John W. Brooker & Co., CPAs
All 13F Filings
- Location
- Oakland, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 63,457
- 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 |
|---|---|---|---|---|---|
| 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 | 6.836 K | 10.8% | 0 | 19.43 K | -19.43 K |
| ETFs | 56.62 K | 89.2% | 27.04 K | 0 | 27.04 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
63,457
Holdings
66
QoQ value change ($000)
7,599
(13.6%)
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.