Universe · entity
Samalin Investment Counsel, LLC
Institutional manager (13F) · CIK 1544366
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $145M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $9M | 33,915 |
| 2 | VANECK MERK GOLD ETF | $8M | 176,906 |
| 3 | STATE STR SPDR S&P 500 ETF T | $6M | 9,092 |
| 4 | SPDR GOLD TR | $5M | 11,253 |
| 5 | ISHARES TR | $5M | 67,301 |
| 6 | ISHARES TR | $5M | 18,619 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $4M | 8,869 |
| 8 | MICROSOFT CORP | $4M | 11,241 |
| 9 | INVESCO EXCHANGE TRADED FD T | $4M | 19,493 |
| 10 | ISHARES TR | $4M | 39,919 |
| 11 | ISHARES TR | $4M | 25,520 |
| 12 | ISHARES TR | $4M | 36,980 |
| 13 | BANK AMERICA CORP | $4M | 72,217 |
| 14 | ALPS ETF TR | $3M | 64,370 |
| 15 | DIMENSIONAL ETF TRUST | $3M | 86,836 |
| 16 | MPLX LP | $3M | 58,237 |
| 17 | NVIDIA CORPORATION | $3M | 18,450 |
| 18 | ISHARES TR | $3M | 27,059 |
| 19 | ISHARES TR | $3M | 23,945 |
| 20 | ENTERPRISE PRODS PARTNERS L | $3M | 78,438 |
| 21 | VICTORY PORTFOLIOS II | $3M | 57,456 |
| 22 | ISHARES TR | $3M | 59,645 |
| 23 | ISHARES TR | $3M | 34,168 |
| 24 | FIDELITY COVINGTON TRUST | $3M | 13,531 |
| 25 | INVESCO QQQ TR | $3M | 4,618 |
| 26 | EATON CORP PLC | $3M | 7,165 |
| 27 | JPMORGAN CHASE & CO | $3M | 8,601 |
| 28 | VANECK ETF TRUST | $2M | 194,023 |
| 29 | META PLATFORMS INC | $2M | 4,259 |
| 30 | ABRDN HEALTHCARE INVESTORS | $2M | 125,848 |
| 31 | TESLA INC | $2M | 5,780 |
| 32 | DIMENSIONAL ETF TRUST | $2M | 42,338 |
| 33 | SCHWAB STRATEGIC TR | $2M | 64,805 |
| 34 | ETFIS SER TR I | $2M | 93,988 |
| 35 | ROYCE SMALL CAP TRUST INC | $2M | 112,755 |
| 36 | VANGUARD INDEX FDS | $2M | 19,235 |
| 37 | COHEN & STEERS QUALITY INCOM | $2M | 137,632 |
| 38 | DIMENSIONAL ETF TRUST | $2M | 23,018 |
| 39 | JOHNSON & JOHNSON | $2M | 6,516 |
| 40 | PROCTER & GAMBLE CO | $2M | 10,966 |
| 41 | CALAMOS CONV OPPORTUNITIES & | $2M | 146,349 |
| 42 | ALPHABET INC | $2M | 5,442 |
| 43 | WESTERN MIDSTREAM PARTNERS L | $2M | 37,766 |
| 44 | SELECT SECTOR SPDR TR | $1M | 32,585 |
| 45 | DIMENSIONAL ETF TRUST | $1M | 20,905 |
| 46 | UNITEDHEALTH GROUP INC | $1M | 5,380 |
| 47 | REAVES UTIL INCOME FD | $1M | 35,875 |
| 48 | DIMENSIONAL ETF TRUST | $1M | 27,094 |
| 49 | ISHARES TR | $1M | 24,583 |
| 50 | DIMENSIONAL ETF TRUST | $1M | 29,098 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.