13F Filings History of John A. Wolfe & Associates, Inc.

Latest 13F report
Q4 2025 - 17 Mar 2026
Value $
$177,982,354
Signature - Title
Beth Dickinson - Chief Compliance Officer
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by John A. Wolfe & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. John A. Wolfe & Associates, Inc. reported 32 stock holdings with total value $177,982,354 as of Q4 2025. Top holdings included JPST, VCSH, SMMU, JEPI, and DUSB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 32 $177,982,354 $0 $0 $0 JPST, VCSH, SMMU, JEPI, DUSB 13F-HR 16 Mar 2026, 18:55