John A. Wolfe & Associates, Inc.
Net buyer this quarter
$72.6M
6
+$700K
33.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SMMU | $20.4M | 28.06% | Not reported | +11.4% | Q4 2025 |
 QQQ | $2.19M | 3.02% | Not reported | +4.9% | Q4 2025 |
 VYM | $1.41M | 1.94% | Not reported | -51.2% | Q4 2025 |
 GLD | $319K | 0.44% | 0.00% | Not reported | Q4 2025 |
 WPM | $151K | 0.21% | 0.00% | Not reported | Q4 2025 |
 EMXC | $130K | 0.18% | Not reported | -6.8% | Q1 2026 |
| Q1 2026 | |||||
| SMMU | $18.3M | 28.07% | Not reported | -25.6% | Q4 2025 |
| VYM | $1.74M | 2.67% | Not reported | +100.2% | Q4 2025 |
| QQQ | $1.64M | 2.51% | Not reported | -5.2% | Q4 2025 |
| GLD | $373K | 0.57% | 0.00% | -3.7% | Q4 2025 |
| WPM | $176K | 0.27% | 0.00% | -37.1% | Q4 2025 |
| EMXC | $107K | 0.16% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| SMMU | $24.6M | 13.26% | Not reported | New | Q4 2025 |
| QQQ | $1.84M | 0.99% | Not reported | New | Q4 2025 |
| VYM | $1.31M | 0.71% | Not reported | New | Q4 2025 |
| GLD | $356K | 0.19% | 0.00% | New | Q4 2025 |
| WPM | $251K | 0.14% | 0.00% | New | Q4 2025 |