John A. Wolfe & Associates, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Portage, MI
CIK
0002118722
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
43
65,114
SMMU, JEPI, VYMI, IJH
13F-HR
5/4/2026
000211872226000004
Q4 2025
32
185,184
JPST, VCSH, SMMU, JEPI
13F-HR
3/16/2026
000211872226000002