Q2 2026 13F · SEC CIK 2056336

Yoffe Investment Management, LLC

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $87.4M
Reported positions: 113
Holdings vs S&P 500, 3 yrs: —
Assets under management: $174.9M

Yoffe Investment Management, LLC is a wealth manager that reported 113 positions worth $87.4M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Vanguard Indx Fd (VB, 5.0%), International Business Machs (IBM, 3.8%), Vanguard Index Fds (VTI, 3.4%).

Yoffe Investment Management, LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Yoffe Investment Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VBVanguard Indx Fd	5.0%	4.8%	14,338	+0.0%	$4.3M
IBMInternational Business Machs	3.8%	3.6%	11,731	+0.0%	$3.3M
VTIVanguard Index Fds	3.4%	3.3%	8,078	+0.0%	$3.0M
CATCaterpillar Inc Com	3.2%	2.4%	2,637	+0.0%	$2.8M
INTCIntel Corp	2.8%	1.0%	17,378	+0.0%	$2.4M
WMTWalmart Inc	2.4%	3.0%	18,687	+0.0%	$2.1M
JPMJpmorgan Chase & Co	2.1%	2.1%	5,574	+0.1%	$1.8M
AAPLApple Inc	2.1%	2.0%	6,212	+0.0%	$1.8M
VOVanguard Index Fds	2.0%	2.0%	21,378	+300.0%	$1.7M
VXFVanguard Index Fds	1.9%	1.7%	6,633	+0.0%	$1.6M
MSFTMicrosoft Corp	1.8%	2.0%	4,200	+0.0%	$1.6M
CSXCsx Corp Com	1.7%	1.7%	31,770	+0.0%	$1.5M
BNYBank of New York Mellon Corp	1.7%	1.6%	10,200	+0.0%	$1.5M
PGProcter & Gamble Co Com	1.7%	1.9%	10,042	+0.0%	$1.5M
GSGoldman Sachs Group Inc	1.6%	1.5%	1,396	+0.0%	$1.4M
CSCOCisco Sys Inc	1.6%	1.2%	11,959	+0.0%	$1.4M
GEGe Aerospace	1.6%	1.3%	3,685	+0.0%	$1.4M
TRVTravelers Companies Inc	1.5%	1.5%	3,987	+0.0%	$1.3M
ILFIshares Tr	1.4%	1.7%	37,245	+0.1%	$1.3M
VWOBVanguard Whitehall Fds	1.3%	1.4%	17,044	+0.1%	$1.1M
GEVGe Vernova Inc	1.2%	1.0%	921	+0.0%	$1.1M
BBCAJPMorgan BetaBuilders Canada ET	1.2%	1.3%	10,540	+0.0%	$1.0M
FLAXFranklin Templeton ETF Tr	1.2%	1.1%	27,437	+0.0%	$1.0M
SCHASchwab U.s. Small-Cap ETF	1.1%	1.0%	26,537	+0.0%	$959K
JNJJohnson & Johnson	1.1%	1.2%	3,748	+0.0%	$952K
AXPAmerican Express Co Com	1.1%	1.1%	2,800	+0.0%	$947K
MRKMerck & Co. Inc	1.1%	1.1%	7,341	+0.0%	$943K
VOOVanguard S&p 500 ETF	1.1%	1.0%	1,366	+0.0%	$938K
SCHCSchwab Strategic Tr	1.1%	1.2%	19,452	+0.0%	$936K
VVisa Inc Com Cl A	1.1%	1.0%	2,697	+0.0%	$925K
PMPhilip Morris Intl Inc Com	1.0%	1.0%	4,900	+0.0%	$886K
HONHoneywell International Inc.	1.0%	—	3,833	—	$858K
UNHUnitedhealth Group Inc Com	1.0%	—	2,058	—	$855K
HONAHoneywell Aerospace Inc.	1.0%	—	3,833	—	$847K
BBEUJ P Morgan Exchange Traded F	0.9%	1.0%	10,642	+0.0%	$828K
VGKVanguard Intl Equity Index F	0.9%	1.0%	9,270	+0.0%	$821K
VPLVanguard Ftse Pacific ETF	0.9%	0.9%	7,008	+0.0%	$811K
VSSVanguard Intl Equity Index F	0.9%	1.0%	5,212	+0.0%	$804K
EMBIshares Tr	0.9%	1.0%	8,285	+0.2%	$799K
GXCSpdr Index Shs Fds	0.9%	1.1%	9,142	+0.1%	$791K
HDHome Depot Inc Com	0.9%	0.9%	2,225	+0.0%	$785K
IPACIshares Core Msci	0.9%	0.9%	9,295	+0.2%	$762K
SPGSimon Property Group Inc	0.9%	0.8%	3,383	+0.0%	$757K
GSKGsk PLC	0.8%	1.0%	13,657	+0.0%	$716K
EEMAIshares Inc	0.8%	—	5,991	—	$701K
KOCoca Cola Co	0.8%	0.8%	8,426	+0.0%	$685K
MCDMcdonalds Corp Com	0.8%	1.0%	2,485	+0.0%	$672K
UNPUnion Pac Corp	0.7%	—	2,400	—	$653K
IEMGIshares	0.7%	—	7,800	—	$646K
FLCAFranklin Ftse Canada ETF	0.7%	0.8%	12,330	+0.0%	$635K

What Yoffe Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+300.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

HON Honeywell Intl Incwas 2.2%
VZ Verizon Communications Inc Comwas 1.0%
XOM Exxon Mobil Corpwas 0.9%
CVX Chevron Corp Newwas 0.8%
AFK Vaneck ETF Trustwas 0.8%
BRK-B Berkshire Hathaway Inc Delwas 0.8%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$87.4M	113
Q1 2026	$78.1M	111
Q4 2025	$78.3M	112
Q3 2025	$76.9M	113
Q2 2025	$73.1M	114
Q1 2025	$68.1M	112
Q4 2024	$67.3M	114

Questions about Yoffe Investment Management, LLC's portfolio

What stocks does Yoffe Investment Management, LLC own?

Yoffe Investment Management, LLC's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 113 positions worth $87.4M. The largest are Vanguard Indx Fd (VB) at 5.0%, International Business Machs (IBM) at 3.8%, Vanguard Index Fds (VTI) at 3.4%, Caterpillar Inc Com (CAT) at 3.2% and Intel Corp (INTC) at 2.8%.

What did Yoffe Investment Management, LLC buy last quarter?

In Q2 2026, Yoffe Investment Management, LLC added Vanguard Index Fds (VO) (+300.0% shares), compared with its Q1 2026 filing.

What did Yoffe Investment Management, LLC sell last quarter?

In Q2 2026, Yoffe Investment Management, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Chevron Corp New (CVX) and cut from its top 50 Vaneck ETF Trust (AFK), compared with its Q1 2026 filing.

When is Yoffe Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Yoffe Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Yoffe Investment Management, LLC manage?

Yoffe Investment Management, LLC reported $174.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $87.4M.