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CIK: 0002047009
Total reported value
$123.2M
$123.2M
19 檔
88.0%
According to the latest 13F quarterly dataset, Wolfstich Capital, LLC managed an equity portfolio of $123.2M at the end of Q2 2026, spanning 19 distinct U.S. exchange-listed positions.
In Q2 2026, Wolfstich Capital, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 31 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 | 23.90% | -4.24% | -1.61% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 21.65% | -2.62% | +3.23% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 18.87% | -5.28% | +24.91% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.87% | -10.87% | EXIT | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 8.39% | -0.54% | +53.75% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.70% | -1.78% | — | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.19% | -2.19% | EXIT | |
| 8 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.38% | +0.07% | -0.68% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 1.29% | -0.28% | -1.86% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.27% | +0.06% | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.08% | +0.17% | -28.05% | |
| 12 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 1.07% | -0.06% | -20.28% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | +1.26% | — | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.95% | -0.24% | -52.35% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.30% | -0.30% | EXIT | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 0.29% | -0.29% | EXIT | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | +19.38% | — | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.26% | +0.02% | -6.49% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.23% | +0.01% | -20.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +10.9% | NEW | New buy |
| 2 | DFUV | Dimensional US Marketwide Va | +4.7% | NEW | New buy |
| 3 | DUSB | Dimension Ultrashort Fi ETF | +2.2% | +53.75% | Add |
| 4 | DFSD | Dimensional Short Duration | +1.8% | +24.91% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +1.3% | NEW | New buy |
| 6 | DUHP | Dimensional US High Profi Et | +0.4% | +18.16% | Add |
| 7 | DFGR | Dim Global Real Estate ETF | +0.3% | NEW | New buy |
| 8 | DFAX | Dimensional World Ex US Core | +0.3% | +3.23% | Add |
| 9 | DFIV | Dimensional International Va | +0.3% | NEW | New buy |
| 10 | DFAC | Dimensional US Core Equity 2 | +0.1% | -1.61% | Trim |
| 11 | IBM | Intl Business Machines CORP | +0.1% | -1.86% | Trim |
| 12 | DFSU | Dimensional US Sus Core1 ETF | 0% | -0.68% | Trim |
| 13 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 14 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 15 | DLN | Wisdomtree US Largecap Divid | 0% | -6.49% | Trim |
| 16 | ESGV | Vanguard Esg US Stock ETF | 0% | -20.55% | Trim |
| 17 | BDX | Becton Dickinson And Co | -0.2% | EXIT | Sold out |
| 18 | SCHK | Schwab 1000 Index ETF | -0.2% | -20.28% | Trim |
| 19 | MO | Altria Group Inc | -0.2% | EXIT | Sold out |
| 20 | IBMR | Ishares Ibonds Dec 2029 M Bd | -0.2% | EXIT | Sold out |
| 21 | ADP | Automatic Data Processing | -0.2% | EXIT | Sold out |
| 22 | CMCSA | Comcast Corp-class A | -0.3% | EXIT | Sold out |
| 23 | TGT | Target CORP | -0.3% | EXIT | Sold out |
| 24 | AUB | Atlantic Union Bankshares Co | -0.3% | EXIT | Sold out |
| 25 | PSX | Phillips 66 | -0.3% | EXIT | Sold out |
| 26 | KO | Coca-cola Co/the | -0.3% | EXIT | Sold out |
| 27 | ORI | Old Republic Intl CORP | -0.3% | EXIT | Sold out |
| 28 | CLX | Clorox Company | -0.4% | EXIT | Sold out |
| 29 | PEP | Pepsico Inc | -0.4% | EXIT | Sold out |
| 30 | CNQ | Canadian Natural Resources | -0.4% | EXIT | Sold out |
| 31 | OKE | Oneok Inc | -0.4% | EXIT | Sold out |
| 32 | ACN | Accenture plc | -0.4% | EXIT | Sold out |
| 33 | JNJ | Johnson & Johnson | -0.5% | EXIT | Sold out |
| 34 | PG | Procter & Gamble Co/the | -0.5% | EXIT | Sold out |
| 35 | CVX | Chevron CORP | -0.5% | EXIT | Sold out |
| 36 | SCHD | Schwab US Dvd Equity ETF | -0.5% | -28.05% | Trim |
| 37 | DFAW | Dimensional World Eqty ETF | -0.5% | EXIT | Sold out |
| 38 | MDLZ | Mondelez International Inc-a | -0.6% | EXIT | Sold out |
| 39 | DEXC | Dimensional Em Ex Cce ETF | -0.6% | EXIT | Sold out |
| 40 | VZ | Verizon Communications Inc | -0.6% | EXIT | Sold out |
| 41 | ABBV | Abbvie Inc | -0.6% | EXIT | Sold out |
| 42 | TROW | T Rowe Price Group Inc | -0.7% | EXIT | Sold out |
| 43 | AWR | American States Water Co | -0.8% | EXIT | Sold out |
| 44 | IBMQ | Ishares Ibonds Dec 2028 Muni | -0.8% | EXIT | Sold out |
| 45 | DFLV | Dim US Large Cap Value ETF | -1% | -52.35% | Trim |
| 46 | IBMP | Ishares Ibonds Dec 2027 Term | -1.5% | EXIT | Sold out |
| 47 | IBMO | Ishares Ibonds Dec 2026 Term | -1.8% | EXIT | Sold out |
| 48 | SCHY | Schwab International Dvd ETF | -1.9% | EXIT | Sold out |
| 49 | FEGE | First Eagle Gl Equity ETF | -2% | EXIT | Sold out |
| 50 | SGVT | Schwab Govt Money Market ETF | -2.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Wolfstich Capital, LLC reported a total U.S. public equity portfolio value of $123.2M across 19 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFSD) accounted for 88.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFCF
市值: $14.1M
Top Position Liquidated / Trimmed
SGVT
前期市值: $2.5M
During Q2 2026, Wolfstich Capital, LLC's top holdings by market value included DFAC (23.9%)、DFAX (21.6%)、DFSD (18.9%). The largest single position, DFAC, represented 23.9% of total portfolio value.
In Q2 2026, Wolfstich Capital, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 8 holdings, and fully liquidating 31 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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