Wolfstich Capital

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

  • Top 5 stock holdings are DFAC, DFAX, DFSD, DFSU, IBDS, and represent 66.74% of Wolfstich Capital's stock portfolio.
  • Added to shares of these 1 stock: KO.
  • Started 1 new stock position in KO.
  • Reduced shares in these 1 stock: DFVX.
  • Sold out of its position in DFVX.
  • Wolfstich Capital was a net seller of stock by $-35k.
  • Wolfstich Capital has $111M in assets under management (AUM), dropping by -1.91%.
  • Central Index Key (CIK): 0002047009

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Portfolio Holdings for Wolfstich Capital

Wolfstich Capital holds 23 positions in its portfolio as reported in the March 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) 24.0 $27M 806k 32.99
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Dimensional Etf Trust World Ex Us Core (DFAX) 14.8 $16M 626k 26.20
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Dimensional Etf Trust Short Duration F (DFSD) 12.1 $13M 281k 47.52
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Dimensional Etf Trust Us Sustainabilty (DFSU) 9.0 $9.9M 278k 35.81
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Ishares Tr Ibonds 27 Etf (IBDS) 6.9 $7.6M 324k 23.37
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Ishares Tr Ibonds Dec2026 (IBDR) 6.2 $6.9M 300k 22.94
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 6.2 $6.9M 294k 23.37
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Ishares Tr Ibds Dec28 Etf (IBDT) 4.3 $4.7M 187k 25.26
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Dimensional Etf Trust Us High Profitab (DUHP) 3.9 $4.3M 131k 33.14
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $3.5M 92k 38.44
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $2.1M 42k 50.73
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International Business Machines (IBM) 1.5 $1.7M 6.9k 244.00
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Schwab Strategic Tr Internl Divid (SCHY) 1.1 $1.2M 81k 14.43
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.9 $960k 23k 42.06
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $897k 3.3k 274.84
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $878k 4.5k 193.99
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $718k 26k 27.96
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Ishares Tr Core Div Grwth (DGRO) 0.6 $630k 10k 61.78
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Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $319k 4.0k 79.37
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Vanguard World Esg Us Stk Etf (ESGV) 0.3 $303k 3.1k 97.95
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Dimensional Etf Trust International (DFSI) 0.3 $298k 7.6k 39.36
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $262k 1.3k 199.49
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Coca-Cola Company (KO) 0.2 $211k NEW 3.0k 71.62
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Past Filings by Wolfstich Capital

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