Coston, McIsaac & Partners

DOSSIER · 13F-HR · Q4 2025

Coston, McIsaac & Partners

$431M in tracked AUM across 1,071 positions as of Q4 2025.

CM

CIK 0001945037 · last filed Dec 31, 2025

Total AUM

$431M

as of Q4 2025

Holdings

1,071

—

positions

Whale Score

40

40

tracked

Activity

—

no data

changes this Q

AI Analysis · 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

$23M107K5.4%02

SNSXX

SCHWAB US TREASURY MONEY INVESTOR

$18M18.5M4.3%03

DGEIX

DFA GLOBAL EQUITY I

$18M448K4.1%04

VEU

VANGUARD FTSE ALL WORLD EX US ETF

$17M226K3.9%05

VTI

VANGUARD TOTAL STOCK MARKET ETF

$16M48K3.7%06

VGUS

VANGUARD ULTRA SHORT TREASURY ETF

$16M207K3.6%07

BRK/B

BERKSHIRE HATHAWAY CLASS CLASS B

$16M31K3.6%08

AAPL

APPLE INC

$14M51K3.2%09

WMT

WALMART INC

$11M95K2.5%10

NOBL

PROSHARES S&P 500 DIV ARISTOCRAT ETF