DOSSIER · 13F-HR · Q1 2026

Samalin Investment Counsel, LLC

$282M in tracked AUM across 319 positions as of Q1 2026.

SI
CIK 0001544366 · last filed Mar 31, 2026
Total AUM
$282M
as of Q1 2026
Holdings
319
positions
Whale Score
37
37
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Samalin Investment Counsel, 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
AAPL
APPLE INC
$9M34K3.1%
02
OUNZ
VANECK MERK GOLD ETF
$8M177K2.8%
03
SPY
STATE STR SPDR S&P 500 ETF T
$6M9K2.1%
04
GLD
SPDR GOLD TR
$5M11K1.7%
05
DGRO
ISHARES TR
$5M67K1.7%
06
IWY
ISHARES TR
$5M19K1.6%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M9K1.5%
08
MSFT
MICROSOFT CORP
$4M11K1.5%
09
RSP
INVESCO EXCHANGE TRADED FD T
$4M19K1.3%
10
EFAV
ISHARES TR
$4M40K1.3%

Filing history

2026Q1Mar 31
$282M 0.0%
319 positionsView →
2025Q4Dec 31
$282M 3.0%
312 positionsView →
2025Q3Sep 30
$291M 11.3%
328 positionsView →
2025Q2Jun 30
$261M 5.8%
296 positionsLocked
2025Q1Mar 31
$247M 5.9%
318 positionsLocked
2024Q4Dec 31
$233M 1.4%
293 positionsLocked
2024Q3Sep 30
$230M 7.4%
285 positionsLocked
2024Q2Jun 30
$214M 2.0%
275 positionsLocked
2024Q1Mar 31
$210M 6.0%
278 positionsLocked
2023Q4Dec 31
$198M 13.7%
272 positionsLocked
2023Q3Sep 30
$174M 5.9%
257 positionsLocked
2023Q2Jun 30
$185M 11.6%
276 positionsLocked
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