Samalin Investment Counsel, LLC filed a Form 13F-HR on October 23, 2026, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 331 separate securities.
The filing lists a diverse portfolio of common stock and exchange-traded funds. Major corporate positions include Apple Inc., with 3,507,523 shares; Berkshire Hathaway Inc. Class B, with 9,379 shares; and JPMorgan Chase & Co., with 8,430 shares.
The portfolio also includes significant investments in exchange-traded funds (ETFs). Notable ETF holdings include Dimensional ETF Trust funds, such as the US Core Equity 2 ETF (870,654 shares) and the US Large Value ETF (30,212 shares). Other ETFs listed include Invesco QQQ Trust Series 1 (9,900 shares), iShares Core S&P 500 ETF (978 shares), and various funds tracking emerging markets, real estate, and healthcare sectors.
The filing indicates that the firm holds these positions in its capacity as a sole beneficial owner.
