Joel Isaacson & Co., LLC - Portfolio Stock Holdings
Joel Isaacson & Co., LLC disclosed 489 stock positions in a recent SEC 13F filing. $3,442,907,630 of stock holdings were filed, with the largest holdings including SDY, VIG, and VTI. This filing represented positions held on June 30, 2026, and was filed on Aug. 4, 2026.We estimate the fund has a total AUM of $9,323,576,105 and has 52 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
489Est. Stock Holding Value:
$3,442,907,630Top Stock Holdings By Sector
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Portfolio Stock Holdings - Joel Isaacson & Co., LLC
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Portfolio Options Holdings - Joel Isaacson & Co., LLC
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