Coston, McIsaac & Partners — 13F holdings

Coston, McIsaac & Partners reported 1,099 holdings worth $497M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. VIG VANGUARD SPECIALIZED FUNDS — $26.3M (5.3%)
2. SNSXX SCHWAB US TREASURY MONEY INVESTOR — $23.5M (4.7%)
3. VGUS VANGUARD ULTRA-SHORT — $21.9M (4.4%)
4. VEU VANGUARD INTL EQUITY INDEX F — $21.4M (4.3%)
5. DGEIX DFA GLOBAL EQUITY I — $19.5M (3.9%)
6. VTI VANGUARD INDEX FDS — $17.9M (3.6%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $15.7M (3.2%)
8. AAPL APPLE INC — $14.6M (2.9%)
9. DFUS DIMENSIONAL ETF TRUST — $12.9M (2.6%)
10. WSM WILLIAMS SONOMA INC — $11.6M (2.3%)