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Manager record

John A. Wolfe & Associates, Inc.

Portage, MI · CIK 2118722 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$72.60MReported 13F valueQ2 2026 · as filed
42Holdings listed
+11.5%vs prior quartervalue change includes market moves
3Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $185.2M$185.2MQ4 202532 holdingsQ1 2026: $65.1M$65.1MQ1 202643 holdingsQ2 2026: $72.6M$72.6MQ2 202642 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 30 2026 13F-HR · period Q2 2026

$72.60M · 42 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$65.11M · 43 holdings listed · View original SEC filing ↗
Mar 17 2026 13F-HR · period Q4 2025

$185.18M · 32 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 30, 2026 · Change methodology