Raab & Moskowitz Asset Management LLC holds a diversified book of 193 stocks worth $497.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Apple Inc. Their largest long position is Vanguard Total Stock MKT ETF at 5% of the equity book. They also disclosed $44K in put options (a bearish bet), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Raab & Moskowitz Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $629.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $562.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $181.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $176.5B |
| UBS Group AG | 80 / 80 | $165.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $115.3B |
| LPL Financial LLC | 80 / 80 | $109.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $98.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Raab & Moskowitz Asset Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $25.7M | 69.4K | 5.2% | ▲+2.6% Added · +2K sh | |
| 2 | Apple Inc COM | $22.8M | 78.8K | 4.6% | ▼−0.5% Reduced · −363 sh | |
| 3 | Vanguard World FD MEGA GRWTH IND | $19.7M | 224.1K | 4.0% | ▲+399% Added · +179K sh | |
| 4 | Quanta Svcs Inc COM | $15.1M | 21.0K | 3.0% | ▼−0.2% Reduced · −48 sh | |
| 5 | Vanguard Whitehall FDS HIGH DIV YLD | $14.7M | 92.9K | 3.0% | ▲+4.8% Added · +4K sh | |
| 6 | TJX Cos Inc New COM | $14.1M | 92.8K | 2.8% | ▼−1.7% Reduced · −2K sh | |
| 7 | Ishares TR SELECT DIVID ETF | $13.1M | 83.9K | 2.6% | ▲+13% Added · +10K sh | |
| 8 | Costco Wholesale Corporation COM | $13.0M | 13.9K | 2.6% | ▼−1.1% Reduced · −158 sh | |
| 9 | Invesco Exchange Traded FD T S&P500 EQL WGT | $12.4M | 58.2K | 2.5% | ▼−0.2% Reduced · −135 sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $12.4M | 24.7K | 2.5% | ▼−0.5% Reduced · −118 sh | |
| 11 | Microsoft Corp COM | $12.3M | 32.9K | 2.5% | ▼−0.5% Reduced · −162 sh | |
| 12 | Vanguard Index FDS VALUE ETF | $11.7M | 53.6K | 2.3% | ▲+0.8% Added · +446 sh | |
| 13 | Alphabet Inc CAP STK CL A | $11.2M | 31.4K | 2.3% | ▼−1.7% Reduced · −540 sh | |
| 14 | Walmart Inc COM | $10.0M | 88.7K | 2.0% | ▼−1.3% Reduced · −1K sh | |
| 15 | Vanguard World FD INF TECH ETF | $8.8M | 73.4K | 1.8% | ▲+703% Added · +64K sh | |
| 16 | Amazon Com Inc COM | $8.8M | 36.8K | 1.8% | ▼−1.3% Reduced · −468 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $7.7M | 32.5K | 1.5% | ▼−0.8% Reduced · −264 sh | |
| 18 | Pgim ETF TR PGIM ULTRA SH BD | $6.9M | 138.4K | 1.4% | ▲+4.7% Added · +6K sh | |
| 19 | Vanguard Whitehall FDS INTL HIGH ETF | $6.7M | 68.7K | 1.4% | ▲+3.1% Added · +2K sh | |
| 20 | Merck & Co Inc COM | $6.7M | 51.8K | 1.3% | ▼−1.8% Reduced · −945 sh | |
| 21 | Abbvie Inc COM | $6.4M | 25.6K | 1.3% | ▼−0.6% Reduced · −154 sh | |
| 22 | Seagate Technology HLDNGS PL ORD SHS | $6.3M | 6.5K | 1.3% | —Held | |
| 23 | Schwab Strategic TR US DIVIDEND EQ | $6.3M | 198.2K | 1.3% | ▲+35% Added · +51K sh | |
| 24 | JPMorgan Chase & Co COM | $6.1M | 18.5K | 1.2% | ▼−0.6% Reduced · −115 sh | |
| 25 | Johnson & Johnson COM | $5.8M | 22.9K | 1.2% | ▼−1.3% Reduced · −292 sh | |
| 26 | Pfizer Inc COM | $5.4M | 226.1K | 1.1% | ▼−2.6% Reduced · −6K sh | |
| 27 | Pepsico Inc COM | $5.3M | 39.0K | 1.1% | ▼−2.4% Reduced · −954 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $5.2M | 6.9K | 1.0% | ▼−3.8% Reduced · −273 sh | |
| 29 | Vanguard Index FDS GROWTH ETF | $5.0M | 58.6K | 1.0% | ▲+628% Added · +51K sh | |
| 30 | Broadcom Inc COM | $4.3M | 11.4K | 0.9% | ▼−0.2% Reduced · −20 sh | |
| 31 | Bank Of Amer Corp COM | $4.1M | 72.8K | 0.8% | ▼−1.9% Reduced · −1K sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $4.1M | 5.5K | 0.8% | ▼−0.2% Reduced · −9 sh | |
