Wolff Financial Management LLC — 13F Holdings & Portfolio

CIK 1767940 · latest 13F-HR filed 2026-07-16

Wolff Financial Management LLC manages $501.5M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (9.97%), VUG (9.68%), DGRO (8.53%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 60, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5938 VENTURE PARK DRIVE
KALAMAZOO, MI 49009
Phone
(269) 372-3100
Filing Manager
Wolff Financial Management LLC
KALAMAZOO, MI
Signatory
Ashleigh Swayze
Counsel
Loading holdings…
AUM

$501.5M

Long-equity book

Holdings

106

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+4 / −1 / ↑60 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$7.9M +19.5%
  • VANGUARD INDEX FDS$4.5M +13.9%
  • VANGUARD TAX-MANAGED FDS$3.7M +8.1%
  • VANGUARD INDEX FDS$3.3M +12.6%
  • ISHARES TR$3.0M +7.6%
Show all 60

Top Trims

  • MARZETTI COMPANY-$591.5K -17.5%
  • CHEVRON CORPORATION-$324.5K -19.9%
  • MCDONALDS CORP-$200.4K -13.0%
  • VERIZON COMMUNICATIONS INC-$183.8K -15.6%
  • PFIZER INC-$171.3K -14.0%
Show all 18

New Positions

  • CORNING INC$258.8K
  • ISHARES TR$215.8K
  • VANECK ETF TRUST$211.0K
  • ISHARES TR$202.2K
Show all 4

Exited Positions

  • ELBIT SYS LTD$202.1K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $50.0M 9.97% 701,967 SH
2 VANGUARD INDEX FDS VUG 922908736 $48.6M 9.68% 563,790 SH
3 ISHARES TR DGRO 46434V621 $42.8M 8.53% 564,374 SH
4 SPDR SERIES TRUST SDY 78464A763 $40.1M 7.99% 263,340 SH
5 VANGUARD INDEX FDS VB 922908751 $36.8M 7.34% 121,432 SH
6 VANGUARD WHITEHALL FDS VYM 921946406 $35.2M 7.02% 222,765 SH
7 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $33.3M 6.64% 421,619 SH
8 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $29.9M 5.96% 513,142 SH
9 VANGUARD INDEX FDS VO 922908629 $29.6M 5.90% 367,145 SH
10 VANGUARD MALVERN FDS VCRB 922020748 $16.3M 3.25% 211,201 SH
11 VANGUARD INDEX FDS VOT 922908538 $13.3M 2.66% 43,491 SH
12 ELI LILLY & CO LLY 532457108 $9.3M 1.86% 7,772 SH
13 VANGUARD INDEX FDS VBK 922908595 $6.7M 1.34% 18,364 SH
14 SPDR INDEX SHS FDS SPEM 78463X509 $6.7M 1.33% 128,626 SH
15 INVESCO EXCHANGE TRADED FD T RPG 46137V266 $6.5M 1.29% 101,185 SH
16 VANGUARD WORLD FD VGT 92204A702 $5.2M 1.04% 43,547 SH
17 APPLE INC AAPL 037833100 $5.0M 1.01% 17,445 SH
18 CATERPILLAR INC CAT 149123101 $4.7M 0.94% 4,440 SH
19 ISHARES TR HDV 46429B663 $4.4M 0.87% 159,370 SH
20 VANGUARD INDEX FDS VBR 922908611 $3.8M 0.75% 15,506 SH
21 STRYKER CORPORATION SYK 863667101 $3.1M 0.61% 9,722 SH
22 MICROSOFT CORP MSFT 594918104 $2.9M 0.58% 7,792 SH
23 MARZETTI COMPANY MZTI 513847103 $2.8M 0.56% 24,473 SH
24 INVESCO QQQ TR QQQ 46090E103 $2.3M 0.46% 3,126 SH
25 VANGUARD INDEX FDS VTV 922908744 $1.8M 0.36% 8,387 SH
26 VANGUARD INDEX FDS VOE 922908512 $1.8M 0.35% 8,880 SH
27 WESTERN DIGITAL CORP WDC 958102105 $1.7M 0.34% 2,659 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.7M 0.33% 3,304 SH
29 VANGUARD WORLD FD VDC 92204A207 $1.6M 0.33% 7,317 SH
30 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.6M 0.33% 6,966 SH
31 ISHARES TR EFA 464287465 $1.6M 0.32% 15,327 SH
32 PROCTER & GAMBLE CO PG 742718109 $1.5M 0.30% 10,146 SH
33 QUALCOMM INC QCOM 747525103 $1.4M 0.29% 7,811 SH
34 SANDISK CORP SNDK 80004C200 $1.4M 0.28% 625 SH
35 APPLIED MATLS INC AMAT 038222105 $1.4M 0.28% 1,965 SH
36 MERCK & CO INC MRK 58933Y105 $1.4M 0.28% 10,886 SH
37 ISHARES TR DVY 464287168 $1.4M 0.28% 8,887 SH
38 MCDONALDS CORP MCD 580135101 $1.3M 0.27% 4,951 SH
39 CHEVRON CORPORATION CVX 166764100 $1.3M 0.26% 7,903 SH
40 CISCO SYS INC CSCO 17275R102 $1.3M 0.25% 10,707 SH
41 ISHARES TR QUAL 46432F339 $1.1M 0.22% 5,004 SH
42 AMERICAN ELEC PWR CO INC AEP 025537101 $1.1M 0.22% 7,944 SH
43 PFIZER INC PFE 717081103 $1.1M 0.21% 43,639 SH
44 JPMORGAN CHASE & CO JPM 46625H100 $1.1M 0.21% 3,209 SH
45 VISA INC V 92826C839 $1.0M 0.21% 3,050 SH
46 ALTRIA GROUP INC MO 02209S103 $1.0M 0.21% 14,334 SH
47 VANGUARD MUN BD FDS VTEB 922907746 $1.0M 0.20% 20,147 SH
48 SCHWAB STRATEGIC TR SCHF 808524805 $997.0K 0.20% 35,993 SH
49 VERIZON COMMUNICATIONS INC VZ 92343V104 $992.4K 0.20% 23,440 SH
50 SELECT SECTOR SPDR TR XLI 81369Y704 $955.0K 0.19% 5,156 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $501.5M 106 0001767940-26-000004
2026-03-31 2026-04-15 $452.5M 103 0001767940-26-000003
2025-12-31 2026-02-06 $444.6M 101 0001767940-26-000001