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CIK: 0002047009
Total reported value
$129.5M
$129.5M
13 檔
31.7%
At the close of Q3 2025, Wolfstich Capital, LLC disclosed equity holdings valued at approximately $129.5M, spread across 13 reported holdings.
In Q3 2025, Wolfstich Capital, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFCF) accounted for 31.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.60% | +0.08% | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 25.26% | +0.29% | — | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 15.59% | +10.87% | NEW | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.42% | +0.38% | — | |
| 5 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.96% | +0.04% | — | |
| 6 | SCHY | Schwab International Dvd ETF | ETF-Other | 4.06% | -1.94% | EXIT | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 3.69% | +0.07% | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.72% | — | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.63% | — | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.01% | -0.52% | — | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.75% | -0.04% | — | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.71% | -0.03% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +5.6% | — | Trim |
| 2 | DFAX | Dimensional World Ex US Core | +5.1% | — | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1.5% | — | Add |
| 4 | DUHP | Dimensional US High Profi Et | +1.2% | — | Add |
| 5 | DFSU | Dimensional US Sus Core1 ETF | +1% | — | Trim |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.8% | — | Add |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.8% | — | Trim |
| 8 | IBM | Intl Business Machines CORP | +0.7% | — | Trim |
| 9 | SCHY | Schwab International Dvd ETF | +0.5% | — | Add |
| 10 | ESGV | Vanguard Esg US Stock ETF | +0.2% | — | Unchanged |
| 11 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Trim |
| 12 | DLN | Wisdomtree US Largecap Divid | +0.1% | — | Unchanged |
| 13 | DFSD | Dimensional Short Duration | — | EXIT | Sold out |
| 14 | DFCF | Dimensional Core Fixed Inc | — | NEW | New buy |
| 15 | IBTG | Ishares Ibonds Dec 2026 Term | — | EXIT | Sold out |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | 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 Q3 2025.
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Top New Position Initiated
DFCF
市值: $7.6M
Top Position Liquidated / Trimmed
DFSD
前期市值: $11.3M
During Q3 2025, Wolfstich Capital, LLC's top holdings by market value included DFAC (31.6%)、DFAX (25.3%)、DFCF (15.6%). The largest single position, DFAC, represented 31.6% of total portfolio value.
In Q3 2025, Wolfstich Capital, LLC made 14 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 6 holdings, and fully liquidating 3 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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