Coston, McIsaac & Partners - Portfolio overview

Coston, McIsaac & Partners has 612 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES, 6.24%
2. VGUS - VANGUARD ULTRA-SHORT TREASURY ETF, 5.06%
3. VEU - VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES, 4.93%

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

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