SEC Form 13F

Joel Isaacson & Co., LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$3,454,801,789
Positions482

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSDYST STR SP DIV$440,472,9872,894,421
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$324,545,3561,371,589
VANGUARD INDEX FDSVTITOTAL STK MKT$197,859,936534,699
ALPHABET INCGOOGLCAP STK CL A$184,394,346515,976
ALPHABET INCGOOGCAP STK CL C$171,989,778486,768
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$166,459,6731,053,342
VANGUARD INDEX FDSVOMID CAP ETF$155,803,5521,933,766
APPLE INCAAPLCOM$132,681,481458,534
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$101,274,678135,617
VANGUARD ADMIRAL FDS INCVOOG500 GRTH IDX F$75,073,835908,664

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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