Raab & Moskowitz Asset Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 21, 2026), Raab & Moskowitz Asset Management LLC reported 186 stock positions worth $449.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.8% of the portfolio, followed by Apple (AAPL, 4.5%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 3.7%). Compared with Q4 2025, it opened 2 new positions, sold out of 4, added to 49 and reduced 113. The biggest buy was Vanguard Int High DVD YLD (VYMI, shares +144%) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001616664
- Portfolio Value
- $449.3M (Q1 2026)
- SEC Filing
- 0001172661-26-002433 ↗ filed May 21, 2026
Holdings Value
Holdings 186 stocks · $449.3M
| VTI VG Morningstar TS MKT ETF-US | 4.83% | 67,699 | $21.7M | Add +1.7% |
| AAPL Apple Inc. | 4.47% | 79,208 | $20.1M | Reduce -3.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.67% | 44,914 | $16.5M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.35% | 94,361 | $15.1M | Reduce -5.2% |
| COST Costco Wholesale Corp. | 3.11% | 14,039 | $14.0M | Reduce -0.5% |
| VYM Vanguard High DVD Yield ETF | 2.92% | 88,643 | $13.1M | Add +9.4% |
| MSFT Microsoft Corp. | 2.73% | 33,072 | $12.2M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.65% | 24,826 | $11.9M | Reduce -1.0% |
| PWR Quanta Services Inc. | 2.58% | 21,075 | $11.6M | Reduce -5.0% |
| DVY iShares Select Dividend ETF | 2.50% | 74,238 | $11.2M | Add +13.6% |
| RSP Invesco S&P 500 Equal Weight | 2.49% | 58,331 | $11.2M | Reduce -0.7% |
| WMT Walmart Inc. | 2.49% | 89,846 | $11.2M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.32% | 53,140 | $10.4M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.04% | 31,914 | $9.2M | Reduce -6.9% |
| AMZN Amazon.com Inc. | 1.73% | 37,251 | $7.8M | Reduce -6.1% |
| VIG Vanguard Dividend Apprec ETF | 1.57% | 32,811 | $7.1M | Reduce -4.2% |
| PULS Pgim Ultra Short Bond ETF | 1.46% | 132,183 | $6.5M | Add +29.1% |
| PFE Pfizer Inc. | 1.45% | 232,244 | $6.5M | Reduce -3.6% |
| VGT Vanguard Info Tech ETF | 1.42% | 9,135 | $6.4M | Reduce -3.3% |
| MRK Merck & Co. Inc. | 1.41% | 52,718 | $6.3M | Add +0.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.40% | 66,613 | $6.3M | Add +144.3% |
| PEP Pepsico Inc. | 1.38% | 39,959 | $6.2M | Reduce -3.0% |
| JNJ Johnson & Johnson | 1.26% | 23,202 | $5.7M | Reduce -3.5% |
| ABBV Abbvie Inc. | 1.25% | 25,782 | $5.6M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 1.22% | 18,606 | $5.5M | Add +5.1% |
| IVV iShares Core S&P 500 ETF | 1.04% | 7,172 | $4.7M | Reduce -4.4% |
| SCHD Schwab US DVD Equity ETF | 1.00% | 146,815 | $4.5M | Add +45.4% |
| XOM Exxon Mobil Corp. | 0.91% | 24,031 | $4.1M | Reduce -0.6% |
| PHO Invesco Water Resources ETF | 0.86% | 57,755 | $3.9M | Reduce -2.0% |
| CVX Chevron Corp. | 0.81% | 17,598 | $3.6M | Add +1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.80% | 74,146 | $3.6M | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.79% | 11,425 | $3.5M | Reduce -6.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.78% | 8,045 | $3.5M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.74% | 10,701 | $3.3M | Add +0.2% |
| FIW First Trust Water ETF | 0.74% | 32,216 | $3.3M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 5,099 | $3.3M | Reduce -4.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 5,529 | $3.2M | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 0.71% | 41,204 | $3.2M | Add +37.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.68% | 53,893 | $3.0M | Reduce -0.9% |
| HD Home Depot Inc. | 0.67% | 9,177 | $3.0M | Reduce -1.1% |
| V Visa Inc. Class A | 0.65% | 9,718 | $2.9M | Reduce -0.6% |
| VHT Vanguard Health Care ETF | 0.65% | 10,655 | $2.9M | Reduce -1.7% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.64% | 59,162 | $2.9M | Add +6.3% |
| VZ Verizon Communications Inc. | 0.63% | 56,595 | $2.8M | Reduce -6.0% |
| WM Waste Management Inc. | 0.62% | 12,031 | $2.8M | Add +2.5% |
| PM Philip Morris International | 0.61% | 16,464 | $2.7M | Add +0.3% |
| STX Seagate Technology Holdings | 0.57% | 6,531 | $2.6M | Reduce -1.8% |
