Samalin Investment Counsel, LLC 13F Holdings
CIK 0001544366 · CHAPPAQUA, NY
As of Sep 30, 2025, Samalin Investment Counsel, LLC reported 328 positions worth $257.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 36,799 | $9.4M | 3.64% |
| VANECK MERK GOLD ETF | OUNZ | — | 191,532 | $7.1M | 2.77% |
| NVIDIA CORP | NVDA | Technology | 37,910 | $7.1M | 2.75% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,188 | $6.1M | 2.38% |
| MICROSOFT CORP | MSFT | Technology | 11,626 | $6.0M | 2.34% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 17,715 | $4.8M | 1.89% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 32,594 | $4.7M | 1.85% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,095 | $4.6M | 1.78% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 65,651 | $4.5M | 1.74% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 45,962 | $4.4M | 1.73% |
| SPDR GOLD TRUST | GQ9 | — | 10,536 | $3.7M | 1.46% |
| BANK OF AMERICA CORP | BAC | Financial Services | 71,633 | $3.7M | 1.44% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,346 | $3.2M | 1.25% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 36,991 | $3.1M | 1.22% |
| ISHARES TIPS BOND ETF | TIP | — | 28,099 | $3.1M | 1.22% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 79,538 | $3.1M | 1.19% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 35,105 | $2.9M | 1.13% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 9,211 | $2.9M | 1.13% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 59,061 | $2.9M | 1.12% |
| VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF | USTB | — | 56,439 | $2.9M | 1.12% |
| MPLX LP | MPLX | Energy | 56,892 | $2.8M | 1.11% |
| EATON CORP PLC | ETN | Industrials | 7,573 | $2.8M | 1.10% |
| META PLATFORMS INC | META | Communication Services | 3,743 | $2.7M | 1.07% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 12,341 | $2.7M | 1.07% |
| TESLA INC | TSLA | Consumer Cyclical | 5,916 | $2.6M | 1.02% |