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Wolfstich Capital

Latest statistics and disclosures from Wolfstich Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, DFSD, DUSB, DFLV, and represent 83.63% of Wolfstich Capital's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$22M), DFAC (+$13M), DFAX (+$13M), DUSB (+$7.3M), DFLV (+$6.2M), DFGP, SCHK, DFIV, SCHB, SGVT.
Started 8 new stock positions in DFGP, SGVT, DFIV, DFLV, SCHK, DUSB, DFSD, SCHB.
Reduced shares in these 7 stocks: DFCF (-$7.6M), IBM, VIG, DFSU, SCHD, DUHP, ESGV.
Sold out of its positions in DFCF, IBM, SCHD, VIG.
Wolfstich Capital was a net buyer of stock by $58M.
Wolfstich Capital has $109M in assets under management (AUM), dropping by 121.45%.
Central Index Key (CIK): 0002047009

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Portfolio Holdings for Wolfstich Capital

Wolfstich Capital holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	26.9	$29M	+83%	738k	39.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	24.0	$26M	+101%	796k	32.73	View chart
Dimensional Etf Trust Short Duration F (DFSD)	20.2	$22M	NEW	458k	47.95	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	6.7	$7.3M	NEW	143k	50.65	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	5.7	$6.2M	NEW	182k	34.21	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	4.3	$4.7M	NEW	87k	54.07	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.5	$2.7M	-15%	70k	38.03	View chart
Schwab Strategic Tr Internl Divid (SCHY)	2.0	$2.1M		71k	29.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.6	$1.7M	-31%	39k	43.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$1.6M	+20%	4.7k	335.27	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	1.5	$1.6M	NEW	109k	14.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$1.2M	NEW	23k	49.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$890k	NEW	32k	27.43	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$375k	+5%	4.3k	88.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$350k	-6%	2.9k	120.96	View chart
Schwab Strategic Tr Government Money (SGVT)	0.3	$316k	NEW	316k	1.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$296k		1.2k	246.16	View chart

Past Filings by Wolfstich Capital

SEC 13F filings are viewable for Wolfstich Capital going back to 2024

Wolfstich Capital 2025 Q4 filed Jan. 14, 2026
Wolfstich Capital 2025 Q3 filed Oct. 15, 2025
Wolfstich Capital 2025 Q2 filed July 11, 2025
Wolfstich Capital 2025 Q1 restated filed June 2, 2025
Wolfstich Capital 2025 Q1 restated filed May 14, 2025
Wolfstich Capital 2025 Q1 filed May 5, 2025
Wolfstich Capital 2024 Q4 filed Feb. 6, 2025

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