| VPU Vanguard Utilities ETF | 0.55% | 12,364 | $2.4M | Reduce -4.7% |
| KO The Coca-Cola Co. | 0.54% | 31,857 | $2.4M | Reduce -1.6% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 12,199 | $2.3M | Reduce -1.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.52% | 29,536 | $2.3M | Reduce -2.5% |
| PNC PNC Financial Services Group | 0.52% | 11,156 | $2.3M | Reduce -3.7% |
| PG The Procter & Gamble Co. | 0.49% | 15,353 | $2.2M | Add +12.8% |
| HON Honeywell International Inc. | 0.48% | 9,449 | $2.1M | Reduce -4.0% |
| AXP American Express Co. | 0.46% | 6,779 | $2.1M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.46% | 3,424 | $2.0M | Reduce -4.5% |
| VFH Vanguard Financials ETF | 0.44% | 16,467 | $2.0M | Reduce -1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.44% | 20,296 | $2.0M | Reduce -1.7% |
| BA The Boeing Co. | 0.44% | 9,886 | $2.0M | Reduce -6.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.44% | 25,567 | $2.0M | Reduce -1.8% |
| LNG Cheniere Energy Inc. | 0.43% | 6,885 | $2.0M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.42% | 6,949 | $1.9M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.39% | 4,147 | $1.8M | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 0.38% | 29,877 | $1.7M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.38% | 1,850 | $1.7M | Reduce -26.9% |
| FTGC First Trust Global Tactical | 0.38% | 58,679 | $1.7M | Reduce -1.1% |
| MAR Marriott International Class A | 0.36% | 4,929 | $1.6M | Reduce -42.7% |
| ABT Abbott Laboratories | 0.35% | 15,536 | $1.6M | Reduce -0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.34% | 3,295 | $1.5M | Reduce -0.7% |
| IQLT iShares MSCI International Q | 0.34% | 32,885 | $1.5M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.33% | 5,243 | $1.5M | Reduce -2.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.31% | 15,737 | $1.4M | Reduce -6.7% |
| AMD Advanced Micro Devices | 0.30% | 6,729 | $1.4M | Reduce -24.8% |
| PAAA Pgim Aaa Clo ETF | 0.30% | 26,078 | $1.3M | Add +0.0% |
| RTX RTX Corp. | 0.29% | 6,840 | $1.3M | Reduce -1.1% |
| ITA iShares U.S. Aerospace & Def | 0.29% | 6,015 | $1.3M | Reduce -8.5% |
| LMBS First Trust Low Duration Opp | 0.29% | 26,364 | $1.3M | Add +1.9% |
| XLK SS Technology Select Sector | 0.27% | 9,182 | $1.2M | Reduce -3.9% |
| NEE Nextera Energy Inc. | 0.27% | 13,086 | $1.2M | Reduce -0.2% |
| VIK Viking Holdings Ltd. | 0.26% | 15,912 | $1.2M | Reduce -3.9% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 7,933 | $1.2M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,358 | $1.1M | Reduce -4.0% |
| CAT Caterpillar Inc. | 0.25% | 1,587 | $1.1M | Reduce -4.5% |
| ADSK Autodesk Inc. | 0.24% | 4,578 | $1.1M | No change |
| AMLP Alerian MLP ETF | 0.24% | 20,211 | $1.1M | Add +25.2% |
| RDVI FT Vest Rising Dividend Achi | 0.23% | 41,025 | $1.0M | Add +10.7% |
| VDE Vanguard Energy ETF | 0.23% | 6,044 | $1.0M | Add +18.2% |
| NFLX Netflix Inc. | 0.23% | 10,590 | $1.0M | No change |
| BMY Bristol-Myers Squibb Co. | 0.22% | 16,565 | $1.0M | Reduce -13.5% |
| LYV Live Nation Entertainment Inc. | 0.22% | 6,447 | $983K | Reduce -42.7% |
| CRM Salesforce Inc. | 0.21% | 5,130 | $958K | Reduce -22.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 10,108 | $937K | Add +1.7% |
| CSX CSX Corp. | 0.21% | 22,607 | $928K | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.20% | 1,472 | $890K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 9,228 | $889K | Reduce -22.8% |
| DGRO iShares Core Dividend Growth | 0.19% | 12,344 | $866K | Reduce -0.2% |
| MO Altria Group Inc. | 0.19% | 13,058 | $862K | Reduce -3.3% |
| LHX L3HARRIS Technologies Inc. | 0.19% | 2,483 | $857K | No change |
| NVDA Nvidia Corp. | 0.19% | 4,893 | $853K | Add +17.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.19% | 18,665 | $850K | Reduce -0.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $376K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 5,803 | $376K | Reduce -15.4% |
Total filed on the 13F, all lines: $449.6M.
