Arkolith/Funds/Joel Isaacson & Co., LLC

Joel Isaacson & Co., LLC

CIK 1599330
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Joel Isaacson & Co., LLC holds a focused book of 479 stocks worth $3.5B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened T Rowe Price Technology ETF and trimmed Alphabet Inc-CL C. Their largest long position is SS SPDR S&P Dividend ETF at 13% of the equity book. They also disclosed $212K in call options (bullish), shown separately below and excluded from the equity book.

Opened
61
bought for the first time
Added to
236
already held, bought more
Trimmed
97
sold some, still holds it
Sold out
13
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
56%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Information Technology
19%
Financials
4%
Consumer Discretionary
3%
Health Care
2%
Industrials
2%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Joel Isaacson & Co., LLC

Manager / fundShared namesTheir $ in those
BANK OF AMERICA CORP /DE/80 / 80$504.5B
Integrated Wealth Concepts LLC80 / 80$4.4B
BlackRock, Inc.79 / 80$2.2T
MORGAN STANLEY79 / 80$607.5B
WELLS FARGO & COMPANY/MN79 / 80$192.5B
ROYAL BANK OF CANADA79 / 80$167.3B
UBS Group AG79 / 80$167.1B
AMERIPRISE FINANCIAL INC79 / 80$142.0B

Ranked by how many of Joel Isaacson & Co., LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

