Vaughan & CO Securities, Inc. Portfolio Holdings

Vaughan & CO Securities, Inc.

  • $184 Million
  • Q3 2025

Vaughan & CO Securities, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $184 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 $24.7M, Goldman Sachs ETF Tr Activebet with a value of $23.8M, Ishares Russell 2000 Gwt ETF with a value of $23.4M, Ishares Core High Dividend ETF with a value of $21.3M, and Ishares Morningstar Small Cap with a value of $19.4M.

Examining the 13F form we can see an increase of $13M in the current position value, from $171M to 184M.

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

Portfolio value $184 Million
ETFs: $164 Million
Financial Services: $3.21 Million
Technology: $2.73 Million
Energy: $2.6 Million
Utilities: $2.59 Million
Healthcare: $2.53 Million
Communication Services: $1.68 Million
Industrials: $1.62 Million
Other: $3.42 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $184 Million
  • Prior Value $171 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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