John A. Wolfe & Associates, Inc.
John A. Wolfe & Associates, Inc. reported 42 positions worth $72.6M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SMMU (28.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SMMU | SH | $20.4M | 28.06% | 403,445 | — | — | |
| ▸ 2 | JEPI | SH | $13.2M | 18.21% | 234,023 | — | — | |
| ▸ 3 | VYMI | SH | $5.3M | 7.30% | 53,958 | — | — | |
| ▸ 4 | VGT | SH | $4.2M | 5.73% | 34,815 | — | — | |
| ▸ 5 | IJH | SH | $4.1M | 5.63% | 52,987 | — | — | |
| ▸ 6 | IJT | SH | $3.5M | 4.86% | 19,744 | — | — | |
| ▸ 7 | QQQ | SH | $2.2M | 3.02% | 2,973 | — | — | |
| ▸ 8 | VO | SH | $2.0M | 2.79% | 25,182 | — | — | |
| ▸ 9 | AVUV | SH | $1.7M | 2.33% | 13,549 | — | — | |
| ▸ 10 | DFAE | SH | $1.7M | 2.28% | 41,190 | — | — |
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Frequently Asked Questions
What stocks does John A. Wolfe & Associates, Inc. hold as of Q2 2026?
John A. Wolfe & Associates, Inc. reported 42 positions worth $72.6M in its Q2 2026 13F filing. Largest positions: SMMU (28.1%), JEPI (18.2%), VYMI (7.3%), VGT (5.7%) and IJH (5.6%).
What did John A. Wolfe & Associates, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did John A. Wolfe & Associates, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.