Raab & Moskowitz Asset Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Raab & Moskowitz Asset Management Llc disclosed 190 stock positions valued at approximately $500.79M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, APPLE INC, and VANGUARD WORLD FD.
- Report Period
- September 30, 2026
- No. of Stocks
- 190
- Portfolio Value
- $500.79M
Holdings by Sector
Raab & Moskowitz Asset Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 5.16% | 69,003 | -438 | -0.63% | $25,823,538 |
| APPLE INC | AAPL | Technology | 5.10% | 76,723 | -2,122 | -2.69% | $25,550,314 |
| VANGUARD WORLD FD | MGK | Other | 3.97% | 214,550 | -9,540 | -4.26% | $19,878,032 |
| MICROSOFT CORP | MSFT | Technology | 3.24% | 31,656 | -1,254 | -3.81% | $16,236,346 |
| VANGUARD WHITEHALL FDS | VYM | Other | 3.09% | 99,642 | +6,749 | +7.27% | $15,464,489 |
| ISHARES TR | DVY | Other | 2.86% | 94,255 | +10,307 | +12.28% | $14,333,357 |
| QUANTA SVCS INC | PWR | Industrials | 2.59% | 20,157 | -870 | -4.14% | $12,951,352 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.50% | 13,749 | -132 | -0.95% | $12,516,334 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.44% | 58,653 | +457 | +0.79% | $12,200,941 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.42% | 24,354 | -354 | -1.43% | $12,126,973 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 2.37% | 89,853 | -2,936 | -3.16% | $11,888,401 |
| VANGUARD INDEX FDS | VTV | Other | 2.29% | 52,973 | -613 | -1.14% | $11,446,377 |
| ALPHABET INC | GOOGL | Communication Services | 2.07% | 30,181 | -1,193 | -3.80% | $10,384,761 |
| WALMART INC | WMT | Consumer Defensive | 1.82% | 87,716 | -955 | -1.08% | $9,115,451 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.80% | 36,248 | -535 | -1.45% | $9,031,277 |
| VANGUARD WORLD FD | VGT | Other | 1.72% | 68,433 | -4,943 | -6.74% | $8,599,951 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.67% | 256,743 | +58,515 | +29.52% | $8,351,834 |
| MERCK & CO INC | MRK | Healthcare | 1.43% | 49,400 | -2,373 | -4.58% | $7,178,358 |
| PGIM ETF TR | PULS | Other | 1.39% | 140,831 | +2,396 | +1.73% | $6,965,490 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 1.36% | 67,420 | -1,262 | -1.84% | $6,818,138 |
| ABBVIE INC | ABBV | Healthcare | 1.33% | 25,444 | -184 | -0.72% | $6,655,843 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.29% | 27,765 | -4,782 | -14.69% | $6,477,735 |
| PFIZER INC | PFE | Healthcare | 1.23% | 215,649 | -10,467 | -4.63% | $6,150,322 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.20% | 18,198 | -293 | -1.58% | $6,020,381 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 1.20% | 6,503 | -28 | -0.43% | $5,997,977 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.19% | 22,484 | -426 | -1.86% | $5,952,535 |
| ISHARES TR | IVV | Other | 0.98% | 6,432 | -467 | -6.77% | $4,925,704 |
| PEPSICO INC | PEP | Consumer Defensive | 0.96% | 37,993 | -1,012 | -2.59% | $4,814,443 |
| VANGUARD INDEX FDS | VUG | Other | 0.94% | 52,091 | -6,508 | -11.11% | $4,693,946 |
| ISHARES TR | QUAL | Other | 0.91% | 20,597 | +5,644 | +37.74% | $4,577,400 |
Showing 30 of 190 holdings in the latest reporting period.
Raab & Moskowitz Asset Management Llc Options Holdings in Q3 2026
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.