13F Insight
DOSSIER · 13F-HR · Q1 2026

Joel Isaacson & Co., LLC

$3.0B in tracked AUM across 455 positions as of Q1 2026.

JI
CIK 0001599330 · last filed Mar 31, 2026
Total AUM
$3.0B
as of Q1 2026
Holdings
455
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Joel Isaacson & Co., LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SDY
SPDR SERIES TRUST
$415M2.8M13.8%02
VIG
VANGUARD SPECIALIZED FUNDS
$290M1.3M9.6%03
VTI
VANGUARD INDEX FDS
$168M525K5.6%04
VYM
VANGUARD WHITEHALL FDS
$154M1.0M5.1%05
GOOGL
ALPHABET INC
$148M515K4.9%06
GOOG
ALPHABET INC
$140M487K4.6%07
VO
VANGUARD INDEX FDS
$136M475K4.5%08
AAPL
APPLE INC
$116M456K3.8%09
SPY
STATE STR SPDR S&P 500 ETF T
$87M134K2.9%10
VOOG
VANGUARD ADMIRAL FDS INC
$61M150K2.0%

Filing history

2026Q1Mar 31
$3.0B▼ 0.4%
455 positionsView →2025Q4Dec 31
$3.0B▲ 9.3%
460 positionsView →2025Q3Sep 30
$2.8B▲ 12.7%
447 positionsView →2025Q2Jun 30
$2.5B▲ 11.5%
418 positionsLocked2025Q1Mar 31
$2.2B▼ 0.6%
398 positionsLocked2024Q4Dec 31
$2.2B▲ 5.8%
377 positionsLocked2024Q3Sep 30
$2.1B▲ 10.1%
369 positionsLocked2024Q2Jun 30
$1.9B▲ 4.4%
349 positionsLocked2024Q1Mar 31
$1.8B▲ 12.0%
334 positionsLocked2023Q4Dec 31
$1.6B▲ 11.5%
311 positionsLocked2023Q3Sep 30
$1.5B▼ 2.2%
306 positionsLocked2023Q2Jun 30
$1.5B▲ 7.4%
322 positionsLocked
Showing 12 of 50