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Samalin Investment Counsel, LLC

Q4 2025 13F Holdings

  • Location
    chappaqua, NY
  • Num holdings

    312

  • Value ($000)

    $281,951

  • Date Filed
    01/30/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$10.42M
4 %

38,344

O
OUNZ

VANECK MERK GOLD ETF

GOLD SHS
921078101
$7.72M
3 %

186,189

M
MSFT

MICROSOFT CORP

COM
594918104
$6.35M
2 %

13,132

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$6.04M
2 %

8,855

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$4.97M
2 %

33,416

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$4.9M
2 %

17,690

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$4.78M
2 %

68,922

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.6M
2 %

9,151

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$4.54M
2 %

47,203

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$4.37M
2 %

11,034

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