DOSSIER · 13F-HR · Q1 2026

Wolfstich Capital, LLC

Wolfstich's holding co. based in Stamford, CT $114M in tracked AUM across 45 positions as of Q1 2026.

W
Wolfstich·Stamford, CT·Holding Co.
CIK 0002047009 · last filed Mar 31, 2026
Total AUM
$114M
9.5%
vs prior
Holdings
45
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Wolfstich Capital, LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The firm's total Assets Under Management (AUM) surged by 161.9%, growing from $41.43 million to $108.52 million. This rapid capital infusion or asset appreciation coincides with a restructuring of the portfolio, which now comprises 17 holdings. The portfolio structure is highly streamlined, characterized by a heavy co...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$27M711K23.8%
02
DFAX
DIMENSIONAL ETF TRUST
$24M741K21.4%
03
DFSD
DIMENSIONAL ETF TRUST
$20M410K17.1%
04
DUSB
DIMENSIONAL ETF TRUST
$7M139K6.2%
05
SGVT
SCHWAB STRATEGIC TR
$2M2.5M2.2%
06
FEGE
RBB FUND TRUST
$2M28K2.0%
07
DFLV
DIMENSIONAL ETF TRUST
$2M65K2.0%
08
SCHY
SCHWAB STRATEGIC TR
$2M71K1.9%
09
DUHP
DIMENSIONAL ETF TRUST
$2M58K1.8%
10
IBMO
ISHARES TR
$2M83K1.8%

Filing history

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