Samalin Investment Counsel, LLC
320 holdingsFiling period: 2026-03-31Current AUM: $306.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 33.9K | $8.6M | $10.5M | 3.42% | -4,429 | 2026-03-31 |
| 2 | OUNZ | VANECK MERK GOLD ETF | 176.9K | $8.0M | $6.9M | 2.25% | -9,283 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 9.1K | $5.9M | $6.8M | 2.22% | +237 | 2026-03-31 |
| 4 | GLD | SPDR GOLD TR | 11.3K | $4.8M | $4.2M | 1.37% | +219 | 2026-03-31 |
| 5 | DGRO | ISHARES TR | 67.3K | $4.7M | $5.2M | 1.71% | -1,621 | 2026-03-31 |
| 6 | IWY | ISHARES TR | 18.6K | $4.6M | $5.1M | 1.68% | +929 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.9K | $4.2M | $4.2M | 1.39% | -282 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 11.2K | $4.2M | $5.2M | 1.71% | -1,891 | 2026-03-31 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 19.5K | $3.7M | $4.2M | 1.37% | +11.7K | 2026-03-31 |
| 10 | EFAV | ISHARES TR | 39.9K | $3.6M | $3.7M | 1.21% | +292 | 2026-03-31 |
| 11 | ITOT | ISHARES TR | 25.5K | $3.6M | $4.2M | 1.36% | -7,896 | 2026-03-31 |
| 12 | IWR | ISHARES TR | 37.0K | $3.6M | $4.1M | 1.32% | -10,223 | 2026-03-31 |
| 13 | BAC | BANK AMERICA CORP | 72.2K | $3.5M | $4.5M | 1.46% | -170 | 2026-03-31 |
| 14 | AMLP | ALPS ETF TR | 64.4K | $3.4M | $3.6M | 1.16% | +12.4K | 2026-03-31 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | 86.8K | $3.4M | $3.9M | 1.26% | +3.9K | 2026-03-31 |
| 16 | MPLX | MPLX LP | 58.2K | $3.3M | $3.4M | 1.11% | +2.5K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 18.4K | $3.2M | $3.7M | 1.21% | -1,102 | 2026-03-31 |
| 18 | TIP | ISHARES TR | 27.1K | $3.0M | $2.9M | 0.95% | -670 | 2026-03-31 |
| 19 | IJR | ISHARES TR | 23.9K | $3.0M | $3.5M | 1.14% | +4.6K | 2026-03-31 |
| 20 | EPD | ENTERPRISE PRODS PARTNERS L | 78.4K | $3.0M | $3.0M | 0.97% | +7.2K | 2026-03-31 |
| 21 | USTB | VICTORY PORTFOLIOS II | 57.5K | $2.9M | $2.9M | 0.95% | -4,066 | 2026-03-31 |
| 22 | ISTB | ISHARES TR | 59.6K | $2.9M | $2.9M | 0.94% | -2,983 | 2026-03-31 |
| 23 | SHY | ISHARES TR | 34.2K | $2.8M | $2.8M | 0.91% | -2,225 | 2026-03-31 |
| 24 | FTEC | FIDELITY COVINGTON TRUST | 13.5K | $2.8M | $3.7M | 1.19% | +1.9K | 2026-03-31 |
| 25 | QQQ | INVESCO QQQ TR | 4.6K | $2.7M | $3.2M | 1.04% | -132 | 2026-03-31 |
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