Wolfstich Capital, LLC Top Holdings and 13F Report (2025) About Wolfstich Capital, LLCInvestment ActivityWolfstich Capital, LLC has $45.58 million in total holdings as of June 30, 2025.Wolfstich Capital, LLC owns shares of 13 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 15.64% of the portfolio was purchased this quarter.About 171.87% of the portfolio was sold this quarter.This quarter, Wolfstich Capital, LLC has purchased 23 new stocks and bought additional shares in 3 stocks.Wolfstich Capital, LLC sold shares of 8 stocks and completely divested from 10 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $14,389,832Dimensional World ex U.S. Core Equity 2 ETF $11,588,110Dimensional Core Fixed Income ETF $7,551,608Dimensional US High Profitability ETF $2,960,406Dimensional US Sustainability Core 1 ETF $2,247,219 Largest Purchases this Quarter Dimensional Core Fixed Income ETF 155,879 shares (about $6.59M)Vanguard Dividend Appreciation ETF 1,658 shares (about $339.34K)Vanguard Total Stock Market ETF 660 shares (about $200.59K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 403,971 shares (about $14.48M)Dimensional US Sustainability Core 1 ETF 220,448 shares (about $8.65M)Dimensional World ex U.S. Core Equity 2 ETF 231,424 shares (about $6.80M)Dimensional US High Profitability ETF 47,302 shares (about $1.68M)Schwab US Dividend Equity ETF 7,641 shares (about $202.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWolfstich Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$14,389,832$14,478,321 ▼-50.2%401,50231.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$11,588,110$6,796,923 ▼-37.0%394,55625.4%ETFDFCFDimensional Core Fixed Income ETF$7,551,608$6,587,446 ▲683.2%178,69416.6%ETFDUHPDimensional US High Profitability ETF$2,960,406$1,682,059 ▼-36.2%83,2516.5%ETFDFSUDimensional US Sustainability Core 1 ETF$2,247,219$8,652,582 ▼-79.4%57,2544.9%ETFIBMInternational Business Machines$1,889,835$158,592 ▼-7.7%6,4114.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,266,089$339,343 ▲36.6%6,1862.8%ETFVTIVanguard Total Stock Market ETF$1,192,013$200,594 ▲20.2%3,9222.6%ETFSCHYSchwab International Dividend Equity ETF$1,083,211$153,560 ▼-12.4%71,2172.4%ETFSCHDSchwab US Dividend Equity ETF$478,352$202,487 ▼-29.7%18,0511.0%ETFESGVVanguard ESG U.S. Stock ETF$339,5550.0%3,0970.7%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$330,5310.0%4,0240.7%FinanceIWMiShares Russell 2000 ETF$259,595$23,737 ▼-8.4%1,2030.6%FinanceDFSDDimensional Short-Duration Fixed Income ETF$0$13,337,724 ▼-100.0%00.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$0$7,580,597 ▼-100.0%00.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$0$6,881,014 ▼-100.0%00.0%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$0$6,874,987 ▼-100.0%00.0%ManufacturingIBDTiShares iBonds Dec 2028 Term Corporate ETF$0$4,713,945 ▼-100.0%00.0%ETFDFAUDimensional US Core Equity Market ETF$0$3,528,139 ▼-100.0%00.0%ETFDIMENSIONAL ETF TRUST$0$2,126,348 ▼-100.0%00.0%ULTRASHORT FIXEDDGROiShares Core Dividend Growth ETF$0$629,662 ▼-100.0%00.0%ETFDFSIDimensional International Sustainability Core 1 ETF$0$298,231 ▼-100.0%00.0%ETFKOCocaCola$0$211,422 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
