Yoffe Investment Management, LLC

Q3 2025 13F Holdings

  • Location
    lemoyne, PA
  • Num holdings

    114

  • Value ($000)

    $76,864

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0002056336
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VB
VB

VANGUARD SMALL CAP ETF

UIE
922908751
$3.65M
5 %

14,337

IBM
IBM

IBM CORP

COM
459200101
$3.31M
4 %

11,731

VTI
VTI

VANGUARD TOTAL STOCK MARKET ETF

UIE
922908769
$2.65M
3 %

8,078

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$2.18M
3 %

4,200

WMT
WMT

WALMART INC

COM
931142103
$1.93M
3 %

18,687

JPM
JPM

JPMORGAN CHASE & CO

COM
46625H100
$1.75M
2 %

5,560

HON
HON

HONEYWELL INTL INC

COM
438516106
$1.61M
2 %

7,667

AAPL
AAPL

APPLE INC

COM
037833100
$1.58M
2 %

6,212

VO
VO

VANGUARD MID CAP ETF

UIE
922908629
$1.57M
2 %

5,345

PG
PG

PROCTER & GAMBLE CO

COM
742718109
$1.54M
2 %

10,042

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