John W. Brooker & Co., CPAs

All 13F Filings

Location
Oakland, CA
Most recent 13F
Q3 2026
Holdings value ($000)
87,956
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/21/2026 74 87,956 13F-HR John W. Brooker & Co., CPAs
Q2 2026 7/20/2026 71 82,767 13F-HR John W. Brooker & Co., CPAs
Q1 2026 4/13/2026 66 63,457 13F-HR John W. Brooker & Co., CPAs
Q4 2025 1/13/2026 57 55,858 13F-HR John W. Brooker & Co., CPAs
Q3 2025 10/16/2025 48 49,231 13F-HR John W. Brooker & Co., CPAs
Q2 2025 7/16/2025 36 42,675 13F-HR John W. Brooker & Co., CPAs
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 11.21 K 12.7% 1.471 K 0 1.471 K
ETFs 76.74 K 87.3% 3.717 K 0 3.717 K
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Fund Snapshot

Q3 2026
Latest filed
10/21/2026
Total value ($000)
87,956
Holdings
74
QoQ value change ($000)
5,189 (6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.