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Samalin Investment Counsel, LLC

Q1 2026 13F Holdings

  • Location
    chappaqua, NY
  • Num holdings

    319

  • Value ($000)

    $282,023

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0001544366
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$8.61M
3 %

33,915

O
OUNZ

VANECK MERK GOLD ETF

GOLD SHS
921078101
$7.97M
3 %

176,906

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$5.91M
2 %

9,092

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$4.84M
2 %

11,253

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$4.72M
2 %

67,301

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$4.63M
2 %

18,619

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.25M
2 %

8,869

M
MSFT

MICROSOFT CORP

COM
594918104
$4.16M
2 %

11,241

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$3.74M
1 %

19,493

E
EFAV

ISHARES TR

MSCI EAFE MIN VL
46429B689
$3.65M
1 %

39,919

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