Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $25.7M | 5.2% |
| Apple Inc.COM | COM | $22.8M | 4.6% |
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $19.7M | 4.0% |
| Quanta Svcs Inc.COM | COM | $15.1M | 3.0% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $14.7M | 3.0% |
| TJX Cos Inc. NewCOM | COM | $14.1M | 2.8% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $13.1M | 2.6% |
| Costco Wholesale CorporationCOM | COM | $13M | 2.6% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $12.4M | 2.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $12.4M | 2.5% |
| Microsoft Corp.COM | COM | $12.3M | 2.5% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $11.7M | 2.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $11.2M | 2.3% |
| Walmart Inc.COM | COM | $10M | 2.0% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $8.77M | 1.8% |
| Amazon Com Inc.COM | COM | $8.77M | 1.8% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $7.7M | 1.5% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $6.86M | 1.4% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $6.74M | 1.4% |
| Merck & CO Inc.COM | COM | $6.65M | 1.3% |
| Abbvie Inc.COM | COM | $6.45M | 1.3% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $6.3M | 1.3% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $6.29M | 1.3% |
| JPMORGAN Chase & COCOM | COM | $6.05M | 1.2% |
| Johnson & JohnsonCOM | COM | $5.82M | 1.2% |
| Pfizer Inc.COM | COM | $5.44M | 1.1% |
| Pepsico Inc.COM | COM | $5.28M | 1.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $5.17M | 1.0% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $5.05M | 1.0% |
| Broadcom Inc.COM | COM | $4.31M | 0.9% |
| Bank OF Amer Corp.COM | COM | $4.15M | 0.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $4.06M | 0.8% |
| Invesco Exchange Traded FD TWATER RES ETF | WATER RES ETF | $3.96M | 0.8% |
| Advanced Micro Devices Inc.COM | COM | $3.81M | 0.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $3.8M | 0.8% |
| First TR Exchange-traded FDWTR ETF | WTR ETF | $3.62M | 0.7% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $3.53M | 0.7% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $3.28M | 0.7% |
| Visa Inc.COM CL A | COM CL A | $3.28M | 0.7% |
| Home Depot Inc.COM | COM | $3.25M | 0.7% |
| Vanguard World FDHEALTH CAR ETF | HEALTH CAR ETF | $3.19M | 0.6% |
| Exxon Mobil Corp.COM | COM | $3.14M | 0.6% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $3.13M | 0.6% |
| First TR Exchange-traded FDFT VEST S&P 500 | FT VEST S&P 500 | $2.98M | 0.6% |
| Philip Morris Intl Inc.COM | COM | $2.98M | 0.6% |
| Chevron CorporationCOM | COM | $2.91M | 0.6% |
| Mcdonalds Corp.COM | COM | $2.87M | 0.6% |
| Unitedhealth Group Inc.COM | COM | $2.86M | 0.6% |
| PNC Finl Svcs Group Inc.COM | COM | $2.64M | 0.5% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $2.61M | 0.5% |
Vanguard Index FdsTOTAL STK MKT$25.7M
- Class
- TOTAL STK MKT
- Share
- 5.2%
Apple Inc.COM$22.8M
- Class
- COM
- Share
- 4.6%
Vanguard World FDMEGA GRWTH IND$19.7M
- Class
- MEGA GRWTH IND
- Share
- 4.0%
Quanta Svcs Inc.COM$15.1M
- Class
- COM
- Share
- 3.0%
Vanguard Whitehall FdsHIGH DIV YLD$14.7M
- Class
- HIGH DIV YLD
- Share
- 3.0%
TJX Cos Inc. NewCOM$14.1M
- Class
- COM
- Share
- 2.8%
iShares TRSELECT DIVID ETF$13.1M
- Class
- SELECT DIVID ETF
- Share
- 2.6%
Costco Wholesale CorporationCOM$13M
- Class
- COM
- Share
- 2.6%
Invesco Exchange Traded FD TS&P500 EQL WGT$12.4M
- Class
- S&P500 EQL WGT
- Share
- 2.5%
Berkshire Hathaway Inc. DelCL B NEW$12.4M
- Class
- CL B NEW
- Share
- 2.5%
Microsoft Corp.COM$12.3M
- Class
- COM
- Share
- 2.5%
