Joel Isaacson & Co., LLC — 13F holdings

Joel Isaacson & Co., LLC reported 482 holdings worth $3.45B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. SDY SPDR SERIES TRUST — $440M (12.7%)
2. VIG VANGUARD SPECIALIZED FUNDS — $325M (9.4%)
3. VTI VANGUARD INDEX FDS — $198M (5.7%)
4. GOOGL ALPHABET INC — $184M (5.3%)
5. GOOG ALPHABET INC — $172M (5.0%)
6. VYM VANGUARD WHITEHALL FDS — $166M (4.8%)
7. VO VANGUARD INDEX FDS — $156M (4.5%)
8. AAPL APPLE INC — $133M (3.8%)
9. SPY SPDR S&P 500 ETF TR — $101M (2.9%)
10. VOOG VANGUARD ADMIRAL FDS INC — $75.1M (2.2%)