479 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR SP DIV
$440.5M2.89M
12.8%
+1.7%
Added · +47K sh
2Vanguard Specialized Funds
DIV APP ETF
$324.5M1.37M
9.4%
+1.7%
Added · +23K sh
3Vanguard Index FDS
TOTAL STK MKT
$197.9M534.7K
5.7%
+1.9%
Added · +10K sh
4Alphabet Inc
CAP STK CL A
$184.4M516.0K
5.3%
+0.1%
Added · +489 sh
5Alphabet Inc
CAP STK CL C
$172.0M486.8K
5.0%
−0.1%
Reduced · −593 sh
6Vanguard Whitehall FDS
HIGH DIV YLD
$166.5M1.05M
4.8%
+1.3%
Added · +13K sh
7Vanguard Index FDS
MID CAP ETF
$155.8M1.93M
4.5%
+307%
Added · +1.5M sh
8Apple Inc
COM
$132.7M458.5K
3.8%
+0.7%
Added · +3K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$101.3M135.6K
2.9%
+1.2%
Added · +2K sh
10Vanguard Admiral FDS Inc
500 GRTH IDX F
$75.1M908.7K
2.2%
+507%
Added · +759K sh
11Vanguard Index FDS
SMALL CP ETF
$66.5M219.4K
1.9%
+3.6%
Added · +8K sh
12Ishares TR
S&P MC 400GR ETF
$58.9M501.1K
1.7%
+1.0%
Added · +5K sh
13Dimensional ETF Trust
US TARGETED VLU
$57.6M823.9K
1.7%
+1.3%
Added · +10K sh
14Vanguard Star FDS
VG TL INTL STK F
$54.2M633.8K
1.6%
+8.7%
Added · +51K sh
15Amazon Com Inc
COM
$45.4M190.7K
1.3%
+3.2%
Added · +6K sh
16Vanguard Index FDS
GROWTH ETF
$45.1M523.1K
1.3%
+535%
Added · +441K sh
17Microsoft Corp
COM
$44.5M119.4K
1.3%
+0.4%
Added · +443 sh
18Select Sector SPDR TR
ST STR TECHN ETF
$37.1M194.5K
1.1%
+0.2%
Added · +433 sh
19Nvidia Corporation
COM
$33.2M166.1K
1.0%
+1.1%
Added · +2K sh
20Meta Platforms Inc
CL A
$30.7M54.5K
0.9%
−0.3%
Reduced · −156 sh
21Ishares TR
ESG AWR MSCI USA
$29.3M178.9K
0.8%
+1.1%
Added · +2K sh
22Vanguard Index FDS
S&P 500 ETF SHS
$28.6M41.7K
0.8%
−0.2%
Reduced · −67 sh
23Invesco QQQ TR
UNIT SER 1
$27.8M37.7K
0.8%
+1.1%
Added · +395 sh
24Vanguard Mun BD FDS
INTERMEDIATE TRM
$24.3M240.3K
0.7%
+3.8%
Added · +9K sh
25Vanguard Whitehall FDS
INTL HIGH ETF
$22.9M233.1K
0.7%
+23%
Added · +44K sh
26Vanguard Intl Equity Index F
ALLWRLD EX US
$21.1M251.9K
0.6%
+1.3%
Added · +3K sh
27JPMorgan Chase & Co
COM
$20.2M61.7K
0.6%
+5.3%
Added · +3K sh
28Johnson & Johnson
COM
$20.2M79.4K
0.6%
~0%
Added · +38 sh
29Eaton Vance Tax Advt Div Inc
COM
$20.1M727.3K
0.6%
−0.6%
Reduced · −5K sh
30Vanguard Scottsdale FDS
VNG RUS1000GRW
$18.3M143.5K
0.5%
+2.3%
Added · +3K sh
31Berkshire Hathaway Inc Del
CL B NEW
$17.4M34.7K
0.5%
+1.5%
Added · +525 sh
32BlackRock ETF Trust II
ISH HIG MUN ETF
$16.8M337.2K
0.5%
+711%
Added · +296K sh
33Vanguard Index FDS
VALUE ETF
$14.9M68.5K
0.4%
+25%
Added · +14K sh
34Eli Lilly & Co
COM
$14.0M11.7K
0.4%
−0.1%
Reduced · −9 sh
35Select Sector SPDR TR
ST STR FINL ETF
$13.1M244.4K
0.4%
+0.3%
Added · +676 sh
36Ftai Aviation Ltd
SHS
$12.3M45.3K
0.4%
+1.2%
Added · +523 sh
37Vanguard Index FDS
SM CP VAL ETF
$12.0M49.3K
0.3%
+0.2%
Added · +109 sh
38PNC Finl Svcs Group Inc
COM
$11.9M48.5K
0.3%
−1.2%
Reduced · −592 sh
39Vanguard Intl Equity Index F
TT WRLD ST ETF
$11.7M74.4K
0.3%
+4.3%
Added · +3K sh
40Ishares TR
CORE S&P500 ETF
$11.3M15.1K
0.3%
+0.1%
Added · +17 sh
41SPDR Gold TR
GOLD SHS
$11.2M30.5K
0.3%
+6.5%
Added · +2K sh
42Procter & Gamble Co
COM
$10.6M72.0K
0.3%
+0.4%
Added · +288 sh
43Goldman Sachs Group Inc
COM
$10.0M9.9K
0.3%
−0.3%
Reduced · −26 sh
44Exxon Mobil Corp
COM
$9.9M72.2K
0.3%
+0.7%
Added · +532 sh
45Ishares TR
SHRT NAT MUN ETF
$9.8M92.3K
0.3%
+26%
Added · +19K sh
46Morgan Stanley
COM NEW
$9.7M46.6K
0.3%
−2.1%
Reduced · −982 sh
47Vanguard BD Index FDS
INTERMED TERM
$9.6M125.0K
0.3%
+5.1%
Added · +6K sh
48Apollo Global Mgmt Inc
COM
$9.4M79.3K
0.3%
~0%
Added · +18 sh
49Vanguard World FD
INF TECH ETF
$9.4M78.4K
0.3%
+684%
Added · +68K sh
50Vanguard World FD
MEGA GRWTH IND
$8.6M97.5K
0.2%
+397%
Added · +78K sh
Showing 50 of 479 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$212K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishADEIA INCADEA$99K3K
CALL · bullishPENGUIN SOLUTIONS INCPENG$76K1K
CALL · bullishMICROSOFT CORPMSFT$37K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026482$3.5B13F-HR
Q1 2026Mar 31, 2026Apr 23, 2026455$3.0B13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026460$3.0B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025447$2.8B13F-HR
Q2 2025Jun 30, 2025Jul 23, 2025418$2.5B13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025398$2.2B13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025377$2.2B13F-HR
Q3 2024Sep 30, 2024Oct 23, 2024369$2.1B13F-HR
Q2 2024Jun 30, 2024Jul 24, 2024349$1.9B13F-HR
Q1 2024Mar 31, 2024Apr 30, 2024334$1.8B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024311$1.6B13F-HR/A
Q3 2023Sep 30, 2023Oct 24, 2023306$1.5B13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023322$1.5B13F-HR
Q1 2023Mar 31, 2023Apr 25, 2023327$1.4B13F-HR
Q4 2022Dec 31, 2022Jan 27, 2023324$1.3B13F-HR
Q3 2022Sep 30, 2022Oct 14, 2022300$1.2B13F-HR
Q2 2022Jun 30, 2022Jul 15, 2022298$1.2B13F-HR
Q1 2022Mar 31, 2022Apr 21, 2022309$1.4B13F-HR
Q4 2021Dec 31, 2021Jan 19, 2022309$1.5B13F-HR
Q3 2021Sep 30, 2021Oct 21, 2021308$1.3B13F-HR
Q2 2021Jun 30, 2021Jul 20, 2021294$1.3B13F-HR
Q1 2021Mar 31, 2021Apr 23, 2021268$1.1B13F-HR
Q4 2020Dec 31, 2020Jan 22, 2021240$1.0B13F-HR
Amended / restated
  • Q4 2023 · filed Jan 25, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.