13F Insight
DOSSIER · 13F-HR · Q4 2025

Coston, McIsaac & Partners

Coston, McIsaac &'s hedge fund based in San Francisco, CA — $430,786 in tracked AUM across 1,071 positions as of Q4 2025.

CM
Coston, McIsaac &·San Francisco, CA·Hedge Fund
CIK 0001945037 · last filed Dec 31, 2025
Total AUM
$430,786
▼ 2.0%
vs prior
Holdings
1,071
—
positions
Whale Score
28
28
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Coston, McIsaac & Partners filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$23,475107K5.4%
02
SNSXX
SCHWAB US TREASURY MONEY INVESTOR
$18,46218.5M4.3%
03
DGEIX
DFA GLOBAL EQUITY I
$17,781448K4.1%
04
VEU
VANGUARD FTSE ALL WORLD EX US ETF
$16,603226K3.9%
05
VTI
VANGUARD TOTAL STOCK MARKET ETF
$16,08748K3.7%
06
VGUS
VANGUARD ULTRA SHORT TREASURY ETF
$15,586207K3.6%
07
BRK/B
BERKSHIRE HATHAWAY CLASS CLASS B
$15,53631K3.6%
08
AAPL
APPLE INC
$14,00051K3.2%
09
WMT
WALMART INC
$10,62695K2.5%
10
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
$9,41690K2.2%

Filing history

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