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

Wolfstich Capital, LLC

$130M in tracked AUM across 19 positions as of Q2 2026.

WC
CIK 0002047009 · last filed Jun 30, 2026
Total AUM
$130M
as of Q2 2026
Holdings
19
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

Key Holdings

The portfolio is dominated by funds from the Dimensional ETF Trust, which occupy the top seven positions and represent the vast majority of the fund's assets.

  • DFAC (Dimensional U.S. Core Equity 2 ETF) is the largest holding, valued at $29.23 million (26.94% of the portfolio). This fund typically targets large-cap U.S. equities with a focus on profitability.
  • DFAX (Dimensional U.S. Core Equity Market ETF) follows closely at $26.05 million (24.00%). This fund generally offers broad exposure to the U.S. market, including small and value tilts.
  • DFSD (Dimensional U.S. Small Cap Value ETF) is the third-largest position at $21.97 million (20.25%). This represents a significant bet on the small-cap value segment of the market.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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
DFAC
DIMENSIONAL ETF TRUST
$31M700K23.9%02
DFAX
DIMENSIONAL ETF TRUST
$28M764K21.7%03
DFSD
DIMENSIONAL ETF TRUST
$24M512K18.9%04
DFCF
DIMENSIONAL ETF TRUST
$14M334K10.9%05
DUSB
DIMENSIONAL ETF TRUST
$11M214K8.4%06
DFUV
DIMENSIONAL ETF TRUST
$6M111K4.7%07
DUHP
DIMENSIONAL ETF TRUST
$3M68K2.2%08
DFSU
DIMENSIONAL ETF TRUST
$2M38K1.4%09
IBM
INTERNATIONAL BUSINESS MACHS
$2M6K1.3%10
SCHF
SCHWAB STRATEGIC TR
$2M51K1.3%

Filing history

2026Q2Jun 30
$130M▲ 13.3%
19 positionsView →2026Q1Mar 31
$114M▲ 5.3%
45 positionsView →2025Q4Dec 31
$109M▲ 121.5%
17 positionsView →2025Q3Sep 30
$49M▲ 7.5%
13 positionsView →2025Q2Jun 30
$46M▼ 53.3%
13 positionsLocked2025Q1Mar 31
$98M▼ 13.4%
14 positionsLocked2024Q4Dec 31
$113M—
23 positionsLocked