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John W Brooker & Co Cpas - Q2 2026 13F Filings

JO

John W. Brooker & Co., Cpas

CIK: 0001798926
Address: California Oakland 7677 Oakport Street Suite 300
$82.77 M
Portfolio Value
71
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$5.51 M
2. VOO Vanguard S&P 500 Etf
+$3.31 M
3. VO Vanguard Mid-Cap Etf
+$2.61 M
4. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$1.43 M
5. VB Vanguard Small-Cap Etf
+$1.13 M

Top Sells

Q2 2026
1. JPST Jpmorgan Ultra-Short Income Etf
−$821,766.37
2. IJR Ishares Core S&P Small Cap Etf
−$794,181.65
3. JCPB Jpmorgan Core Plus Bond Etf
−$767,942.33
4. BOND Pimco Active Bond Exchange-Traded Fund
−$583,770.99
5. SCHM Schwab Us Mid-Cap Etf
−$464,566.67

Asset Allocation

Stocks/ETFs
+30.43%
$82.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

John W Brooker & Co Cpas Q2 2026 Filing Summary

John W. Brooker & Co., Cpas filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 82.77 M reflecting a +30.43% change from the prior quarter, spanning 71 assets. The top 10 holdings comprised 45.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for John W Brooker & Co Cpas’s Q2 2026 Filing

John W Brooker & Co Cpas submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, John W Brooker & Co Cpas reported a managed portfolio value of 82.77 M, consisting of 71 individual positions.

This page displays the raw filing documents. To see which stocks John W Brooker & Co Cpas bought or sold during Q2 2026, please visit John W Brooker & Co Cpas's Portfolio Analysis page.