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Raab & Moskowitz Asset Management LLC

Updated 3 days ago

Managed by Raab & Moskowitz Asset Management Llc • Latest filing Q3 2026

Portfolio value
$503.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.5%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$447.3M
Q4 2025$457.2M
Q1 2026$449.6M
Q2 2026$497.3M
Q3 2026$503.4M

Top holdings

196 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

Value
$25.8M
Shares
69.0K
% Port
5.13%
A

APPLE INC

Value
$25.6M
Shares
76.7K
% Port
5.08%
V

VANGUARD WORLD FD

Value
$19.9M
Shares
214.6K
% Port
3.95%
M

MICROSOFT CORP

Value
$16.2M
Shares
31.7K
% Port
3.23%
V

VANGUARD WHITEHALL FDS

Value
$15.5M
Shares
99.6K
% Port
3.07%
E

ISHARES TR

Value
$14.3M
Shares
94.3K
% Port
2.85%
P

QUANTA SVCS INC

Value
$13M
Shares
20.2K
% Port
2.57%
C

COSTCO WHOLESALE CORPORATION

Value
$12.5M
Shares
13.7K
% Port
2.49%
I

INVESCO EXCHANGE TRADED FD T

Value
$12.2M
Shares
58.7K
% Port
2.42%
B

BERKSHIRE HATHAWAY INC DEL

Value
$12.1M
Shares
24.4K
% Port
2.41%
T

TJX COS INC NEW

Value
$11.9M
Shares
89.9K
% Port
2.36%
V

VANGUARD INDEX FDS

Value
$11.4M
Shares
53.0K
% Port
2.27%
G

ALPHABET INC

Value
$10.4M
Shares
30.2K
% Port
2.06%
W

WALMART INC

Value
$9.1M
Shares
87.7K
% Port
1.81%
A

AMAZON COM INC

Value
$9M
Shares
36.2K
% Port
1.79%
V

VANGUARD WORLD FD

Value
$8.6M
Shares
68.4K
% Port
1.71%
S

SCHWAB STRATEGIC TR

Value
$8.4M
Shares
256.7K
% Port
1.66%
M

MERCK & CO INC

Value
$7.2M
Shares
49.4K
% Port
1.43%
O

PGIM ETF TR

Value
$7M
Shares
140.8K
% Port
1.38%
V

VANGUARD WHITEHALL FDS

Value
$6.8M
Shares
67.4K
% Port
1.35%

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