Yoffe Investment Management, LLC

DOSSIER · 13F-HR · Q2 2026

Yoffe Investment Management, LLC

$87M in tracked AUM across 113 positions as of Q2 2026.

YI

CIK 0002056336 · last filed Jun 30, 2026

Total AUM

$87M

as of Q2 2026

Holdings

113

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Yoffe Investment Management, LLC 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

VB

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

$4M14K5.0%02

IBM

IBM CORP

$3M12K3.8%03

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

$3M8K3.4%04

CAT

CATERPILLAR INC

$3M3K3.2%05

INTC

INTEL CORP

$2M17K2.8%06

WMT

WALMART INC

$2M19K2.4%07

JPM

JPMORGAN CHASE & CO

$2M6K2.1%08

AAPL

APPLE INC

$2M6K2.1%09

VO

VANGUARD MID-CAP INDEX FUND ETF SHARES

$2M21K2.0%10

VXF

VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES