Yoffe Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Yoffe Investment Management, LLC held in its portfolio 113 assets valued at $78,329,542 (i.e. $78.33M).
The most valuable assets in the portfolio included: VANGUARD SMALL CAP ETF ($3.70M), IBM CORP ($3.48M), and VANGUARD TOTAL STOCK MARKET ETF ($2.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Yoffe Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SMALL CAP ETF | 14338 | 3698500 | UIE |
| IBM CORP | 11731 | 3474846 | COM |
| VANGUARD TOTAL STOCK MARKET ETF | 8078 | 2708467 | UIE |
| WALMART INC | 18687 | 2081949 | COM |
| MICROSOFT CORP | 4200 | 2031135 | COM |
| JPMORGAN CHASE & CO | 5565 | 1793069 | COM |
| APPLE INC | 6212 | 1688863 | COM |
| VANGUARD MID CAP ETF | 5345 | 1551093 | UIE |
| CATERPILLAR INC | 2637 | 1510766 | COM |
| HONEYWELL INTL INC | 7667 | 1495842 | COM |
| PROCTER & GAMBLE CO | 10042 | 1439123 | COM |
| VANGUARD EXTENDED MARKETETF | 6633 | 1387067 | UIE |
| GOLDMAN SACHS GROUP INC | 1396 | 1227040 | COM |
| BANK NEW YORK MELLON COR | 10200 | 1184118 | COM |
| TRAVELERS COS INC | 3987 | 1156402 | COM |
| CSX CORP | 31770 | 1151663 | COM |
| VANGUARD EMERGING MARKT GOVT BND ETF | 17007 | 1146804 | UIE |
| GE AEROSPACE | 3685 | 1135091 | COM |
| ISHARES LATIN AMERICA 40ETF | 37168 | 1131754 | UIE |
| AMERICAN EXPRESS CO | 2800 | 1035915 | COM |
| JPMORGAN BETABUILDERS CANADA ETF | 10676 | 992899 | UIE |
| VISA INC CLASS CLASS A | 2697 | 945759 | COM |
| CISCO SYS INC | 11959 | 921169 | COM |
| SCHWAB INTERNATNAL SMALLCAP EQY ETF | 19444 | 885303 | UIE |
| SPDR S&P CHINA ETF | 9136 | 884456 | UIE |
| VANGUARD S&P 500 ETF | 1366 | 856909 | UIE |
| FRANKLIN FTSE ASIA EX JAPAN ETF | 27437 | 812965 | UIE |
| ISHARES JPMORGAN USD MTSBOND ETF | 8262 | 795468 | UIE |
| PHILIP MORRIS INTL INC | 4900 | 785960 | COM |
| JPMORGAN BETABUILDERS EUROPE ETF | 10642 | 780080 | UIE |
| JOHNSON & JOHNSON | 3748 | 775641 | COM |
| VANGUARD FTSE EUROPE ETF | 9270 | 775082 | UIE |
| MERCK & CO. INC. | 7341 | 772688 | COM |
| HOME DEPOT INC | 2225 | 765482 | COM |
| MCDONALDS CORP | 2485 | 759568 | COM |
| SCHWAB US SMALL CAP ETF | 26537 | 755766 | UIE |
| VGRD FTSE ALL WRLD EX USSML CAP ETF | 5212 | 747036 | UIE |
| UNITEDHEALTH GROUP INC | 2058 | 679207 | COM |
| ISHARES CORE MSCI PACIFIC ETF | 9276 | 679110 | UIE |
| GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 13657 | 669739 | ADR |
| INTEL CORP | 17378 | 641230 | COM |
| VANGUARD FTSE PACIFIC ETF | 7008 | 633487 | UIE |
| SIMON PPTY GROUP INC NEWREIT | 3383 | 626227 | RET |
| VANECK AFRICA INDEX ETF | 23410 | 626218 | UIE |
| BERKSHIRE HATHAWAY CLASS CLASS B | 1241 | 623789 | COM |
| VANGUARD GLBAL EX US REAL ESTATE ETF | 13372 | 612992 | UIE |
| VERIZON COMMUNICATIONS I | 14804 | 602959 | COM |
| GE VERNOVA INC | 921 | 601938 | COM |
| FRANKLIN FTSE CANADA ETF | 12330 | 595557 | UIE |
| THE COCA-COLA CO | 8426 | 589036 | COM |
| ISHARES MSCI EMERGING MARKETS AS ETF | 5991 | 563274 | UIE |
| UNION PAC CORP | 2400 | 555168 | COM |
| BOEING CO | 2526 | 548445 | COM |
| STATE SRT SPDR PRTFL HGHYLD BND ETF | 22686 | 536979 | UIE |
