Samalin Investment Counsel, LLC

Est. AUM

$282.0M

13F long equity, this entity only

Positions

319

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$8.6M	33915	3.05%	SOLE
2	VANECK MERK GOLD ETF	GOLD SHS	$8.0M	176906	2.83%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.9M	9092	2.10%	SOLE
4	SPDR GOLD TR	GOLD SHS	$4.8M	11253	1.72%	SOLE
5	ISHARES TR	CORE DIV GRWTH	$4.7M	67301	1.67%	SOLE
6	ISHARES TR	RUS TP200 GR ETF	$4.6M	18619	1.64%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	8869	1.51%	SOLE
8	MICROSOFT CORP	COM	$4.2M	11241	1.48%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.7M	19493	1.33%	SOLE
10	ISHARES TR	MSCI EAFE MIN VL	$3.6M	39919	1.29%	SOLE
11	ISHARES TR	CORE S&P TTL STK	$3.6M	25520	1.29%	SOLE
12	ISHARES TR	RUS MID CAP ETF	$3.6M	36980	1.28%	SOLE
13	BANK AMERICA CORP	COM	$3.5M	72217	1.25%	SOLE
14	ALPS ETF TR	ALERIAN MLP	$3.4M	64370	1.20%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.4M	86836	1.20%	SOLE
16	MPLX LP	COM UNIT REP LTD	$3.3M	58237	1.18%	SOLE
17	NVIDIA CORPORATION	COM	$3.2M	18450	1.14%	SOLE
18	ISHARES TR	TIPS BD ETF	$3.0M	27059	1.06%	SOLE
19	ISHARES TR	CORE S&P SCP ETF	$3.0M	23945	1.06%	SOLE
20	ENTERPRISE PRODS PARTNERS L	COM	$3.0M	78438	1.05%	SOLE
21	VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$2.9M	57456	1.03%	SOLE
22	ISHARES TR	CORE 1 5 YR USD	$2.9M	59645	1.02%	SOLE
23	ISHARES TR	1 3 YR TREAS BD	$2.8M	34168	1.00%	SOLE
24	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$2.8M	13531	1.00%	SOLE
25	INVESCO QQQ TR	UNIT SER 1	$2.7M	4618	0.95%	SOLE
26	EATON CORP PLC	SHS	$2.6M	7165	0.91%	SOLE
27	JPMORGAN CHASE & CO	COM	$2.5M	8601	0.90%	SOLE
28	VANECK ETF TRUST	BDC INCOME ETF	$2.5M	194023	0.88%	SOLE
29	META PLATFORMS INC	CL A	$2.4M	4259	0.86%	SOLE
30	ABRDN HEALTHCARE INVESTORS	SH BEN INT	$2.2M	125848	0.79%	SOLE
31	TESLA INC	COM	$2.1M	5780	0.76%	SOLE
32	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.1M	42338	0.73%	SOLE
33	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.0M	64805	0.70%	SOLE
34	ETFIS SER TR I	VIRTUS INFRCAP	$1.9M	93988	0.68%	SOLE
35	ROYCE SMALL CAP TRUST INC	COM	$1.9M	112755	0.66%	SOLE
36	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.7M	19235	0.60%	SOLE
37	COHEN & STEERS QUALITY INCOM	COM	$1.7M	137632	0.59%	SOLE
38	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.6M	23018	0.58%	SOLE
39	JOHNSON & JOHNSON	COM	$1.6M	6516	0.56%	SOLE
40	PROCTER & GAMBLE CO	COM	$1.6M	10966	0.56%	SOLE
41	CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$1.6M	146349	0.56%	SOLE
42	ALPHABET INC	CAP STK CL A	$1.6M	5442	0.55%	SOLE
43	WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$1.6M	37766	0.55%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.5M	32585	0.53%	SOLE
45	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.5M	20905	0.53%	SOLE
46	UNITEDHEALTH GROUP INC	COM	$1.5M	5380	0.52%	SOLE
47	REAVES UTIL INCOME FD	COM SH BEN INT	$1.4M	35875	0.50%	SOLE
48	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$1.4M	27094	0.50%	SOLE
49	ISHARES TR	MSCI EMG MKT ETF	$1.4M	24583	0.49%	SOLE
50	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.4M	29098	0.49%	SOLE

1–50 of 319

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.