Samalin Investment Counsel, LLC ETF holdings
Chappaqua, NY
Reported $135.7M in 93 ETFs in its Form 13F for June 30, 2026.
ETF value
$135.7M
ETFs held
93
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
43.4%
of $312.5M
Top 10 of 93 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $6.9M | 9,286 | +194 shares |
| OUNZ | VanEck Merk Gold Trust | $6.8M | 176,333 | −573 shares |
| IWY | iShares Russell Top 200 Growth ETF | $5.4M | 18,598 | −21 shares |
| DGRO | iShares Core Dividend Growth ETF | $5.1M | 67,588 | +287 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $5.0M | 23,557 | +4,064 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $4.3M | 14,953 | +1,422 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $4.2M | 25,349 | −171 shares |
| IWR | iShares Russell Mid-Cap ETF | $4.1M | 36,785 | −195 shares |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $4.0M | 82,364 | +22,719 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $3.9M | 86,924 | +88 shares |
83 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001544366. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Samalin Investment Counsel, LLC own?
Samalin Investment Counsel, LLC reported 93 ETF positions worth $135.7M in its Form 13F for June 30, 2026. The largest was SPY, at $6.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.