| ISHARES CORE MSCI EMERGING ETF | 7800 | 524291 | UIE |
| 3M CO | 3252 | 520651 | COM |
| ISHARES MSCI JAPAN SMALLCAP ETF | 5630 | 516879 | UIE |
| SPDR S&P EMERGING ASIA PACIFIC ETF | 3707 | 514424 | UIE |
| ISHARES CHINA LARGE CAP ETF | 13219 | 506142 | UIE |
| AFLAC INC | 4496 | 495774 | COM |
| DISNEY WALT CO | 4347 | 494572 | COM |
| EXXON MOBIL CORP | 4019 | 483659 | COM |
| ST STRT SPDR BLMBG HGH YLD BND ETF | 4905 | 476802 | UIE |
| AMGEN INC | 1406 | 460038 | COM |
| SCHWAB US LARGE CAP GROWTH ETF | 13824 | 450939 | UIE |
| CHEVRON CORP NEW | 2927 | 446030 | COM |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 7089 | 442850 | UIE |
| SCHWAB EMERGING MARKETS EQUITY ETF | 13228 | 433208 | UIE |
| RTX CORP | 2327 | 426840 | COM |
| ISHARES JP MRGN EM HIGH YLD BD ETF | 10513 | 424390 | UIE |
| ISHARES MSCI PACIFIC EX JAPAN ETF | 8163 | 411987 | UIE |
| FRANKLIN FTSE LATIN AMERICA ETF | 16698 | 402251 | UIE |
| INVESCO INDIA ETF | 16402 | 398736 | UIE |
| FRANKLIN FTSE JAPAN ETF | 11410 | 393075 | UIE |
| CITIGROUP INC | 3334 | 389044 | COM |
| ELME COMMUNITIES REIT REIT | 21736 | 378208 | RET |
| ISHARES MSCI INDIA INDEXETF | 6656 | 359757 | UIE |
| JPMORGAN BETABUILDERS JAPAN ETF | 5423 | 357430 | UIE |
| PROLOGIS INC REIT | 2795 | 356810 | RET |
| PPL CORP | 10100 | 353702 | COM |
| FRANKLIN FTSE INDIA ETF | 8764 | 338203 | UIE |
| VANECK EMERGING MRK HGH YLD BND ETF | 16930 | 336728 | UIE |
| ISHARES MSCI ALL COUNT ASA EX JP ETF | 3592 | 334487 | UIE |
| ISHARES MSCI JAPAN ETF | 4083 | 329661 | UIE |
| ESSEX PPTY TR INC REIT | 1255 | 328278 | RET |
| ISHARES MSCI CHINA ETF | 5149 | 309300 | UIE |
| BANK OF AMERICA CORP | 5573 | 306515 | COM |
| SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 6841 | 303809 | UIE |
| VANGUARD FTSE EMERGING MARKETS ETF | 5529 | 297239 | UIE |
| ISHARES EUROPE ETF | 4327 | 296832 | UIE |
| ISHARES MSCI EAFE ETF | 3068 | 294620 | UIE |
| ISHARES CORE MSCI EUROPEETF | 4148 | 294425 | UIE |
| ALTRIA GROUP INC | 4900 | 282534 | COM |
| MARSH & MCLENNAN COS INC | 1500 | 278280 | COM |
| NIKE INC CLASS B | 4363 | 277995 | COM |
| INTERNTNL PAPER CO | 7020 | 276518 | COM |
| FIRST CTZNS BANCSHARES ICLASS CLASS A | 128 | 274711 | COM |
| ISHARES MSCI EAFE GROWTHETF | 2358 | 268623 | UIE |
| ISHARES MSCI CANADA ETF | 4869 | 262585 | UIE |
| SALESFORCE INC | 937 | 248088 | COM |
| VANGUARD MORTGAGE BACKEDSEC ETF | 5051 | 237801 | UIE |
| CONSTELLATION ENERGY COR | 666 | 235278 | COM |
| ISHARES MBS ETF | 2458 | 234051 | UIE |
| ABBVIE INC | 1018 | 232603 | COM |
| AT&T INC | 9350 | 232252 | COM |
| MARRIOTT INTL INC NEW CLASS CLASS A | 740 | 229578 | COM |
| KIMCO RLTY CORP REIT | 10914 | 221233 | RET |
| BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | 6363 | 220987 | ADR |
| VANGUARD TOTAL INTERNATIONAL BND ETF | 4328 | 209129 | UIE |
| UMH PPTYS INC REIT | 11612 | 184739 | RET |
| HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 17073 | 172608 | ADR |
| FORD MTR CO DEL | 10234 | 134270 | COM |
| WALGREENS BOOTS ALLIANCE | 10931 | 0 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.