Wolfstich Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Wolfstich Capital, LLC held in its portfolio 17 assets valued at $108,523,110 (i.e. $108.52M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($29.24M), DIMENSIONAL ETF TRUST ($26.05M), and DIMENSIONAL ETF TRUST ($21.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wolfstich Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 738437 | 29234721 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 795905 | 26049971 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 458208 | 21971074 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 143435 | 7264968 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 182361 | 6238570 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 87222 | 4716094 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 70418 | 2677997 | US HIGH PROFITAB |
| SCHWAB STRATEGIC TR | 71217 | 2123691 | INTERNL DIVID |
| DIMENSIONAL ETF TRUST | 39011 | 1694248 | US SUSTAINABILTY |
| VANGUARD INDEX FDS | 4744 | 1590521 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 108453 | 1577993 | 1000 INDEX ETF |
| DIMENSIONAL ETF TRUST | 23198 | 1157580 | INTERNATNAL VAL |
| SCHWAB STRATEGIC TR | 32427 | 889473 | US BRD MKT ETF |
| WISDOMTREE TR | 4253 | 374604 | US LARGECAP DIVD |
| VANGUARD WORLD FD | 2890 | 349574 | ESG US STK ETF |
| SCHWAB STRATEGIC TR | 315901 | 315901 | GOVERNMENT MONEY |
| ISHARES TR | 1203 | 296130 | RUSSELL 2000 ETF |