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Wolfstich Capital - Q4 2025 13F Filings

WO

Wolfstich Capital, LLC

CIK: 0002047009
Address: Massachusetts Medfield 445 Main Street Suite 303
$108.52 M
Portfolio Value
17
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFSD Dimensional Short-Duration Fixed Income Etf
+$21.97 M
2. DFAC Dimensional Us Core Equity 2 Etf
+$13.34 M
3. DFAX Dimensional World Ex Us Core Equity 2 Etf
+$13.14 M
4. DUSB Dimensional Ultrashort Fixed Income Etf
+$7.26 M
5. DFLV Dimensional Us Large Cap Value Etf
+$6.24 M

Top Sells

Q4 2025
1. DFCF Dimensional Core Fixed Income Etf
−$7.64 M
2. IBM International Business Machines Corporation
−$1.81 M
3. VIG Vanguard Dividend Appreciation Etf
−$1.33 M
4. DFSU Dimensional Us Sustainability Core 1 Etf
−$792,293.62
5. SCHD Schwab Us Dividend Equity Etf
−$492,792

Asset Allocation

Stocks/ETFs
+121.45%
$108.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wolfstich Capital Q4 2025 Filing Summary

Wolfstich Capital, LLC filed its 13F report for Q4 2025 on January 14, 2026. The portfolio totaled 108.52 M reflecting a +121.45% change from the prior quarter, spanning 17 assets. The top 10 holdings comprised 95.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Wolfstich Capital’s Q4 2025 Filing

Wolfstich Capital submitted their Form 13F-HR for the Q4 2025 period on 01/14/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Wolfstich Capital reported a managed portfolio value of 108.52 M, consisting of 17 individual positions.

This page displays the raw filing documents. To see which stocks Wolfstich Capital bought or sold during Q4 2025, please visit Wolfstich Capital's Portfolio Analysis page.