	Trimmed
3	IWF	ISHARES TR	$22.8M	11.84%	53,483	Added
4	IWO	ISHARES TR	$22.7M	11.80%	72,425	Trimmed
5	ISCV	ISHARES TR	$20.4M	10.59%	293,423	Trimmed
6	IEMG	ISHARES INC	$14.9M	7.73%	213,465	Trimmed
7	IEFA	ISHARES TR	$13.6M	7.08%	150,731	Trimmed
8	IXN	ISHARES TR	$8.8M	4.59%	88,375	Trimmed
9	EFAV	ISHARES TR	$2.9M	1.48%	31,237	Trimmed
10	DES	WISDOMTREE TR	$2.8M	1.46%	78,492	Hold
11	SPY	STATE STR SPDR S&P 500 ETF T	$2.6M	1.37%	4,050	Added
12	AAPL	APPLE INC	$2.2M	1.12%	8,493	Added
13	VWO	VANGUARD INTL EQUITY INDEX F	$2.1M	1.08%	38,391	Hold
14	DVY	ISHARES TR	$1.3M	0.70%	8,845	Hold
15	ISCG	ISHARES TR	$1.3M	0.70%	24,435	Trimmed
16	IUSG	ISHARES TR	$1.3M	0.66%	8,172	Hold
17	VLO	VALERO ENERGY CORP	$1.1M	0.59%	4,578	Trimmed
18	IJS	ISHARES TR	$1.0M	0.53%	8,581	Hold
19	BMY	BRISTOL-MYERS SQUIBB CO	$949,173	0.49%	15,650	Trimmed
20	GSK	GSK PLC	$931,221	0.48%	16,873	Trimmed
21	IWN	ISHARES TR	$932,421	0.48%	4,918	Trimmed
22	CVX	CHEVRON CORPORATION	$904,360	0.47%	4,371	Trimmed
23	UPS	UNITED PARCEL SVCS INC	$825,212	0.43%	8,388	Trimmed
24	VZ	VERIZON COMMUNICATIONS INC	$808,522	0.42%	16,106	Trimmed
25	EMN	EASTMAN CHEM CO	$798,155	0.41%	10,458	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31