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Wolfstich Capital - Q2 2026 13F Filings

WO

Wolfstich Capital, LLC

CIK: 0002047009
Address: Massachusetts Medfield 445 Main Street Suite 303
$129.52 M
Portfolio Value
19
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFCF Dimensional Core Fixed Income Etf
+$14.08 M
2. DFUV Dimensional Us Marketwide Value Etf
+$6.09 M
3. DFSD Dimensional Short-Duration Fixed Income Etf
+$4.87 M
4. DUSB Dimensional Ultrashort Fixed Income Etf
+$3.8 M
5. SCHF Schwab International Equity Etf
+$1.64 M

Top Sells

Q2 2026
1. SGVT Schwab Government Money Market Etf
−$2.47 M
2. FEGE First Eagle Global Equity Etf
−$2.28 M
3. SCHY Schwab International Dividend Equity Etf
−$2.21 M
4. IBMO Ishares Ibonds Dec 2026 Term Muni Bond Etf
−$2.02 M
5. IBMP Ishares Ibonds Dec 2027 Term Muni Bond Etf
−$1.67 M

Asset Allocation

Stocks/ETFs
+13.33%
$129.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wolfstich Capital Q2 2026 Filing Summary

Wolfstich Capital, LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 129.52 M reflecting a +13.33% change from the prior quarter, spanning 19 assets. The top 10 holdings comprised 94.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 31 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Wolfstich Capital’s Q2 2026 Filing

Wolfstich Capital submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Wolfstich Capital reported a managed portfolio value of 129.52 M, consisting of 19 individual positions.

This page displays the raw filing documents. To see which stocks Wolfstich Capital bought or sold during Q2 2026, please visit Wolfstich Capital's Portfolio Analysis page.