13F Insight
DOSSIER · 13F-HR · Q2 2026

Wolff Financial Management LLC

$501M in tracked AUM across 106 positions as of Q2 2026.

WF
CIK 0001767940 · last filed Jun 30, 2026
Total AUM
$501M
as of Q2 2026
Holdings
106
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wolff Financial Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$50M702K10.0%02
VUG
VANGUARD INDEX FDS
$49M564K9.7%03
DGRO
ISHARES TR
$43M564K8.5%04
SDY
SPDR SERIES TRUST
$40M263K8.0%05
VB
VANGUARD INDEX FDS
$37M121K7.3%06
VYM
VANGUARD WHITEHALL FDS
$35M223K7.0%07
VCSH
VANGUARD SCOTTSDALE FDS
$33M422K6.6%08
VGSH
VANGUARD SCOTTSDALE FDS
$30M513K6.0%09
VO
VANGUARD INDEX FDS
$30M367K5.9%10
VCRB
VANGUARD MALVERN FDS
$16M211K3.3%

Filing history

2026Q2Jun 30
$501M▲ 10.8%
106 positionsView →2026Q1Mar 31
$453M▲ 1.8%
103 positionsView →2025Q4Dec 31
$445M▲ 3.2%
101 positionsView →2025Q3Sep 30
$431M▲ 11.3%
101 positionsView →2025Q2Jun 30
$387M▲ 7.2%
98 positionsLocked2025Q1Mar 31
$361M▲ 0.2%
97 positionsLocked2024Q4Dec 31
$360M▼ 2.1%
94 positionsLocked2024Q3Sep 30
$368M▲ 171.8%
98 positionsLocked2024Q2Jun 30
$135M▼ 60.5%
42 positionsLocked2024Q1Mar 31
$343M▲ 5.9%
97 positionsLocked2023Q4Dec 31
$324M▲ 10.5%
96 positionsLocked2023Q3Sep 30
$293M▲ 155.2%
96 positionsLocked
Showing 12 of 30