Q2 2026 13F · SEC CIK 1616664

Raab & Moskowitz Asset Management LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $497.2M
Reported positions: 193
Top holdings a year, 3 yrs: +18.5%
Assets under management: $642.9M

Raab & Moskowitz Asset Management LLC is a wealth manager that reported 193 positions worth $497.2M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Vanguard Index Fds (VTI, 5.2%), Apple Inc (AAPL, 4.6%), Vanguard World Fd (MGK, 4.0%). A portfolio copying its top holdings returned 18.5% a year over the last 3 years, against 20.4% for the S&P 500.

Raab & Moskowitz Asset Management LLC holdings largest 50 of 193 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Raab & Moskowitz Asset Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	5.2%	4.8%	69,441	+2.6%	$25.7M
AAPLApple Inc	4.6%	4.5%	78,845	-0.5%	$22.8M
MGKVanguard World Fd	4.0%	3.7%	224,090	+398.9%	$19.7M
PWRQuanta Svcs Inc Com	3.0%	2.6%	21,027	-0.2%	$15.1M
VYMVym	3.0%	2.9%	92,893	+4.8%	$14.7M
TJXTjx Cos Inc New Com	2.8%	3.4%	92,789	-1.7%	$14.1M
DVYiShares Select Dividend ETF Total	2.6%	2.5%	83,948	+13.1%	$13.1M
COSTCostco Whsl Corp New	2.6%	3.1%	13,881	-1.1%	$13.0M
RSPInvesco S&p 500 Equal Weight ETF	2.5%	2.5%	58,196	-0.2%	$12.4M
BRK-BBerkshire Hathaway Inc Del	2.5%	2.6%	24,708	-0.5%	$12.4M
MSFTMicrosoft Corp	2.5%	2.7%	32,910	-0.5%	$12.3M
VTVVanguard Value ETF	2.3%	2.3%	53,586	+0.8%	$11.7M
GOOGLAlphabet Inc	2.3%	2.0%	31,374	-1.7%	$11.2M
WMTWalmart Inc	2.0%	2.5%	88,671	-1.3%	$10.0M
VGTVanguard Info Tech	1.8%	1.4%	73,376	+703.2%	$8.8M
AMZNAmazon Com Inc Com	1.8%	1.7%	36,783	-1.3%	$8.8M
VIGVanguard Dividend Appreciation ETF	1.5%	1.6%	32,547	-0.8%	$7.7M
PULSPgim Ultra Short Bond ETF	1.4%	1.5%	138,435	+4.7%	$6.9M
VYMIVanguard International High Dividend Yie	1.4%	1.4%	68,682	+3.1%	$6.7M
MRKMerck & Co. Inc	1.3%	1.4%	51,773	-1.8%	$6.7M
ABBVAbbvie Inc	1.3%	1.2%	25,628	-0.6%	$6.4M
STXSeagate Technology Hldngs Pl	1.3%	0.6%	6,531	+0.0%	$6.3M
SCHDSchwab Strategic Tr	1.3%	1.0%	198,228	+35.0%	$6.3M
JPMJpmorgan Chase & Co	1.2%	1.2%	18,491	-0.6%	$6.1M
JNJJohnson & Johnson	1.2%	1.3%	22,910	-1.3%	$5.8M
PFEPfizer Inc	1.1%	1.4%	226,116	-2.6%	$5.4M
PEPPepsico Inc	1.1%	1.4%	39,005	-2.4%	$5.3M
IVVIshares Core S&p 500 ETF	1.0%	1.0%	6,899	-3.8%	$5.2M
VUGVanguard Indx Fd	1.0%	0.8%	58,599	+628.4%	$5.0M
AVGOBroadcom Inc	0.9%	0.8%	11,405	-0.2%	$4.3M
BACBank of Amer Corp	0.8%	0.8%	72,754	-1.9%	$4.1M
QQQInvesco Qqq Tr	0.8%	0.7%	5,520	-0.2%	$4.1M
PHOInvesco Exchange Traded Fd T	0.8%	0.9%	57,388	-0.6%	$4.0M
AMDAdvanced Micro Devices Inc	0.8%	—	6,560	—	$3.8M
SPYSpdr S&p 500 ETF Tr	0.8%	0.7%	5,084	-0.3%	$3.8M
FIWFirst Tr Exchange-Traded Fd	0.7%	0.7%	33,010	+2.5%	$3.6M
VXUSVanguard Star Fds Vanguard Total Intl St	0.7%	0.7%	41,274	+0.2%	$3.5M
QUALIshares Msci USA Quality Factor ETF	0.7%	0.5%	14,953	+22.6%	$3.3M
VVisa Inc Com Cl A	0.7%	0.7%	9,564	-1.6%	$3.3M
HDHome Depot Inc Com	0.7%	0.7%	9,201	+0.3%	$3.2M
VHTVanguard Health Care ETF	0.6%	0.6%	10,673	+0.2%	$3.2M
XOMExxon Mobil Corp	0.6%	0.9%	22,958	-4.5%	$3.1M
SPYVSpdr Series Trust	0.6%	0.7%	51,450	-4.5%	$3.1M
KNGFirst Tr Exchange-Traded Fd	0.6%	0.6%	59,020	-0.2%	$3.0M
PMPhilip Morris Intl Inc Com	0.6%	0.6%	16,464	+0.0%	$3.0M
CVXChevron Corp New	0.6%	0.8%	17,545	-0.3%	$2.9M
MCDMcdonalds Corp Com	0.6%	0.7%	10,633	-0.6%	$2.9M
UNHUnitedhealth Group Inc Com	0.6%	—	6,879	—	$2.9M
PNCPnc Finl Svcs Group Inc	0.5%	—	10,731	—	$2.6M
SPTMSpdr Series Trust	0.5%	—	28,696	—	$2.6M

