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CIK: 0002047009
Total reported value
$129.5M
$129.5M
13 檔
29.9%
During the Q2 2025 filing period, Wolfstich Capital, LLC (CIK: 0002047009) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $129.5M across 13 reported positions.
In Q2 2025, Wolfstich Capital, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.57% | +0.08% | -50.15% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 25.43% | +0.29% | -36.97% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 16.57% | +10.87% | NEW | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.50% | +0.38% | -36.23% | |
| 5 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.93% | +0.04% | -79.38% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 4.15% | +0.07% | -7.74% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.78% | — | +36.62% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.62% | — | +20.23% | |
| 9 | SCHY | Schwab International Dvd ETF | ETF-Other | 2.38% | -1.94% | EXIT | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.05% | -0.52% | -29.74% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.75% | -0.04% | — | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.73% | -0.03% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.03% | -8.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +15.7% | +683.23% | Add |
| 2 | DFAX | Dimensional World Ex US Core | +10.6% | -36.97% | Trim |
| 3 | DFAC | Dimensional US Core Equity 2 | +7.6% | -50.15% | Trim |
| 4 | IBM | Intl Business Machines CORP | +2.6% | -7.74% | Trim |
| 5 | DUHP | Dimensional US High Profi Et | +2.6% | -36.23% | Trim |
| 6 | VIG | Vanguard Dividend Apprec ETF | +2% | +36.62% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +1.8% | +20.23% | Add |
| 8 | SCHY | Schwab International Dvd ETF | +1.3% | -12.42% | Trim |
| 9 | ESGV | Vanguard Esg US Stock ETF | +0.5% | — | Unchanged |
| 10 | DLN | Wisdomtree US Largecap Divid | +0.4% | — | Unchanged |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.4% | -29.74% | Trim |
| 12 | IWM | Ishares Russell 2000 ETF | +0.3% | -8.38% | Trim |
| 13 | KO | Coca-cola Co/the | -0.2% | EXIT | Sold out |
| 14 | DFSI | Dimensional Int Sus Cor1 ETF | -0.3% | EXIT | Sold out |
| 15 | DGRO | Ishares Core Dividend Growth | -0.6% | EXIT | Sold out |
| 16 | DUSB | Dimension Ultrashort Fi ETF | -1.9% | EXIT | Sold out |
| 17 | DFAU | Dimensional US Core Equity M | -3.2% | EXIT | Sold out |
| 18 | DFSU | Dimensional US Sus Core1 ETF | -4.1% | -79.38% | Trim |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | -4.3% | EXIT | Sold out |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | -6.2% | EXIT | Sold out |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | -6.2% | EXIT | Sold out |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -6.9% | EXIT | Sold out |
| 23 | DFSD | Dimensional Short Duration | -12.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Wolfstich Capital, LLC reported a total U.S. public equity portfolio value of $129.5M across 13 disclosed positions in Q2 2025.
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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, DFCF) accounted for 29.9% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
DFSD
前期市值: $13.3M
During Q2 2025, Wolfstich Capital, LLC's top holdings by market value included DFAC (31.6%)、DFAX (25.4%)、DFCF (16.6%). The largest single position, DFAC, represented 31.6% of total portfolio value.
In Q2 2025, Wolfstich Capital, LLC made 21 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 8 holdings, and fully liquidating 10 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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