DOSSIER · 13F-HR · Q2 2026

J.E. Simmons & Co., P.C.

$177M in tracked AUM across 72 positions as of Q2 2026.

JS
CIK 0002111381 · last filed Jun 30, 2026
Total AUM
$177M
as of Q2 2026
Holdings
72
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

J.E. Simmons & Co., P.C. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$36M48K20.4%
02
ELMD
ELECTROMED INC
$20M484K11.5%
03
SPTL
SPDR SERIES TRUST
$13M490K7.2%
04
FNDX
SCHWAB STRATEGIC TR
$13M409K7.2%
05
FNDF
SCHWAB STRATEGIC TR
$12M232K6.9%
06
DYNF
BLACKROCK ETF TRUST
$11M157K6.0%
07
IUSB
ISHARES TR
$7M161K4.2%
08
BAI
BLACKROCK ETF TRUST
$7M134K4.0%
09
QQQ
INVESCO QQQ TR
$6M9K3.6%
10
VWO
VANGUARD INTL EQUITY INDEX F
$6M97K3.3%

Filing history

2026Q2Jun 30
$177M 18.7%
72 positionsView →
2026Q1Mar 31
$150M 3.1%
66 positionsView →
2025Q4Dec 31
$154M
68 positionsView →