John A. Wolfe & Associates, Inc. - Portfolio Stock Holdings
John A. Wolfe & Associates, Inc. disclosed 47 stock positions in a recent SEC 13F filing. $77,249,289 of stock holdings were filed, with the largest holdings including SMMU, JEPI, and VYMI. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $560,663,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
47Est. Stock Holding Value:
$77,249,289Top Stock Holdings By Sector
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Portfolio Stock Holdings - John A. Wolfe & Associates, Inc.
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