account_balance
Investment manager · 13F filer · SEC CIK 1599330
Joel Isaacson & Co., LLC
Reported value$3.5Bas of Sep 30, 2026
Positions501 37 new, 15 sold out
Top 10 weight55.7%SDY alone is 12%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SDYSPDR Series Trust
12.2%
VIGVanguard Specialized Funds
9.2%
VTIVanguard Index FDS
5.8%Added +2%
GOOGLAlphabet Inc
5.1%
GOOGAlphabet Inc
4.7%
VYMVanguard Whitehall FDS
4.7%
VOVanguard Index FDS
4.4%
AAPLApple Inc
4.4%
SPYState STR SPDR S&P 500 ETF T
3.0%
VOOGVanguard Admiral FDS Inc
2.3%Added +2%
VBVanguard Index FDS
1.8%Added +3%
MSFTMicrosoft Corp
1.8%
SDYSPDR Series Trust
12.2%
VIGVanguard Specialized Funds
9.2%
VTI5.8%
GOOGL5.1%GOOG4.7%VYM4.7%
VO4.4%
AAPL4.4%SPY3.0%VOOG2.3%
VB
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SDY SPDR Series Trust 12.2% Held
VIG Vanguard Specialized Funds 9.2% Held
VTI Vanguard Index FDS 5.8% Added +2%
GOOGL Alphabet Inc 5.1% HeldGOOG Alphabet Inc 4.7% HeldVYM Vanguard Whitehall FDS 4.7% Held
VO Vanguard Index FDS 4.4% Held
AAPL Apple Inc 4.4% HeldSPY State STR SPDR S&P 500 ETF T 3.0% HeldVOOG Vanguard Admiral FDS Inc 2.3% Added +2%
VB Vanguard Index FDS 1.8% Added +3%
MSFT Microsoft Corp 1.8% HeldWhat changed