BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

John W. Brooker & Co., CPAs

· CIK 0001798926
13F Portfolio $83M AUM 71 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 41 Added 17 Reduced 2 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 664.0 $496K 0.60% $746.75 +2.5%
42 MSFT MICROSOFT CORP Technology 1,312.0 $490K 0.59% +99.0 +8.2% $373.11 +30.7%
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,022.0 $488K 0.59% +112.0 +12.3% $477.57 -12.9%
44 DVYE ISHARES INC 14,424.0 $465K 0.56% +6K +64.1% $32.23 +9.5%
45 SCHB SCHWAB STRATEGIC TR 15,301.0 $443K 0.54% $28.96 +2.2%
46 RECS COLUMBIA ETF TR I 10,203.0 $442K 0.53% +2K +21.3% $43.28 +4.3%
47 IJH ISHARES TR 5,603.0 $432K 0.52% +725.0 +14.9% $77.11 -1.3%
48 IEI ISHARES TR 3,578.0 $420K 0.51% +654.0 +22.4% $117.45 -0.6%
49 TLT ISHARES TR 4,842.0 $418K 0.51% +2K +96.3% $86.42 -3.9%
50 GOOGL ALPHABET INC Communication Services 1,121.0 $401K 0.48% NEW $357.37 -2.6%
51 PAUG INNOVATOR ETFS TRUST 8,065.0 $368K 0.45% -6K -43.4% $45.64 +2.1%
52 JNK SPDR SERIES TRUST 3,347.0 $323K 0.39% +72.0 +2.2% $96.37 -0.3%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 344.0 $322K 0.39% -44.0 -11.3% $936.30 +3.2%
54 MCD MCDONALDS CORP Consumer Cyclical 1,190.0 $322K 0.39% $270.31 +0.3%
55 SFLR INNOVATOR ETFS TRUST 8,203.0 $316K 0.38% -3K -27.6% $38.58 +0.9%
56 SHYG ISHARES TR 7,252.0 $308K 0.37% +136.0 +1.9% $42.41 -0.3%
57 AVUV AMERICAN CENTY ETF TR 2,434.0 $304K 0.37% +312.0 +14.7% $124.76 +0.4%
58 AMZN AMAZON COM INC Consumer Cyclical 1,213.0 $289K 0.35% -512.0 -29.7% $238.34 +9.9%
59 VEA VANGUARD TAX-MANAGED FDS 4,058.0 $289K 0.35% +599.0 +17.3% $71.24 +3.2%
60 IDMO INVESCO EXCH TRADED FD TR II 4,763.0 $287K 0.35% +923.0 +24.0% $60.29 +4.4%
Page 3 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.1%
Consumer Cyclical 27.0%
Financial Services 8.9%
Communication Services 7.2%
Consumer Defensive 5.8%