Portfolio Sells Q4 2025 → Q1 2026
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.4% | 3.67% | −0.53 |
| AAPL Apple Inc. | Reduce -3.9% | 4.47% | −0.43 |
| IGV iShares Expanded Tech-Softwa | Reduce -58.6% | 0.15% | −0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -6.9% | 2.04% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -6.1% | 1.73% | −0.28 |
| MAR Marriott International Class A | Reduce -42.7% | 0.36% | −0.23 |
| LLY Eli Lilly & Co. | Reduce -26.9% | 0.38% | −0.22 |
| BAC Bank of America Corp. | Reduce -12.1% | 0.80% | −0.21 |
| EWJ iShares MSCI Japan ETF | Reduce -64.1% | 0.12% | −0.20 |
| CRM Salesforce Inc. | Reduce -22.8% | 0.21% | −0.17 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -63.8% | 0.12% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -73.2% | 0.06% | −0.14 |
| VGT Vanguard Info Tech ETF | Reduce -3.3% | 1.42% | −0.14 |
| AVGO Broadcom Inc. | Reduce -6.2% | 0.79% | −0.14 |
| LYV Live Nation Entertainment Inc. | Reduce -42.7% | 0.22% | −0.13 |
| MS Morgan Stanley | Reduce -39.8% | 0.16% | −0.12 |
| AMD Advanced Micro Devices | Reduce -24.8% | 0.30% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 2.65% | −0.11 |
| INDA iShares MSCI India ETF | Reduce -57.4% | 0.06% | −0.10 |
| DIS The Walt Disney Co. | Reduce -22.8% | 0.20% | −0.10 |
| V Visa Inc. Class A | Reduce -0.6% | 0.65% | −0.10 |
| EUFN iShares MSCI Europe Financia | Sold out | 0.00% | −0.10 |
| AXP American Express Co. | Reduce -0.3% | 0.46% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -0.5% | 0.42% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 0.78% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 1.04% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.2% | 1.57% | −0.08 |
| ABT Abbott Laboratories | Reduce -0.4% | 0.35% | −0.07 |
| ABBV Abbvie Inc. | Reduce -2.3% | 1.25% | −0.07 |
| BA The Boeing Co. | Reduce -6.2% | 0.44% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.9% | 0.74% | −0.06 |
| EWW iShares MSCI Mexico ETF | Reduce -60.1% | 0.05% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.05 |
| PHO Invesco Water Resources ETF | Reduce -2.0% | 0.86% | −0.05 |
| FIW First Trust Water ETF | Reduce -2.5% | 0.74% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.05 |
| VFH Vanguard Financials ETF | Reduce -1.5% | 0.44% | −0.05 |
| NKE Nike Inc. Class B | Reduce -7.8% | 0.16% | −0.05 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 0.39% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.7% | 0.44% | −0.04 |
| VHT Vanguard Health Care ETF | Reduce -1.7% | 0.65% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -4.5% | 0.46% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -2.9% | 0.33% | −0.04 |
| GIND Goldman Sachs India Eqty ETF | Reduce -13.3% | 0.10% | −0.03 |
| XLF SS Financial Select Sector | Reduce -18.7% | 0.10% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -3.0% | 0.09% | −0.03 |
| XLK SS Technology Select Sector | Reduce -3.9% | 0.27% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -22.2% | 0.05% | −0.03 |
| MET Metlife Inc. | Reduce -4.9% | 0.18% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VYMI Vanguard Int High DVD YLD Inc. | Add +144.3% | 1.40% | +0.86 |
| DVY iShares Select Dividend ETF | Add +13.6% | 2.50% | +0.48 |
| SCHD Schwab US DVD Equity ETF | Add +45.4% | 1.00% | +0.40 |
| VYM Vanguard High DVD Yield ETF | Add +9.4% | 2.92% | +0.38 |
| PULS Pgim Ultra Short Bond ETF | Add +29.1% | 1.46% | +0.34 |
