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CIK: 0002047009
Total reported value
$129.5M
$129.5M
17 檔
70.1%
In Q4 2025, Wolfstich Capital, LLC's U.S. equity holdings reached a combined market value of $129.5M, distributed across 17 disclosed stock positions.
In Q4 2025, Wolfstich Capital, LLC displayed an active expansion posture, initiating 8 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 26.94% | +0.08% | +83.92% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 24.00% | +0.29% | +101.72% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 20.25% | +1.76% | — | |
| 4 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 6.69% | +2.22% | — | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 5.75% | -1.04% | — | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 4.35% | — | — | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.47% | +0.38% | -15.41% | |
| 8 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.96% | -1.94% | EXIT | |
| 9 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.56% | +0.04% | -31.86% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.47% | — | +20.96% | |
| 11 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 1.45% | -0.21% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.07% | +0.29% | NEW | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.82% | — | — | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.35% | -0.03% | +5.69% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.32% | -0.04% | -6.68% | |
| 16 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 0.29% | -2.16% | EXIT | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | -0.3% | — | Unchanged |
| 2 | DLN | Wisdomtree US Largecap Divid | -0.4% | +5.69% | Add |
| 3 | ESGV | Vanguard Esg US Stock ETF | -0.4% | -6.68% | Trim |
| 4 | VTI | Vanguard Total Stock Mkt ETF | -1.2% | +20.96% | Add |
| 5 | DFAX | Dimensional World Ex US Core | -1.3% | +101.72% | Add |
| 6 | SCHY | Schwab International Dvd ETF | -2.1% | — | Unchanged |
| 7 | DFSU | Dimensional US Sus Core1 ETF | -3.4% | -31.86% | Trim |
| 8 | DUHP | Dimensional US High Profi Et | -4% | -15.41% | Trim |
| 9 | DFAC | Dimensional US Core Equity 2 | -4.7% | +83.92% | Add |
| 10 | DFSD | Dimensional Short Duration | — | NEW | New buy |
| 11 | DFCF | Dimensional Core Fixed Inc | — | EXIT | Sold out |
| 12 | DUSB | Dimension Ultrashort Fi ETF | — | NEW | New buy |
| 13 | DFLV | Dim US Large Cap Value ETF | — | NEW | New buy |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | — | NEW | New buy |
| 15 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 16 | SCHK | Schwab 1000 Index ETF | — | NEW | New buy |
| 17 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
| 18 | DFIV | Dimensional International Va | — | NEW | New buy |
| 19 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 20 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | Sold out |
| 21 | SGVT | Schwab Govt Money Market ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Wolfstich Capital, LLC reported a total U.S. public equity portfolio value of $129.5M across 17 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFSD) accounted for 70.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFSD
市值: $22.0M
Top Position Liquidated / Trimmed
DFCF
前期市值: $7.6M
During Q4 2025, Wolfstich Capital, LLC's top holdings by market value included DFAC (26.9%)、DFAX (24.0%)、DFSD (20.3%). The largest single position, DFAC, represented 26.9% of total portfolio value.
In Q4 2025, Wolfstich Capital, LLC made 19 total portfolio adjustments, initiating 8 new buys, adding to 4 positions, trimming 3 holdings, and fully liquidating 4 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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