StockDriftsStockDriftsTop 50 John W. Brooker & Co., CPAs Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.63% | 12.8K | $8.8M | +60.48%(+4.83K) | $622.22(+14.54%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.35% | 70.6K | $6.1M | +78.38%(+31.02K) | $75.87(+17.54%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 4.86% | 151.6K | $4.0M | +55.19%(+53.92K) | $26.34(-0.58%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.44% | 115.9K | $3.7M | +15.51%(+15.56K) | $24.69(+39.18%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.83% | 39.3K | $3.2M | +42.84%(+11.79K) | $65.15(+29.45%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 3.71% | 77.9K | $3.1M | +6.60%(+4.82K) | $43.23(-10.16%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.12% | 8.5K | $2.6M | +77.41%(+3.72K) | $253.48(+21.69%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.64% | 14.7K | $2.2M | -26.66%(-5.36K) | $89.66(+67.24%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.52% | 41.4K | $2.1M | +79.98%(+18.38K) | $50.54(+0.13%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.46% | 40.3K | $2.0M | -28.73%(-16.25K) | $50.47(+0.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.20% | +26.67% | +3.94% | +21.32% |
| Top 20 Holdings Unweighted | +10.03% | +33.20% | +5.51% | +30.74% |
John W. Brooker & Co., CPAs reports $82.77M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.6%), VUG (7.3%) and PYLD (4.9%). The top 20 holdings account for 66.45% of reported assets. Its disclosed equity book has returned +26.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from John W. Brooker & Co., CPAs’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1798926). View John W. Brooker & Co., CPAs’s 13F filings on SEC