John W. Brooker & Co., CPAs has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. The firm reported a total investment value of approximately $87.96 million, reflecting its ongoing commitment to asset management and investment advisory services.
This filing is significant not only for John W. Brooker & Co. but also for the broader investment management industry. The disclosure of holdings in major companies such as Apple, Amazon, and Tesla indicates the firm's strategic focus and investment philosophy, which may influence competitors and market trends.
Background
John W. Brooker & Co., CPAs, is a California-based firm specializing in investment management and advisory services. The company operates under the Central Index Key (CIK) number 0001798926. It has been filing various reports with the SEC, including its latest 13F-HR on October 21, 2026, which provides insights into its investment strategies and holdings.
What the Filing Says
The recent filing reveals that John W. Brooker & Co. holds significant investments across various sectors. Notable holdings include:
- Apple Inc. - $974,351
- Amazon.com Inc. - $490,576
- Tesla Inc. - $760,358
- Microsoft Corp. - $837,731
- NVIDIA Corporation - $978,152
These figures indicate a diversified investment approach, with a focus on technology and consumer goods.
Impact
This filing may affect various stakeholders, including clients of John W. Brooker & Co. who rely on the firm’s expertise in investment management. Additionally, competitors in the investment advisory sector will likely analyze these holdings to inform their own investment strategies and client recommendations.
What's Next
The filing does not specify what happens next for John W. Brooker & Co. However, industry analysts will be watching closely for any changes in their investment strategy or future filings that may provide further insights into their operations.
Source: SEC Filing Accession Number 0001798926-26-000005