13F Filings History of Hofer & Associates. Inc

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$188,744,804
Signature - Title
Aryn Sands - Agent
Location
Thousand Oaks, CA
Summary
This page shows a list of all the recent 13F filings made by Hofer & Associates. Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hofer & Associates. Inc reported 66 stock holdings with total value $188,744,804 as of Q4 2025. Top holdings included SPYG, BIL, SPYV, VUG, and AMGN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $188,744,804 +$11,964,402 -$122,744 +$11,841,658 SPYG, BIL, SPYV, VUG, AMGN 13F-HR 15 Jan 2026, 13:06
Q3 2025 60 $174,647,396 +$8,255,362 -$2,206,515 +$6,048,847 SPYG, BIL, SPYV, VUG, STOT 13F-HR 20 Oct 2025, 20:52
Q2 2025 55 $160,276,517 +$14,512,598 -$10,951,020 +$3,561,578 SPYG, BIL, SPYV, VUG, STOT 13F-HR 14 Jul 2025, 20:01
Q1 2025 57 $147,342,910 +$3,253,002 -$1,166,155 +$2,086,847 SPYG, BIL, SPYV, VUG, STOT 13F-HR 22 Apr 2025, 20:20
Q4 2024 60 $148,971,878 +$11,158,631 -$4,403,613 +$6,755,018 SPYG, BIL, SPYV, VUG, STOT 13F-HR 23 Jan 2025, 20:11
Q3 2024 60 $144,950,687 +$13,691,865 -$3,959,558 +$9,732,307 SPYG, BIL, SPYV, VUG, STOT 13F-HR 21 Oct 2024, 12:23
Q2 2024 56 $128,999,308 +$9,592,366 -$258,866 +$9,333,500 SPYG, SPYV, VUG, STOT, BRKB 13F-HR 18 Jul 2024, 14:58
Q1 2024 55 $118,757,377 +$6,266,480 -$2,653,699 +$3,612,781 SPYG, SPYV, VUG, STOT, SCHD 13F-HR 22 Apr 2024, 10:15
Q4 2023 53 $107,745,148 +$1,995,170 -$927,456 +$1,067,714 SPYG, SPYV, VUG, STOT, SPIB 13F-HR 22 Jan 2024, 15:40
Q3 2023 48 $97,494,837 +$768,818 -$4,338,229 -$3,569,411 SPYG, SPYV, VUG, STOT, SPIB 13F-HR 13 Oct 2023, 15:50
Q2 2023 51 $104,146,133 +$7,123,049 -$14,060,637 -$6,937,588 SPYG, SPYV, VUG, STOT, SPIB 13F-HR 14 Jul 2023, 16:19
Q1 2023 52 $96,561,745 $0 -$342,607 -$342,607 BRKA, SPYG, SPYV, STOT, VUG 13F-HR 14 Apr 2023, 13:24
Q4 2022 52 $100,300,410 +$3,135,309 -$1,681,919 +$1,453,390 BRKA, SPYG, SPYV, STOT, VUG 13F-HR 26 Jan 2023, 17:29
Q3 2022 47 $93,007,000 +$2,315,329 -$624,797 +$1,690,532 BRKA, SPYG, SPYV, STOT, VUG 13F-HR 15 Dec 2022, 15:19
Q2 2022 49 $96,076,000 +$1,725,538 -$1,370,442 +$355,096 SPYG, BRKA, SPYV, VUG, STOT 13F-HR 15 Dec 2022, 15:17
Q1 2022 52 $113,603,000 +$7,434,621 -$1,409,526 +$6,025,095 BRKA, SPYG, SPYV, VUG, FBND 13F-HR 15 Dec 2022, 15:14
Q4 2021 50 $110,433,000 $0 $0 $0 SPYG, BRKA, VUG, SPYV, STOT 13F-HR 15 Dec 2022, 15:11