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John A. Wolfe & Associates, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    portage, MI
  • CIK
    0002118722
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

43

$65.12M
SMMU, JEPI, VYMI, IJH
13F-HR
May 5, 2026
000211872226000004

32

$185.19M
JPST, VCSH, SMMU, JEPI
13F-HR
Mar 17, 2026
000211872226000002