Vaughan & CO Securities, Inc. Portfolio Holdings

Vaughan & CO Securities, Inc.

  • $187 Million
  • Q4 2025

Vaughan & CO Securities, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $187 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $24.8M, Goldman Sachs ETF Tr Activebet with a value of $24.3M, Ishares Russell 2000 Gwt ETF with a value of $23M, Ishares Core High Dividend ETF with a value of $22.7M, and Ishares Morningstar Small Cap with a value of $19.8M.

Examining the 13F form we can see an increase of $2.33M in the current position value, from $184M to 187M.

Below you can find more details about Vaughan & CO Securities, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $187 Million
ETFs: $167 Million
Technology: $3 Million
Financial Services: $2.99 Million
Utilities: $2.53 Million
Energy: $2.51 Million
Healthcare: $2.5 Million
Industrials: $1.68 Million
Communication Services: $1.62 Million
Other: $2.89 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $187 Million
  • Prior Value $184 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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