Wolfstich Capital

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

  • Top 5 stock holdings are DFAC, DFAX, DFCF, DUHP, DFSU, and represent 83.84% of Wolfstich Capital's stock portfolio.
  • Wolfstich Capital has $49M in assets under management (AUM), dropping by 7.52%.
  • Central Index Key (CIK): 0002047009

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Portfolio Holdings for Wolfstich Capital

Wolfstich Capital holds 13 positions in its portfolio as reported in the September 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) 31.6 $16M 402k 38.57
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Dimensional Etf Trust World Ex Us Core (DFAX) 25.3 $12M 395k 31.38
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Dimensional Etf Trust Core Fixed Incom (DFCF) 15.6 $7.6M 179k 42.76
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Dimensional Etf Trust Us High Profitab (DUHP) 6.4 $3.1M 83k 37.77
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Dimensional Etf Trust Us Sustainabilty (DFSU) 5.0 $2.4M 57k 42.47
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Schwab Strategic Tr Internl Divid (SCHY) 4.1 $2.0M 71k 27.94
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International Business Machines (IBM) 3.7 $1.8M 6.4k 282.16
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Vanguard Specialized Funds Div App Etf (VIG) 2.7 $1.3M 6.2k 215.79
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Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $1.3M 3.9k 328.17
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $493k 18k 27.30
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Vanguard World Esg Us Stk Etf (ESGV) 0.7 $367k 3.1k 118.44
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Wisdomtree Tr Us Largecap Divd (DLN) 0.7 $350k 4.0k 87.03
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $291k 1.2k 241.96
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Past Filings by Wolfstich Capital

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