Wolfstich Capital, LLC Top Holdings and 13F Report (2026) About Wolfstich Capital, LLCInvestment ActivityWolfstich Capital, LLC has $114.29 million in total holdings as of March 31, 2026.Wolfstich Capital, LLC owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.10% of the portfolio was purchased this quarter.About 16.11% of the portfolio was sold this quarter.This quarter, Wolfstich Capital, LLC has purchased 17 new stocks and bought additional shares in 1 stock.Wolfstich Capital, LLC sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $27,224,211Dimensional World ex U.S. Core Equity 2 ETF $24,407,243Dimensional Short-Duration Fixed Income ETF $19,554,647DIMENSIONAL ETF TRUST $7,054,820SCHWAB STRATEGIC TR $2,471,981 Largest New Holdings this Quarter 75526L886 - RBB FUND TRUST $2,284,713 Holding46435U259 - iShares iBonds Dec 2026 Term Muni Bond ETF $2,020,370 Holding808524797 - Schwab US Dividend Equity ETF $1,831,391 Holding46435U283 - iShares iBonds Dec 2027 Term Muni Bond ETF $1,671,567 Holding459200101 - International Business Machines $1,390,760 Holding Largest Purchases this Quarter RBB FUND TRUST 28,325 shares (about $2.28M)SCHWAB STRATEGIC TR 2,156,080 shares (about $2.16M)iShares iBonds Dec 2026 Term Muni Bond ETF 83,383 shares (about $2.02M)Schwab US Dividend Equity ETF 60,085 shares (about $1.83M)iShares iBonds Dec 2027 Term Muni Bond ETF 69,073 shares (about $1.67M) Largest Sales this Quarter Dimensional US Large Cap Value ETF 117,505 shares (about $4.12M)Dimensional Short-Duration Fixed Income ETF 48,515 shares (about $2.32M)Dimensional World ex U.S. Core Equity 2 ETF 55,394 shares (about $1.83M)Dimensional U.S. Core Equity 2 ETF 27,380 shares (about $1.05M)Dimensional US High Profitability ETF 12,710 shares (about $455.40K) 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$27,224,211$1,048,297 ▼-3.7%711,05723.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$24,407,243$1,825,786 ▼-7.0%740,51121.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$19,554,647$2,315,621 ▼-10.6%409,69317.1%ETFDIMENSIONAL ETF TRUST$7,054,820$213,016 ▼-2.9%139,2316.2%ULTRASHORT FIXEDSCHWAB STRATEGIC TR$2,471,981$2,156,080 ▲682.5%2,471,9812.2%GOVERNMENT MONEYRBB FUND TRUST$2,284,713$2,284,713 ▲New Holding28,3252.0%FIRST EAGLE GBLDFLVDimensional US Large Cap Value ETF$2,273,851$4,119,725 ▼-64.4%64,8562.0%ETFSCHYSchwab International Dividend Equity ETF$2,212,0000.0%71,2171.9%ETFDUHPDimensional US High Profitability ETF$2,067,678$455,399 ▼-18.0%57,7081.8%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2,020,370$2,020,370 ▲New Holding83,3831.8%ETFSCHDSchwab US Dividend Equity ETF$1,831,391$1,831,391 ▲New Holding60,0851.6%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,671,567$1,671,567 ▲New Holding69,0731.5%ETFDFSUDimensional US Sustainability Core 1 ETF$1,528,928$27,611 ▼-1.8%38,3191.3%ETFSCHKSchwab 1000 Index ETF$1,468,4550.0%108,4531.3%ETFIBMInternational Business Machines$1,390,760$1,390,760 ▲New Holding5,8621.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,175,917$1,175,917 ▲New Holding5,5811.0%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$929,116$929,116 ▲New Holding36,7530.8%ETFAWRAmerican States Water$888,571$888,571 ▲New Holding11,5820.8%UtilitiesTROWT. Rowe Price Group$753,372$753,372 ▲New Holding8,4620.7%FinanceABBVAbbVie$703,722$703,722 ▲New Holding3,3020.6%MedicalVZVerizon Communications$700,025$700,025 ▲New Holding13,9170.6%Computer and TechnologyDIMENSIONAL ETF TRUST$653,618$653,618 ▲New Holding56,5900.6%EMERGING MRKTETSMDLZMondelez International$632,828$632,828 ▲New Holding10,8640.6%Consumer StaplesDIMENSIONAL ETF TRUST$617,528$617,528 ▲New Holding16,0810.5%WORLD EQUITY ETFCVXChevron$557,539$557,539 ▲New Holding2,6460.5%EnergyPGProcter & Gamble$532,135$532,135 ▲New Holding3,6770.5%Consumer StaplesJNJJohnson & Johnson$512,381$512,381 ▲New Holding2,1130.4%MedicalACNAccenture$452,785$452,785 ▲New Holding2,2920.4%Computer and TechnologyCNQCanadian Natural Resources$449,415$449,415 ▲New Holding9,1030.4%EnergyOKEONEOK$446,673$446,673 ▲New Holding4,8050.4%EnergyPEPPepsiCo$439,566$439,566 ▲New Holding2,8030.4%Consumer StaplesCLXClorox$419,000$419,000 ▲New Holding4,0910.4%Consumer StaplesORIOld Republic International$380,447$380,447 ▲New Holding9,5280.3%FinanceKOCocaCola$367,621$367,621 ▲New Holding4,8200.3%Consumer StaplesPSXPhillips 66$349,476$349,476 ▲New Holding1,8910.3%EnergyDLNWisdomTree U.S. LargeCap Dividend Fund$328,049$44,599 ▼-12.0%3,7440.3%FinanceAUBAtlantic Union Bankshares$327,537$327,537 ▲New Holding9,4500.3%FinanceESGVVanguard ESG U.S. Stock ETF$303,264$10,532 ▼-3.4%2,7930.3%ETFTGTTarget$299,444$299,444 ▲New Holding2,5210.3%Retail/WholesaleIWMiShares Russell 2000 ETF$288,2510.0%1,2030.3%FinanceCMCSAComcast$281,110$281,110 ▲New Holding9,7270.2%Consumer DiscretionaryISHARES TR$278,721$278,721 ▲New Holding12,0190.2%IBONDS DEC 2029ADPAutomatic Data Processing$274,097$274,097 ▲New Holding1,3340.2%Computer and TechnologyMOAltria Group$251,191$251,191 ▲New Holding3,7480.2%Consumer StaplesBDXBecton, Dickinson and Company$232,963$232,963 ▲New Holding1,5060.2%MedicalDIMENSIONAL ETF TRUST$0$4,716,094 ▼-100.0%00.0%GLOBAL CORE PLUSVTIVanguard Total Stock Market ETF$0$1,590,521 ▼-100.0%00.0%ETFDFIVDimensional International Value ETF$0$1,157,580 ▼-100.0%00.0%ETFSCHBSchwab US Broad Market ETF$0$889,473 ▼-100.0%00.0%ETFShowing 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. 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