John A. Wolfe & Associates, Inc.

DOSSIER · 13F-HR · Q2 2026

John A. Wolfe & Associates, Inc.

$73M in tracked AUM across 42 positions as of Q2 2026.

JA

CIK 0002118722 · last filed Jun 30, 2026

Total AUM

$73M

as of Q2 2026

Holdings

42

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

John A. Wolfe & Associates, Inc. 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

SMMU

PIMCO ETF TR SHTRM MUN BD ACT

$20M403K28.1%02

JEPI

J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM

$13M234K18.2%03

VYMI

VANGUARD WHITEHALL FDS INTL HIGH ETF

$5M54K7.3%04

VGT

VANGUARD WORLD FD INF TECH ETF

$4M35K5.7%05

IJH

ISHARES TR CORE S&P MCP ETF

$4M53K5.6%06

IJT

ISHARES TR S&P SML 600 GWT

$4M20K4.9%07

QQQ

INVSC QQQ TRUST SRS 1

$2M3K3.0%08

VO

VANGUARD INDEX FDS MID CAP ETF

$2M25K2.8%09

AVUV

AVANTIS US SMALL CAP

$2M14K2.3%10

DFAE

DIMENSIONAL ETF TRUST DFA EMERGING CORE