What Raab & Moskowitz Asset Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+703.2% shares
VUG Vanguard Indx Fd+628.4% shares
MGK Vanguard World Fd+398.9% shares
SCHD Schwab Strategic Tr+35.0% shares
QUAL Ishares Msci USA Quality Factor ETF+22.6% shares
DVY iShares Select Dividend ETF Total+13.1% shares

Reduced

No position shrank by more than 5%.

Left the top 50

VZ Verizon Communications Inc Comwas 0.6%
WM Waste Mgmt Inc Delwas 0.6%
VPU Vanguard World Fdwas 0.5%
KO Coca Cola Cowas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.8% /yr; S&P 500 +20.1%
3 years: +18.5% /yr; S&P 500 +20.4%
5 years: +10.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$497.2M	193
Q1 2026	$449.6M	187
Q4 2025	$457.2M	189
Q3 2025	$447.3M	188
Q2 2025	$419.8M	185
Q1 2025	$397.6M	175
Q4 2024	$408.0M	170
Q3 2024	$394.9M	167
Q2 2024	$368.0M	165
Q1 2024	$357.5M	166
Q4 2023	$316.5M	161
Q3 2023	$283.8M	162

Questions about Raab & Moskowitz Asset Management LLC's portfolio

What stocks does Raab & Moskowitz Asset Management LLC own?

Raab & Moskowitz Asset Management LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 193 positions worth $497.2M. The largest are Vanguard Index Fds (VTI) at 5.2%, Apple Inc (AAPL) at 4.6%, Vanguard World Fd (MGK) at 4.0%, Quanta Svcs Inc Com (PWR) at 3.0% and Vym (VYM) at 3.0%.

What did Raab & Moskowitz Asset Management LLC buy last quarter?

In Q2 2026, Raab & Moskowitz Asset Management LLC added Vanguard Info Tech (VGT) (+703.2% shares), Vanguard Indx Fd (VUG) (+628.4% shares) and Vanguard World Fd (MGK) (+398.9% shares), compared with its Q1 2026 filing.

What did Raab & Moskowitz Asset Management LLC sell last quarter?

In Q2 2026, Raab & Moskowitz Asset Management LLC cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Waste Mgmt Inc Del (WM), cut from its top 50 Vanguard World Fd (VPU) and cut from its top 50 Coca Cola Co (KO), compared with its Q1 2026 filing.

How has Raab & Moskowitz Asset Management LLC's portfolio performed?

A portfolio copying Raab & Moskowitz Asset Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.8% against +20.1%. Over 5 years: +10.7% a year against +11.6%.

When is Raab & Moskowitz Asset Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Raab & Moskowitz Asset Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Raab & Moskowitz Asset Management LLC manage?

Raab & Moskowitz Asset Management LLC reported $642.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $497.2M.