Samalin Investment Counsel, LLC

Q3 2025 13F Holdings

  • Location
    chappaqua, NY
  • Num holdings

    328

  • Value ($000)

    $290,615

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001544366
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$9.37 M
3 %

36,799

OUNZ
OUNZ

VANECK MERK GOLD ETF

GOLD SHS
921078101
$7.12 M
3 %

191,532

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.40 M
2 %

34,310

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$6.12 M
2 %

9,188

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.02 M
2 %

11,626

IWY
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$4.85 M
2 %

17,715

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$4.75 M
2 %

32,594

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.57 M
2 %

9,095

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$4.47 M
2 %

65,651

IWR
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$4.44 M
2 %

45,962

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