Wolfstich Capital, Llc Portfolio Stock Holdings
Wolfstich Capital, Llc disclosed 19 stock positions valued at approximately $129.5 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $129.5M
Holdings by Sector
Wolfstich Capital, Llc Portfolio Holdings in Q2 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 23.90% | 699,586 | -11,471 | -1.61% | $30,956,681 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 21.65% | 764,422 | +23,911 | +3.23% | $28,046,643 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 18.87% | 511,749 | +102,056 | +24.91% | $24,436,015 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 10.87% | 333,767 | +333,767 | +100.00% | $14,081,630 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 8.39% | 214,072 | +74,841 | +53.75% | $10,870,567 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 4.70% | 111,097 | +111,097 | +100.00% | $6,093,670 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 2.19% | 68,190 | +10,482 | +18.16% | $2,836,022 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 1.38% | 38,058 | -261 | -0.68% | $1,786,062 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.29% | 5,753 | -109 | -1.86% | $1,665,609 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.27% | 51,215 | +51,215 | +100.00% | $1,642,465 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.08% | 43,231 | -16,854 | -28.05% | $1,400,252 |
| SCHWAB STRATEGIC TR | SCHK | Other | 1.07% | 86,462 | -21,991 | -20.28% | $1,388,582 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.03% | 5,581 | - | - | $1,331,738 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.95% | 30,907 | -33,949 | -52.35% | $1,227,317 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.30% | 13,388 | +13,388 | +100.00% | $392,804 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.29% | 6,771 | -16,427 | -70.81% | $371,525 |
| ISHARES TR | IWM | Other | 0.28% | 1,203 | - | - | $357,989 |
| WISDOMTREE TR | DLN | Other | 0.26% | 3,501 | -243 | -6.49% | $340,087 |
| VANGUARD WORLD FD | ESGV | Other | 0.23% | 2,219 | -574 | -20.55% | $292,686 |