Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
John W. Brooker & Co., CPAs (CIK 1798926) reported $82.8M across 71 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($8.8M, 10.63%), VUG ($6.1M, 7.35%), PYLD ($4.0M, 4.86%), SCHD ($3.7M, 4.44%), VO ($3.2M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $8.8M | 10.63% | 12,806 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $6.1M | 7.35% | 70,597 | Added |
| 3 | PYLD | PIMCO ETF TR | $4.0M | 4.86% | 151,602 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $3.7M | 4.44% | 115,898 | Added |
| 5 | VO | VANGUARD INDEX FDS | $3.2M | 3.83% | 39,320 | Added |
| 6 | TOTL | SSGA ACTIVE ETF TR | $3.1M | 3.71% | 77,886 | Added |
| 7 | VB | VANGUARD INDEX FDS | $2.6M | 3.12% | 8,528 | Added |
| 8 | IJR | ISHARES TR | $2.2M | 2.64% | 14,731 | Trimmed |
| 9 | JAAA | JANUS DETROIT STR TR | $2.1M | 2.52% | 41,369 | Added |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $2.0M | 2.46% | 40,320 | Trimmed |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.0M | 2.37% | 41,834 | Trimmed |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.9M | 2.35% | 31,618 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $1.9M | 2.28% | 8,670 | Added |
| 14 | RDVI | FIRST TR EXCHANGE-TRADED FD | $1.9M | 2.28% | 64,203 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $1.9M | 2.27% | 11,908 | Added |
| 16 | DYNF | BLACKROCK ETF TRUST | $1.8M | 2.21% | 26,955 | Trimmed |
| 17 | MINT | PIMCO ETF TR | $1.7M | 2.01% | 16,501 | Added |
| 18 | XLK | SELECT SECTOR SPDR TR | $1.5M | 1.76% | 7,651 | Added |
| 19 | BOND | PIMCO ETF TR | $1.4M | 1.73% | 15,566 | Trimmed |
| 20 | SCHM | SCHWAB STRATEGIC TR | $1.4M | 1.63% | 36,643 | Trimmed |
| 21 | SCHG | SCHWAB STRATEGIC TR | $1.3M | 1.58% | 38,596 | Trimmed |
| 22 | IGRO | ISHARES TR | $1.3M | 1.51% | 14,231 | Added |
| 23 | JUCY | ETF SER SOLUTIONS | $1.2M | 1.50% | 56,451 | Added |
| 24 | XHLF | BONDBLOXX ETF TRUST | $1.2M | 1.50% | 24,762 | Added |
| 25 | SPYG | SPDR SERIES TRUST | $1.2M | 1.46% | 10,149 | Added |
Source: SEC Form 13F filings · as of 2026-06-30