§ 13F · FUND PROFILE
Joel Isaacson & Co., LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.8B (13F)Positions · 447Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SDY | SPDR SERIES TRUST | 2.85M | $415M | 13.8% | +2% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 1.35M | $290M | 9.6% | +2% |
| 3 | VTI | VANGUARD INDEX FDS | 525K | $168M | 5.6% | +3% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 1.04M | $154M | 5.1% | +1% |
| 5 | GOOGL | ALPHABET INC | 515K | $148M | 4.9% | ±0% |
| 6 | GOOG | ALPHABET INC | 487K | $140M | 4.6% | ±0% |
| 7 | VO | VANGUARD INDEX FDS | 475K | $136M | 4.5% | +2% |
| 8 | AAPL | APPLE INC | 456K | $116M | 3.8% | +1% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 134K | $87M | 2.9% | ±0% |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | 150K | $61M | 2.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOEL SIGNAL
AC read
Joel Isaacson & Co., LLC is a Other fund managing $2.8 billion in assets. The fund runs a broad portfolio of 447 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed