Wolff Financial Management LLC
Wolff Financial Management LLC reported 106 positions worth $501.5M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VEA (10.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $50.0M | 9.97% | 701,967 | — | — | |
| ▸ 2 | VUG | SH | $48.6M | 9.68% | 563,790 | — | — | |
| ▸ 3 | DGRO | SH | $42.8M | 8.53% | 564,374 | — | — | |
| ▸ 4 | SDY | SH | $40.1M | 7.99% | 263,340 | — | — | |
| ▸ 5 | VB | SH | $36.8M | 7.34% | 121,432 | — | — | |
| ▸ 6 | VYM | SH | $35.2M | 7.02% | 222,765 | — | — | |
| ▸ 7 | VCSH | SH | $33.3M | 6.64% | 421,619 | — | — | |
| ▸ 8 | VGSH | SH | $29.9M | 5.96% | 513,142 | — | — | |
| ▸ 9 | VO | SH | $29.6M | 5.90% | 367,145 | — | — | |
| ▸ 10 | VCRB | SH | $16.3M | 3.25% | 211,201 | — | — |
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Frequently Asked Questions
What stocks does Wolff Financial Management LLC hold as of Q2 2026?
Wolff Financial Management LLC reported 106 positions worth $501.5M in its Q2 2026 13F filing. Largest positions: VEA (10.0%), VUG (9.7%), DGRO (8.5%), SDY (8.0%) and VB (7.3%).
What did Wolff Financial Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wolff Financial Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.