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CIK: 0002047009
Total reported value
$129.5M
$129.5M
23 檔
57.0%
In Q1 2025, Wolfstich Capital, LLC's U.S. equity holdings reached a combined market value of $129.5M, distributed across 23 disclosed stock positions.
Wolfstich Capital, LLC executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.02% | +0.08% | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 14.82% | +0.29% | — | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 12.06% | +1.76% | — | |
| 4 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 8.99% | +0.04% | — | |
| 5 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 6.85% | — | — | |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 6.22% | — | — | |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 6.21% | — | — | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 4.26% | — | — | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.91% | +0.38% | — | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.19% | — | — | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.92% | +2.22% | — | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.53% | +0.07% | — | |
| 13 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.06% | -1.94% | EXIT | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.87% | +10.87% | NEW | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | — | — | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.52% | — | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.57% | — | — | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.29% | -0.03% | — | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.27% | -0.04% | — | |
| 21 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.27% | — | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | +0.03% | — | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.19% | -0.32% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAX | Dimensional World Ex US Core | +1% | — | Unchanged |
| 2 | DFSD | Dimensional Short Duration | +0.4% | — | Unchanged |
| 3 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 4 | IBM | Intl Business Machines CORP | +0.2% | — | Unchanged |
| 5 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | — | Unchanged |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | — | Unchanged |
| 7 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | — | Unchanged |
| 8 | DFCF | Dimensional Core Fixed Inc | 0% | — | Unchanged |
| 9 | DUSB | Dimension Ultrashort Fi ETF | 0% | — | Unchanged |
| 10 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 11 | DGRO | Ishares Core Dividend Growth | 0% | — | Unchanged |
| 12 | DLN | Wisdomtree US Largecap Divid | 0% | — | Unchanged |
| 13 | DUHP | Dimensional US High Profi Et | — | — | Unchanged |
| 14 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 15 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 16 | ESGV | Vanguard Esg US Stock ETF | 0% | — | Unchanged |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | — | Unchanged |
| 19 | DFAU | Dimensional US Core Equity M | -0.1% | — | Unchanged |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | -0.2% | — | Unchanged |
| 21 | DFVX | Dim US Large Cap Vector ETF | -0.2% | EXIT | Sold out |
| 22 | DFSU | Dimensional US Sus Core1 ETF | -0.3% | — | Unchanged |
| 23 | SCHY | Schwab International Dvd ETF | -0.6% | — | Unchanged |
| 24 | DFAC | Dimensional US Core Equity 2 | -0.7% | — | Unchanged |
According to official SEC Form 13F filings, Wolfstich Capital, LLC reported a total U.S. public equity portfolio value of $129.5M across 23 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFSD) accounted for 57.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
KO
市值: $211.4K
Top Position Liquidated / Trimmed
DFVX
前期市值: $246.4K
During Q1 2025, Wolfstich Capital, LLC's top holdings by market value included DFAC (24.0%)、DFAX (14.8%)、DFSD (12.1%). The largest single position, DFAC, represented 24.0% of total portfolio value.
In Q1 2025, Wolfstich Capital, LLC made 2 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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