Wolfstich Capital, LLC

CIK 0002047009 · MEDFIELD, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Wolfstich Capital, LLC reported 19 positions worth $129.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: DFAC (23.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$129.5M
2026 Q2
Positions
19
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.5%
Est. Net Flow (Q)
2026 Q2
10 / 19 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$31.0M23.90%699,586
2DFAXDIMENSIONAL ETF TRUSTSH$28.0M21.65%764,422
3DFSDDIMENSIONAL ETF TRUSTSH$24.4M18.87%511,749
4DFCFDIMENSIONAL ETF TRUSTSH$14.1M10.87%333,767
5DUSBDIMENSIONAL ETF TRUSTSH$10.9M8.39%214,072
6DFUVDIMENSIONAL ETF TRUSTSH$6.1M4.70%111,097
7DUHPDIMENSIONAL ETF TRUSTSH$2.8M2.19%68,190
8DFSUDIMENSIONAL ETF TRUSTSH$1.8M1.38%38,058
9IBMINTERNATIONAL BUSINESS MACHSSH$1.7M1.29%5,753
10SCHFSCHWAB STRATEGIC TRSH$1.6M1.27%51,215

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wolfstich Capital, LLC hold as of Q2 2026?

Wolfstich Capital, LLC reported 19 positions worth $129.5M in its Q2 2026 13F filing. Largest positions: DFAC (23.9%), DFAX (21.7%), DFSD (18.9%), DFCF (10.9%) and DUSB (8.4%).

What did Wolfstich Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wolfstich Capital, 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.