VAUGHAN & Co SECURITIES, INC. - Portfolio overview

VAUGHAN & Co SECURITIES, INC. has 58 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Healthcare.

Largest reported holdings by portfolio allocation

1. HDV - ISHARES TR, 12.87%
2. GSLC - GOLDMAN SACHS ETF TR, 12.14%
3. IWF - ISHARES TR, 11.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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