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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, DFCF, DUSB, and represent 83.69% of Wolfstich Capital's stock portfolio.
Added to shares of these 9 stocks: DFCF (+$14M), DFUV (+$6.1M), DFSD, DUSB, SCHF, DFAX, DUHP, DFGR, DFIV.
Started 5 new stock positions in SCHF, DFUV, DFIV, DFGR, DFCF.
Reduced shares in these 10 stocks: SGVT, FEGE, SCHY, IBMO, IBMP, DFLV, IBMQ, AWR, , .
Sold out of its positions in ABBV, MO, AWR, AUB, ADP, BDX, CNQ, CVX, CLX, KO.
Wolfstich Capital was a net buyer of stock by $6.3M.
Wolfstich Capital has $130M in assets under management (AUM), dropping by 13.33%.
Central Index Key (CIK): 0002047009

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Portfolio Holdings for Wolfstich Capital

Wolfstich Capital holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	23.9	$31M		700k	44.25	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	21.7	$28M	+3%	764k	36.69	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	18.9	$24M	+24%	512k	47.75	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	10.9	$14M	NEW	334k	42.19	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	8.4	$11M	+53%	214k	50.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.7	$6.1M	NEW	111k	54.85	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	2.2	$2.8M	+18%	68k	41.59	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.4	$1.8M		38k	46.93	View chart
International Business Machines (IBM)	1.3	$1.7M		5.8k	289.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$1.6M	NEW	51k	32.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.4M	-28%	43k	32.39	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	1.1	$1.4M	-20%	87k	16.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$1.3M		5.6k	238.62	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.9	$1.2M	-52%	31k	39.71	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$393k	NEW	13k	29.34	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$372k	NEW	6.8k	54.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$358k		1.2k	297.58	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$340k	-6%	3.5k	97.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$293k	-20%	2.2k	131.90	View chart

Past Filings by Wolfstich Capital

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

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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