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Wolfstich Capital, LLC — 13F Holdings & Portfolio

CIK 2047009 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Wolfstich Capital, LLC manages $129.5M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (23.90%), DFAX (21.65%), DFSD (18.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 31, added to 9, and trimmed 3.

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
445 MAIN STREET
SUITE 303
MEDFIELD, MA 02052
Phone
(508) 242-9400
Filing Manager
Wolfstich Capital, LLC
MEDFIELD, MA
Signatory
Julia Braum
Assistant
Loading holdings…
AUM

$129.5M

Long-equity book

Holdings

19

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+5 / −31 / ↑9 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$4.9M +25.0%
  • DIMENSIONAL ETF TRUST$3.8M +54.1%
  • DIMENSIONAL ETF TRUST$3.7M +13.7%
  • DIMENSIONAL ETF TRUST$3.6M +14.9%
  • DIMENSIONAL ETF TRUST$768.3K +37.2%
Show all 9 →

Top Trims

  • DIMENSIONAL ETF TRUST-$1.0M -46.0%
  • SCHWAB STRATEGIC TR-$431.1K -23.5%
  • SCHWAB STRATEGIC TR-$79.9K -5.4%
Show all 3 →

New Positions

  • DIMENSIONAL ETF TRUST$14.1M
  • DIMENSIONAL ETF TRUST$6.1M
  • SCHWAB STRATEGIC TR$1.6M
  • DIMENSIONAL ETF TRUST$392.8K
  • DIMENSIONAL ETF TRUST$371.5K
Show all 5 →

Exited Positions

  • SCHWAB STRATEGIC TR$2.5M
  • RBB FUND TRUST$2.3M
  • SCHWAB STRATEGIC TR$2.2M
  • ISHARES TR$2.0M
  • ISHARES TR$1.7M
Show all 31 →
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 DIMENSIONAL ETF TRUST DFAC 25434V708 $31.0M 23.90% 699,586 SH
2 DIMENSIONAL ETF TRUST DFAX 25434V880 $28.0M 21.65% 764,422 SH
3 DIMENSIONAL ETF TRUST DFSD 25434V864 $24.4M 18.87% 511,749 SH
4 DIMENSIONAL ETF TRUST DFCF 25434V872 $14.1M 10.87% 333,767 SH
5 DIMENSIONAL ETF TRUST DUSB 25434V591 $10.9M 8.39% 214,072 SH
6 DIMENSIONAL ETF TRUST DFUV 25434V724 $6.1M 4.70% 111,097 SH
7 DIMENSIONAL ETF TRUST DUHP 25434V831 $2.8M 2.19% 68,190 SH
8 DIMENSIONAL ETF TRUST DFSU 25434V716 $1.8M 1.38% 38,058 SH
9 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.7M 1.29% 5,753 SH
10 SCHWAB STRATEGIC TR SCHF 808524805 $1.6M 1.27% 51,215 SH
11 SCHWAB STRATEGIC TR SCHD 808524797 $1.4M 1.08% 43,231 SH
12 SCHWAB STRATEGIC TR SCHK 808524722 $1.4M 1.07% 86,462 SH
13 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.3M 1.03% 5,581 SH
14 DIMENSIONAL ETF TRUST DFLV 25434V666 $1.2M 0.95% 30,907 SH
15 DIMENSIONAL ETF TRUST DFGR 25434V658 $392.8K 0.30% 13,388 SH
16 DIMENSIONAL ETF TRUST DFIV 25434V807 $371.5K 0.29% 6,771 SH
17 ISHARES TR IWM 464287655 $358.0K 0.28% 1,203 SH
18 WISDOMTREE TR DLN 97717W307 $340.1K 0.26% 3,501 SH
19 VANGUARD WORLD FD ESGV 921910733 $292.7K 0.23% 2,219 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $129.5M 19 0002047009-26-000003
2026-03-31 2026-04-21 $114.3M 45 0002047009-26-000002
2025-12-31 2026-01-14 $108.5M 17 0002047009-26-000001