Joel Isaacson & Co., LLC: 13F holdings
CIK 15993302026Q2
| Positions | 479 |
|---|---|
| Reported value | $3.5bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SDY SPDR SERIES TRUST | 2,894,421 | $440.5m | 12.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 1,371,589 | $324.5m | 9.4% |
| VTI VANGUARD INDEX FDS | 534,699 | $197.9m | 5.7% |
| GOOGL ALPHABET INC | 515,976 | $184.4m | 5.3% |
| GOOG ALPHABET INC | 486,768 | $172.0m | 5.0% |
| VYM VANGUARD WHITEHALL FDS | 1,053,342 | $166.5m | 4.8% |
| VO VANGUARD INDEX FDS | 1,933,766 | $155.8m | 4.5% |
| AAPL APPLE INC | 458,534 | $132.7m | 3.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 135,617 | $101.3m | 2.9% |
| VOOG VANGUARD ADMIRAL FDS INC | 908,664 | $75.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599330")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.