| CVX Chevron Corp. | Add +1.3% | 0.81% | +0.23 |
| VXUS Vanguard Total Intl Stock | Add +37.2% | 0.71% | +0.21 |
| MRK Merck & Co. Inc. | Add +0.8% | 1.41% | +0.21 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 2.32% | +0.11 |
| VDE Vanguard Energy ETF | Add +18.2% | 0.23% | +0.09 |
| IBTG iShares Ibonds Dec 2026 Term | Add +80.0% | 0.17% | +0.08 |
| AMLP Alerian MLP ETF | Add +25.2% | 0.24% | +0.07 |
| PG The Procter & Gamble Co. | Add +12.8% | 0.49% | +0.07 |
| DUK Duke Energy Corp. | Add +53.4% | 0.12% | +0.05 |
| WM Waste Management Inc. | Add +2.5% | 0.62% | +0.05 |
| IBTH iShares Ibonds Dec 2027 Term | Add +69.3% | 0.12% | +0.05 |
| MPC Marathon Petroleum Corp. | New | 0.05% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +4.6% | 0.38% | +0.05 |
| FCX Freeport-McMoran Inc. | New | 0.05% | +0.05 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +6.3% | 0.64% | +0.04 |
| LMT Lockheed Martin Corp. | Add +0.1% | 0.20% | +0.04 |
| PM Philip Morris International | Add +0.3% | 0.61% | +0.03 |
| MCD McDonald's Corp. | Add +0.2% | 0.74% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +35.7% | 0.09% | +0.02 |
| IQLT iShares MSCI International Q | Add +3.0% | 0.34% | +0.02 |
| RDVI FT Vest Rising Dividend Achi | Add +10.7% | 0.23% | +0.02 |
| NVDA Nvidia Corp. | Add +17.5% | 0.19% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +11.6% | 0.16% | +0.02 |
| ED Consolidated Edison Inc. | Add +1.6% | 0.12% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +36.0% | 0.07% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 0.26% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +12.4% | 0.07% | +0.01 |
| LMBS First Trust Low Duration Opp | Add +1.9% | 0.29% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +5.4% | 0.14% | +0.01 |
| RSPT Invesco S&P 500 Equal Weight | Add +12.2% | 0.06% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +2.0% | 0.17% | +0.01 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Add +7.0% | 0.10% | +0.01 |
| EUAD Select Stoxx Eur Aer DE ETF | Add +6.1% | 0.15% | +0.01 |
| PEG Public Service Enterprise GP | Add +1.2% | 0.16% | +0.01 |
| RAVI NT Ultrashrt Fi ETF | Add +2.4% | 0.14% | +0.01 |
| PAAA Pgim Aaa Clo ETF | Add +0.0% | 0.30% | +0.00 |
| LGLV SPDR US LC Low Vol Idx | Add +0.3% | 0.13% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.7% | 0.21% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +2.7% | 0.05% | +0.00 |
| SNY Sanofi-ADR | Add +1.4% | 0.10% | +0.00 |
| GE General Electric | Add +0.1% | 0.08% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.12% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.3% | 0.71% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 1.22% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.7% | 4.83% | −0.05 |
Notes & Other Activity Q4 2025 → Q1 2026
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -15.4% | 5,803 | $376K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 192 | $496.8M | VTI, AAPL, MGK, PWR, VYM |
| Q1 2026 | 186 | $449.3M | VTI, AAPL, MGK, TJX, COST |
| Q4 2025 | 188 | $456.8M | AAPL, VTI, MGK, MSFT, TJX |
| Q3 2025 | 187 | $446.8M | VTI, AAPL, MGK, MSFT, TJX |
| Q2 2025 | 184 | $419.3M | VTI, MGK, AAPL, MSFT, COST |
| Q1 2025 | 174 | $396.8M | VTI, AAPL, MGK, BRK.B, COST |
| Q4 2024 | 169 | $407.4M | AAPL, VTI, MGK, MSFT, COST |
| Q3 2024 | 167 | $394.9M | AAPL, VTI, MGK, MSFT, COST |
| Q2 2024 | 165 | $368.0M | AAPL, VTI, MGK, MSFT, COST |
| Q1 2024 | 166 | $357.5M | VTI, AAPL, MGK, MSFT, BRK.B |