13F Insight
DOSSIER · 13F-HR · Q3 2026

Samalin Investment Counsel, LLC

$319M in tracked AUM across 331 positions as of Q3 2026.

SI
CIK 0001544366 · last filed Sep 30, 2026
Total AUM
$319M
as of Q3 2026
Holdings
331
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Samalin Investment Counsel, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$11M14K3.3%02
AAPL
APPLE INC
$7M35K2.3%03
OUNZ
VANECK MERK GOLD ETF
$7M175K2.2%04
SPY
STATE STR SPDR S&P 500 ETF T
$7M9K2.2%05
MSFT
MICROSOFT CORP
$6M12K1.9%06
IWY
ISHARES TR
$6M19K1.8%07
SCHD
SCHWAB STRATEGIC TR
$6M173K1.8%08
ISTB
ISHARES TR
$5M113K1.7%09
DGRO
ISHARES TR
$5M70K1.7%10
RSP
INVESCO EXCHANGE TRADED FD T
$5M25K1.6%

Filing history

2026Q3Sep 30
$319M▼ 0.2%
331 positionsView →2026Q2Jun 30
$320M▲ 13.5%
336 positionsView →2026Q1Mar 31
$282M▲ 0.0%
319 positionsView →2025Q4Dec 31
$282M▼ 3.0%
312 positionsView →2025Q3Sep 30
$291M▲ 11.3%
328 positionsLocked2025Q2Jun 30
$261M▲ 5.8%
296 positionsLocked2025Q1Mar 31
$247M▲ 5.9%
318 positionsLocked2024Q4Dec 31
$233M▲ 1.4%
293 positionsLocked2024Q3Sep 30
$230M▲ 7.4%
285 positionsLocked2024Q2Jun 30
$214M▲ 2.0%
275 positionsLocked2024Q1Mar 31
$210M▲ 6.0%
278 positionsLocked2023Q4Dec 31
$198M▲ 13.7%
272 positionsLocked
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