§ 13F · FUND PROFILE
Joel Isaacson & Co., LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2459.0T (13F)Positions · 418Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SDY | SPDR SERIES TRUST | 2.79M | $388.0T | 12.8% | +5% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 1.32M | $289.7T | 9.6% | +2% |
| 3 | VTI | VANGUARD INDEX FDS | 508K | $170.4T | 5.6% | +2% |
| 4 | GOOGL | ALPHABET INC | 515K | $161.2T | 5.3% | +7% |
| 5 | GOOG | ALPHABET INC | 487K | $152.8T | 5.0% | +6% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 1.03M | $147.5T | 4.9% | +5% |
| 7 | VO | VANGUARD INDEX FDS | 466K | $135.1T | 4.5% | +8% |
| 8 | AAPL | APPLE INC | 450K | $122.4T | 4.0% | +3% |
| 9 | SPY | SPDR S&P 500 ETF TR | 135K | $91.8T | 3.0% | +19% |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | 145K | $64.2T | 2.1% | +5% |
§ 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 $2459008.9 trillion in assets. The fund runs a broad portfolio of 418 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed