13F Insight
DOSSIER · 13F-HR · Q1 2026

John A. Wolfe & Associates, Inc.

John A. Wolfe & Associates's holding co. based in New York, NY — $65M in tracked AUM across 43 positions as of Q1 2026.

JA
John A. Wolfe & Associates·New York, NY·Holding Co.
CIK 0002118722 · last filed Mar 31, 2026
Total AUM
$65M
▲ 16.8%
vs prior
Holdings
43
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

John A. Wolfe & Associates, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SMMU
PIMCO ETF TR SHTRM MUN BD ACT
$18M362K28.1%
02
JEPI
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
$12M207K18.1%
03
VYMI
VANGUARD WHITEHALL FDS INTL HIGH ETF
$5M55K8.0%
04
IJH
ISHARES TR CORE S&P MCP ETF
$4M53K5.5%
05
VGT
VANGUARD WORLD FD INF TECH ETF
$3M4K4.8%
06
IJT
ISHARES TR S&P SML 600 GWT
$3M20K4.5%
07
VO
VANGUARD INDEX FDS MID CAP ETF
$2M6K2.8%
08
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
$2M18K2.7%
09
ACWV
ISHARES INC MSCI GBL ETF NEW
$2M14K2.6%
10
QQQ
INVSC QQQ TRUST SRS 1
$2M3K2.5%

Filing history

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