Yoffe Investment Management, LLC ETF holdings
Lemoyne, PA
Reported $38.3M in 53 ETFs in its Form 13F for June 30, 2026.
ETF value
$38.3M
ETFs held
53
Change from prior quarter
+9.0%
With price moves
ETFs as a share of its 13F
43.8%
of $87.4M
Top 10 of 53 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | $4.3M | 14,338 | No change |
| VTI | Vanguard Morningstar Total Stock Market ETF | $3.0M | 8,078 | No change |
| VO | Vanguard Morningstar Mid-Cap ETF | $1.7M | 21,378 | +16,033 shares |
| VXF | Vanguard Extended Market ETF | $1.6M | 6,633 | No change |
| ILF | iShares Latin America 40 ETF | $1.3M | 37,245 | +52 shares |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $1.1M | 17,044 | +22 shares |
| BBCA | JPMorgan BetaBuilders Canada ETF | $1.0M | 10,540 | No change |
| FLAX | Franklin FTSE Asia ex Japan ETF | $1.0M | 27,437 | No change |
| SCHA | Schwab U.S. Small-Cap ETF | $959K | 26,537 | No change |
| VOO | Vanguard S&P 500 ETF | $938K | 1,366 | No change |
43 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056336. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Yoffe Investment Management, LLC own?
Yoffe Investment Management, LLC reported 53 ETF positions worth $38.3M in its Form 13F for June 30, 2026. The largest was VB, at $4.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.