John A. Wolfe & Associates, Inc. - Portfolio overview

John A. Wolfe & Associates, Inc. has 42 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Industrials.

Largest reported holdings by portfolio allocation

1. SMMU - PIMCO ETF TR SHTRM MUN BD ACT, 28.24%
2. JEPI - J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM, 18.16%
3. VYMI - VANGUARD WHITEHALL FDS INTL HIGH ETF, 8.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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