13F Insight
DOSSIER · 13F-HR · Q2 2026

Joel Isaacson & Co., LLC

$3.5B in tracked AUM across 482 positions as of Q2 2026.

JI
CIK 0001599330 · last filed Jun 30, 2026
Total AUM
$3.5B
as of Q2 2026
Holdings
482
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Joel Isaacson & Co., LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SDY
SPDR SERIES TRUST
$440M2.9M12.7%02
VIG
VANGUARD SPECIALIZED FUNDS
$325M1.4M9.4%03
VTI
VANGUARD INDEX FDS
$198M535K5.7%04
GOOGL
ALPHABET INC
$184M516K5.3%05
GOOG
ALPHABET INC
$172M487K5.0%06
VYM
VANGUARD WHITEHALL FDS
$166M1.1M4.8%07
VO
VANGUARD INDEX FDS
$156M1.9M4.5%08
AAPL
APPLE INC
$133M459K3.8%09
SPY
STATE STR SPDR S&P 500 ETF T
$101M136K2.9%10
VOOG
VANGUARD ADMIRAL FDS INC
$75M909K2.2%

Filing history

2026Q2Jun 30
$3.5B▲ 14.5%
482 positionsView →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 positionsLocked
Showing 12 of 51