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Wolfstich Capital

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

Top 5 stock holdings are IWM, Dimensional Etf Trust, DFAX, DFSD, DUSB, and represent 79.79% of Wolfstich Capital's stock portfolio.
Added to shares of these 9 stocks: IWM (+$24M), MCVT, DCOR, VTI, VIG, DUHP, DXUV, VGUS, SCHD.
Started 6 new stock positions in DCOR, DXUV, DUHP, MCVT, VTI, VGUS.
Reduced shares in these 10 stocks: DFCF (-$14M), DFSD (-$7.0M), Dimensional Etf Trust (-$7.0M), DFAX (-$5.0M), Dimensional Etf Trust, DFUV, DUSB, SCHF, DFGR, DFLV.
Sold out of its positions in DFGR, DFIV, Dimensional Etf Trust, DFCF.
Wolfstich Capital was a net seller of stock by $-6.2M.
Wolfstich Capital has $123M in assets under management (AUM), dropping by -4.88%.
Central Index Key (CIK): 0002047009

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Positions held by Wolfstich Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wolfstich Capital

Wolfstich Capital holds 21 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Russell 2000 Etf (IWM)	19.7	$24M	+44992%	543k	44.64	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	19.7	$24M	-22%	543k	44.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	19.0	$23M	-17%	629k	37.27	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	13.6	$17M	-29%	360k	46.45	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	7.9	$9.7M	-10%	192k	50.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.9	$3.6M	-41%	65k	55.35	View chart
Miller Invt Tr Conv Tot Ret Etf (MCVT)	2.9	$3.5M	NEW	130k	27.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$2.8M	+115%	12k	235.02	View chart
Dfa Invt Dimensions Group In U.s. Core Eqty 1 (DCOR)	1.7	$2.1M	NEW	37k	55.57	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.5	$1.8M		38k	47.36	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.4	$1.8M	NEW	4.7k	375.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$1.6M	-22%	40k	41.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$1.5M	+8%	47k	32.85	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	1.1	$1.4M	NEW	45k	30.18	View chart
International Business Machines (IBM)	1.0	$1.2M		5.6k	219.99	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	1.0	$1.2M	-12%	76k	16.44	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.7	$875k	-29%	22k	40.42	View chart
Dfa Invt Dimensions Group In U.s. Vector Eqt (DXUV)	0.4	$505k	NEW	15k	34.71	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$343k		3.5k	97.82	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$301k		2.2k	135.68	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	0.2	$265k	NEW	5.3k	49.55	View chart

Past Filings by Wolfstich Capital

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

Wolfstich Capital 2026 Q3 filed Oct. 14, 2026
Wolfstich Capital 2026 Q2 filed July 24, 2026
Wolfstich Capital 2026 Q1 filed April 21, 2026
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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