| 33 | Invesco Exchange Traded FD T WATER RES ETF | $4.0M | 57.4K | 0.8% | ▼−0.6% Reduced · −367 sh | |
| 34 | Advanced Micro Devices Inc COM | $3.8M | 6.6K | 0.8% | ▼−2.5% Reduced · −169 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $3.8M | 5.1K | 0.8% | ▼−0.3% Reduced · −15 sh | |
| 36 | First TR Exchange-Traded FD WTR ETF | $3.6M | 33.0K | 0.7% | ▲+2.5% Added · +794 sh | |
| 37 | Vanguard Star FDS VG TL INTL STK F | $3.5M | 41.3K | 0.7% | ▲+0.2% Added · +70 sh | |
| 38 | Ishares TR MSCI USA QLT FCT | $3.3M | 15.0K | 0.7% | ▲+23% Added · +3K sh | |
| 39 | Visa Inc COM CL A | $3.3M | 9.6K | 0.7% | ▼−1.6% Reduced · −154 sh | |
| 40 | Home Depot Inc COM | $3.2M | 9.2K | 0.7% | ▲+0.3% Added · +24 sh | |
| 41 | Vanguard World FD HEALTH CAR ETF | $3.2M | 10.7K | 0.6% | ▲+0.2% Added · +18 sh | |
| 42 | Exxon Mobil Corp COM | $3.1M | 23.0K | 0.6% | ▼−4.5% Reduced · −1K sh | |
| 43 | SPDR Series Trust ST STR P500VAL | $3.1M | 51.5K | 0.6% | ▼−4.5% Reduced · −2K sh | |
| 44 | First TR Exchange-Traded FD FT VEST S&P 500 | $3.0M | 59.0K | 0.6% | ▼−0.2% Reduced · −142 sh | |
| 45 | Philip Morris Intl Inc COM | $3.0M | 16.5K | 0.6% | —Held | |
| 46 | Chevron Corporation COM | $2.9M | 17.5K | 0.6% | ▼−0.3% Reduced · −53 sh | |
| 47 | McDonalds Corp COM | $2.9M | 10.6K | 0.6% | ▼−0.6% Reduced · −68 sh | |
| 48 | Unitedhealth Group Inc COM | $2.9M | 6.9K | 0.6% | ▼−1.0% Reduced · −70 sh | |
| 49 | PNC Finl Svcs Group Inc COM | $2.6M | 10.7K | 0.5% | ▼−3.8% Reduced · −425 sh | |
| 50 | SPDR Series Trust ST STR PR SP1500 | $2.6M | 28.7K | 0.5% | ▼−2.8% Reduced · −840 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1616664/holdings"
Use Arkolith to show Raab & Moskowitz Asset Management LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $17K | 2K |
| PUT · bearish | META PLATFORMS INC-CLASS AMETA | $12K | 400 |
| PUT · bearish | ALPHABET INC-CL AGOOGL | $9K | 2K |
| PUT · bearish | ELI LILLY & COLLY | $3K | 800 |
| PUT · bearish | APPLE INCAAPL | $3K | 700 |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 198 | $497.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 21, 2026 | 187 | $449.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 189 | $457.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 18, 2025 | 188 | $447.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 185 | $419.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 177 | $397.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 172 | $408.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 169 | $395.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 167 | $368.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 169 | $357.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 2, 2024 | 164 | $316.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 162 | $283.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 164 | $292.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 159 | $273.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 27, 2023 | 157 | $263.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 154 | $237.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 159 | $255.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 162 | $291.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 168 | $304.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 161 | $276.8M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 30, 2021 | 160 | $273.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 153 | $256.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 147 | $243.7M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 135 | $216.6M | 13F-HR |
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.