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

VAUGHAN & Co SECURITIES, INC.

$193M in tracked AUM across 58 positions as of Q1 2026.

V&
CIK 0000805870 · last filed Mar 31, 2026
Total AUM
$193M
as of Q1 2026
Holdings
58
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

VAUGHAN & Co SECURITIES, INC. 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
HDV
ISHARES TR
$25M182K12.8%02
GSLC
GOLDMAN SACHS ETF TR
$23M186K12.1%03
IWF
ISHARES TR
$23M53K11.8%04
IWO
ISHARES TR
$23M72K11.8%05
ISCV
ISHARES TR
$20M293K10.6%06
IEMG
ISHARES INC
$15M213K7.7%07
IEFA
ISHARES TR
$14M151K7.1%08
IXN
ISHARES TR
$9M88K4.6%09
EFAV
ISHARES TR
$3M31K1.5%10
DES
WISDOMTREE TR
$3M78K1.5%

Filing history

2026Q1Mar 31
$193M▼ 0.4%
58 positionsView →2025Q4Dec 31
$193M▲ 2.7%
57 positionsView →2025Q3Sep 30
$188M▲ 8.0%
57 positionsView →2025Q2Jun 30
$174M▲ 8.0%
57 positionsLocked2025Q1Mar 31
$162M▼ 2.6%
55 positionsLocked2024Q4Dec 31
$166M▼ 2.3%
54 positionsLocked2024Q3Sep 30
$170M▲ 7.1%
54 positionsLocked2024Q2Jun 30
$159M▲ 0.9%
54 positionsLocked2024Q1Mar 31
$157M▲ 5.4%
56 positionsLocked2023Q4Dec 31
$149M▲ 10.7%
55 positionsLocked2023Q3Sep 30
$135M▼ 4.3%
52 positionsLocked2023Q2Jun 30
$141M▲ 4.4%
54 positionsLocked
Showing 12 of 25