StockDriftsStockDriftsTop 50 Joel Isaacson & Co., LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | 12.75% | 2.89M | $440.5M | +1.66%(+47.40K) | $96.30(+63.35%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.39% | 1.37M | $324.5M | +1.67%(+22.54K) | $125.66(+95.01%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.73% | 534.7K | $197.9M | +1.88%(+9.87K) | $196.36(+95.24%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.34% | 516.0K | $184.4M | +0.09%(+489) | $92.53(+272.56%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.98% | 486.8K | $172.0M | -0.12%(-593) | $94.20(+263.74%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.82% | 1.05M | $166.5M | +1.27%(+13.19K) | $95.62(+73.88%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.51% | 1.93M | $155.8M | +1.71%(+32.57K) | $46.36(+81.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.84% | 458.5K | $132.7M | +0.66%(+2.99K) | $87.69(+248.23%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.93% | 135.6K | $101.3M | +1.21%(+1.63K) | $369.45(+109.87%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.17% | 908.7K | $75.1M | +1.22%(+10.93K) | $47.41(+77.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.36% | +61.64% | +9.19% | +55.21% |
| Top 20 Holdings Unweighted | +20.45% | +74.74% | +9.06% | +54.28% |
Joel Isaacson & Co., LLC reports $3.45B in US-listed equity holdings across 479 positions in its most recent 13F filing. Its largest disclosed positions are SDY (12.8%), VIG (9.4%) and VTI (5.7%). The top 20 holdings account for 70.16% of reported assets. Its disclosed equity book has returned +61.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Joel Isaacson & Co., LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599330). View Joel Isaacson & Co., LLC’s 13F filings on SEC