Free Trial

Wolfstich Capital, LLC Top Holdings and 13F Report (2025)

About Wolfstich Capital, LLC

Investment Activity

  • Wolfstich Capital, LLC has $49.01 million in total holdings as of September 30, 2025.
  • Wolfstich Capital, LLC owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • This quarter, Wolfstich Capital, LLC has purchased 13 new stocks and bought additional shares in 0 stocks.
  • Wolfstich Capital, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Sector Allocation Over Time

Map of 500 Largest Holdings ofWolfstich Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$15,485,9320.0%401,50231.6%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$12,381,1670.0%394,55625.3%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$7,640,9550.0%178,69415.6%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$3,144,3900.0%83,2516.4%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$2,431,5770.0%57,2545.0%ETF
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$1,989,8030.0%71,2174.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,808,9280.0%6,4113.7%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,334,8770.0%6,1862.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,287,0830.0%3,9222.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$492,7920.0%18,0511.0%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$366,8090.0%3,0970.7%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$350,2090.0%4,0240.7%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$291,0780.0%1,2030.6%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data