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Wolfstich Capital - Q1 2026 13F Filings

WO

Wolfstich Capital, LLC

CIK: 0002047009
Address: Massachusetts Medfield 445 Main Street Suite 303
$114.29 M
Portfolio Value
45
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FEGE First Eagle Global Equity Etf
+$2.28 M
2. SGVT Schwab Government Money Market Etf
+$2.16 M
3. IBMO Ishares Ibonds Dec 2026 Term Muni Bond Etf
+$2.02 M
4. SCHD Schwab Us Dividend Equity Etf
+$1.83 M
5. IBMP Ishares Ibonds Dec 2027 Term Muni Bond Etf
+$1.67 M

Top Sells

Q1 2026
1. DFGP Dimensional Global Core Plus Fixed Income Etf
−$4.72 M
2. DFLV Dimensional Us Large Cap Value Etf
−$4.12 M
3. DFSD Dimensional Short-Duration Fixed Income Etf
−$2.32 M
4. DFAX Dimensional World Ex Us Core Equity 2 Etf
−$1.83 M
5. VTI Vanguard Total Stock Market Etf
−$1.59 M

Asset Allocation

Stocks/ETFs
+5.31%
$114.29 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wolfstich Capital Q1 2026 Filing Summary

Wolfstich Capital, LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 114.29 M reflecting a +5.31% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 80.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 32 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Wolfstich Capital’s Q1 2026 Filing

Wolfstich Capital submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Wolfstich Capital reported a managed portfolio value of 114.29 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Wolfstich Capital bought or sold during Q1 2026, please visit Wolfstich Capital's Portfolio Analysis page.