Samalin Investment Counsel, LLC
Q3 2026 13F filing
Updated 13 days ago331 disclosed positions worth $319.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q INVESCO QQQ TR | $7.3M | 9.9K | 2.29% | Added(+108.0%) |
| 2 | A APPLE INC | $7.3M | 35.1K | 2.29% | Trimmed(-0.6%) |
| 3 | O VANECK MERK GOLD ETF | $7M | 175.2K | 2.19% | Trimmed(-0.6%) |
| 4 | S STATE STR SPDR S&P 500 ETF T | $6.9M | 9.1K | 2.16% | Trimmed(-2.5%) |
| 5 | M MICROSOFT CORP | $5.9M | 11.6K | 1.86% | Trimmed(-5.7%) |
| 6 | E ISHARES TR | $5.7M | 19.3K | 1.78% | Added(+3.7%) |
| 7 | S SCHWAB STRATEGIC TR | $5.6M | 172.6K | 1.76% | Added(+53.3%) |
| 8 | E ISHARES TR | $5.3M | 112.6K | 1.67% | Added(+36.7%) |
| 9 | E ISHARES TR | $5.3M | 70.0K | 1.65% | Added(+3.6%) |
| 10 | I INVESCO EXCHANGE TRADED FD T | $5.2M | 25.2K | 1.64% | Added(+6.8%) |
| 11 | F FIDELITY COVINGTON TRUST | $4.7M | 15.6K | 1.46% | Added(+4.2%) |
| 12 | B BERKSHIRE HATHAWAY INC DEL | $4.7M | 9.4K | 1.46% | Added(+2.8%) |
| 13 | A ALPS ETF TR | $4.4M | 85.5K | 1.39% | Added(+15.7%) |
| 14 | E ISHARES TR | $4.3M | 25.8K | 1.34% | Added(+1.9%) |
| 15 | E ISHARES TR | $4M | 37.9K | 1.27% | Added(+3.0%) |
| 16 | B ISHARES TR | $4M | 49.4K | 1.26% | Added(+19.3%) |
| 17 | B BANK OF AMER CORP | $4M | 72.9K | 1.24% | Added(+0.8%) |
| 18 | E ISHARES TR | $3.9M | 43.2K | 1.23% | Added(+7.5%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $3.9M | 87.1K | 1.21% | Added(+0.2%) |
| 20 | B ISHARES TR | $3.9M | 37.0K | 1.21% | Added(+16.5%) |
| 21 | H ABRDN HEALTHCARE INVESTORS | $3.8M | 182.4K | 1.19% | Added(+17.9%) |
| 22 | H VANECK ETF TRUST | $3.6M | 281.9K | 1.14% | Added(+30.0%) |
| 23 | C CALAMOS CONV OPPORTUNITIES & | $3.4M | 298.8K | 1.07% | Added(+44.7%) |
| 24 | M MPLX LP | $3.4M | 60.6K | 1.07% | Added(+1.4%) |
| 25 | ? N/A ROYCE SMALL CAP TRUST INC | $3.4M | 198.3K | 1.06% | Added(+34.6%) |
| 26 | Q INVESCO QQQ TR | $3.4M | 4.6K | 1.06% | Trimmed(-4.2%) |
| 27 | E ISHARES TR | $3.2M | 23.6K | 1.01% | Trimmed(-0.8%) |
| 28 | E EATON CORP PLC | $3.1M | 7.2K | 0.97% | Added(+0.0%) |
| 29 | N NVIDIA CORPORATION | $3.1M | 13.5K | 0.96% | Trimmed(-44.1%) |
| 30 | G SPDR GOLD TR | $3M | 8.0K | 0.95% | Added(+0.1%) |
| 31 | E EATON VANCE TAX ADVT DIV INC | $2.8M | 100.5K | 0.88% | Added(+55.1%) |
| 32 | J JPMORGAN CHASE & CO | $2.8M | 8.4K | 0.87% | Added(+0.6%) |
| 33 | U REAVES UTIL INCOME FD | $2.8M | 80.7K | 0.87% | Added(+61.7%) |
| 34 | A ADAMS DIVERSIFIED EQUITY FD | $2.7M | 105.8K | 0.85% | Added(+62.5%) |
| 35 | E ENTERPRISE PRODS PARTNERS L | $2.7M | 75.3K | 0.84% | Added(+0.3%) |
| 36 | V VICTORY PORTFOLIOS II | $2.7M | 53.7K | 0.84% | Trimmed(-2.4%) |
| 37 | P NEUBERGER ENGY INFRSTR & INC | $2.7M | 267.7K | 0.83% | Added(+53.5%) |
| 38 | G GENERAL AMERN INVS CO INC | $2.6M | 41.3K | 0.82% | Added(+63.8%) |
| 39 | T TESLA INC | $2.4M | 6.7K | 0.74% | Added(+11.9%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 40.7K | 0.70% | Trimmed(-3.5%) |
| 41 | U UNITEDHEALTH GROUP INC | $2.1M | 5.6K | 0.64% | Trimmed(-0.6%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $2M | 24.2K | 0.63% | Added(+4.4%) |
| 43 | S SELECT SECTOR SPDR TR | $1.9M | 9.5K | 0.58% | Added(+0.1%) |
| 44 | M META PLATFORMS INC | $1.8M | 2.5K | 0.56% | Trimmed(-54.8%) |
| 45 | M MERCK & CO INC | $1.8M | 12.1K | 0.55% | Added(+1.4%) |
| 46 | V VANGUARD INDEX FDS | $1.7M | 19.4K | 0.55% | Trimmed(-2.1%) |
| 47 | J JOHNSON & JOHNSON | $1.7M | 6.6K | 0.54% | Added(+0.2%) |
| 48 | W WESTERN MIDSTREAM PARTNERS L | $1.7M | 37.8K | 0.53% | Trimmed(-2.0%) |
| 49 | A AMAZON COM INC | $1.7M | 6.7K | 0.52% | Added(+0.2%) |
| 50 | E ISHARES TR | $1.6M | 24.7K | 0.52% | Added(+2.0%) |