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Disclosed positions
Samalin Investment Counsel, LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $10,208,909
- Reported amount
- 35,281
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000877Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $10,208,909 | 35,281 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $7,437,640 | 10,100 | SH | Put |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $6,934,508 | 9,286 | SH | None |
| VANECK MERK GOLD ETF | OUNZ | GOLD SHS | $6,804,689 | 176,333 | SH | None |
| ISHARES TR | IWY | RUS TP200 GR ETF | $5,405,002 | 18,598 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $5,122,490 | 67,588 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $5,012,273 | 23,557 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,830,332 | 24,141 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,574,013 | 12,262 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $4,567,217 | 9,127 | SH | None |
| FIDELITY COVINGTON TRUST | FTEC | MSCI INFO TECH I | $4,270,334 | 14,953 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $4,164,031 | 25,349 | SH | None |
| BANK OF AMER CORP | BAC | COM | $4,120,141 | 72,309 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $4,058,173 | 36,785 | SH | None |
| ISHARES TR | ISTB | CORE 1 5 YR USD | $3,974,059 | 82,364 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $3,855,946 | 86,924 | SH | None |
| ALPS ETF TR | AMLP | ALERIAN MLP | $3,831,199 | 73,890 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $3,570,774 | 112,607 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $3,531,019 | 23,808 | SH | None |
| ISHARES TR | EFAV | MSCI EAFE MIN VL | $3,522,632 | 40,162 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $3,505,015 | 4,760 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $3,478,809 | 31,790 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $3,399,845 | 41,406 | SH | None |
| ABRDN HEALTHCARE INVESTORS | HQH | SH BEN INT | $3,398,467 | 154,616 | SH | None |
| MPLX LP | MPLX | COM UNIT REP LTD | $3,364,786 | 59,733 | SH | None |
| EATON CORP PLC | ETN | SHS | $3,060,342 | 7,182 | SH | None |
| META PLATFORMS INC | META | CL A | $3,055,898 | 5,425 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,943,744 | 7,991 | SH | None |
| VICTORY PORTFOLIOS II | USTB | SHORT TRM BD ETF | $2,782,524 | 54,969 | SH | None |
| CALAMOS CONV OPPORTUNITIES & | CHI | SH BEN INT | $2,774,616 | 206,445 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $2,759,120 | 75,058 | SH | None |
| VANECK ETF TRUST | BIZD | BDC INCOME ETF | $2,744,354 | 216,774 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,743,260 | 8,381 | SH | None |
| ROYCE SMALL CAP TRUST INC | RVT | COM | $2,721,493 | 147,347 | SH | None |
| TESLA INC | TSLA | COM | $2,518,690 | 5,988 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $2,339,771 | 5,629 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $2,319,098 | 42,158 | SH | None |
| REAVES UTIL INCOME FD | UTG | COM SH BEN INT | $2,031,223 | 49,883 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,950,760 | 5,459 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $1,911,974 | 19,828 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $1,900,487 | 23,194 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $1,801,065 | 9,453 | SH | None |
| EATON VANCE TAX ADVT DIV INC | EVT | COM | $1,793,416 | 64,791 | SH | None |
| NEUBERGER ENGY INFRSTR & INC | NML | COM | $1,767,644 | 174,324 | SH | None |
| ETFIS SER TR I | PFFA | VIRTUS INFRCAP | $1,739,623 | 84,571 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $1,717,668 | 20,861 | SH | None |
| WESTERN MIDSTREAM PARTNERS L | WES | COM UNIT LP INT | $1,687,374 | 38,560 | SH | None |
| ADAMS DIVERSIFIED EQUITY FD | ADX | COM | $1,663,438 | 65,105 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,663,304 | 6,549 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,655,545 | 21,470 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 2 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.