Joel Isaacson & Co., LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    447

  • Value ($000)

    $2,771,096

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001599330
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

S&P DIVID ETF
78464A763
$373.52M
14 %

2,667,060

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$278.12M
10 %

1,288,827

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$163.18M
6 %

497,237

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$137.84M
5 %

977,909

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$126.16M
5 %

429,499

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$116.77M
4 %

480,339

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$111.89M
4 %

459,393

A
AAPL

APPLE INC

COM
037833100
$110.90M
4 %

435,529

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$75.67M
3 %

113,594

V
VOOG

VANGUARD ADMIRAL FDS INC

500 GRTH IDX F
921932505
$60.00M
2 %

137,787

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