Vanguard Index FdsVALUE ETF$11.7M
- Class
- VALUE ETF
- Share
- 2.3%
Alphabet Inc.CAP STK CL A$11.2M
- Class
- CAP STK CL A
- Share
- 2.3%
Walmart Inc.COM$10M
- Class
- COM
- Share
- 2.0%
Vanguard World FDINF TECH ETF$8.77M
- Class
- INF TECH ETF
- Share
- 1.8%
Amazon Com Inc.COM$8.77M
- Class
- COM
- Share
- 1.8%
Vanguard Specialized FundsDIV APP ETF$7.7M
- Class
- DIV APP ETF
- Share
- 1.5%
Pgim ETF TRPGIM ULTRA SH BD$6.86M
- Class
- PGIM ULTRA SH BD
- Share
- 1.4%
Vanguard Whitehall FdsINTL HIGH ETF$6.74M
- Class
- INTL HIGH ETF
- Share
- 1.4%
Merck & CO Inc.COM$6.65M
- Class
- COM
- Share
- 1.3%
Abbvie Inc.COM$6.45M
- Class
- COM
- Share
- 1.3%
Seagate Technology Hldngs PLORD SHS$6.3M
- Class
- ORD SHS
- Share
- 1.3%
Schwab Strategic TRUS DIVIDEND EQ$6.29M
- Class
- US DIVIDEND EQ
- Share
- 1.3%
JPMORGAN Chase & COCOM$6.05M
- Class
- COM
- Share
- 1.2%
Johnson & JohnsonCOM$5.82M
- Class
- COM
- Share
- 1.2%
Pfizer Inc.COM$5.44M
- Class
- COM
- Share
- 1.1%
Pepsico Inc.COM$5.28M
- Class
- COM
- Share
- 1.1%
iShares TRCORE S&P500 ETF$5.17M
- Class
- CORE S&P500 ETF
- Share
- 1.0%
Vanguard Index FdsGROWTH ETF$5.05M
- Class
- GROWTH ETF
- Share
- 1.0%
Broadcom Inc.COM$4.31M
- Class
- COM
- Share
- 0.9%
Bank OF Amer Corp.COM$4.15M
- Class
- COM
- Share
- 0.8%
Invesco Qqq TRUNIT SER 1$4.06M
- Class
- UNIT SER 1
- Share
- 0.8%
Invesco Exchange Traded FD TWATER RES ETF$3.96M
- Class
- WATER RES ETF
- Share
- 0.8%
Advanced Micro Devices Inc.COM$3.81M
- Class
- COM
- Share
- 0.8%
State Str SPDR S&P 500 ETF TTR UNIT$3.8M
- Class
- TR UNIT
- Share
- 0.8%
First TR Exchange-traded FDWTR ETF$3.62M
- Class
- WTR ETF
- Share
- 0.7%
Vanguard Star FdsVG TL INTL STK F$3.53M
- Class
- VG TL INTL STK F
- Share
- 0.7%
iShares TRMSCI USA QLT FCT$3.28M
- Class
- MSCI USA QLT FCT
- Share
- 0.7%
Visa Inc.COM CL A$3.28M
- Class
- COM CL A
- Share
- 0.7%
Home Depot Inc.COM$3.25M
- Class
- COM
- Share
- 0.7%
Vanguard World FDHEALTH CAR ETF$3.19M
- Class
- HEALTH CAR ETF
- Share
- 0.6%
Exxon Mobil Corp.COM$3.14M
- Class
- COM
- Share
- 0.6%
SPDR Series TrustST STR P500VAL$3.13M
- Class
- ST STR P500VAL
- Share
- 0.6%
First TR Exchange-traded FDFT VEST S&P 500$2.98M
- Class
- FT VEST S&P 500
- Share
- 0.6%
Philip Morris Intl Inc.COM$2.98M
- Class
- COM
- Share
- 0.6%
Chevron CorporationCOM$2.91M
- Class
- COM
- Share
- 0.6%
Mcdonalds Corp.COM$2.87M
- Class
- COM
- Share
- 0.6%
Unitedhealth Group Inc.COM$2.86M
- Class
- COM
- Share
- 0.6%
PNC Finl Svcs Group Inc.COM$2.64M
- Class
- COM
- Share
- 0.5%
SPDR Series TrustST STR PR SP1500$2.61M
- Class
- ST STR PR SP1500
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 198 positions by value, with holdings of the same security combined. The 198 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1616664
- File number
- 028-16254
- Options
- 0 call, 5 put
- In the 25 largest
- 57.2%
- Prior quarter
- $450M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 6
Common questions
What are Raab & Moskowitz Asset Management’s 13F holdings worth?
$497 million across 198 positions for the quarter ended 30 June 2026.
What is Raab & Moskowitz Asset Management’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $25.7 million, or 5.2% of reported 13F value, as of 30 June 2026.
How concentrated is Raab & Moskowitz Asset Management’s 13F portfolio?
The ten largest positions accounted for 32.8% of reported value and the twenty-five largest for 57.2%, across 198 positions as of 30 June 2026.
Does Form 13F show everything Raab & Moskowitz Asset Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Raab & Moskowitz Asset Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.