Wolff Financial Management LLC Top Holdings and 13F Report (2025) About Wolff Financial Management LLCInvestment ActivityWolff Financial Management LLC has $361.03 thousand in total holdings as of March 31, 2025.Wolff Financial Management LLC owns shares of 97 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.76% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Wolff Financial Management LLC has purchased 93 new stocks and bought additional shares in 38 stocks.Wolff Financial Management LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Growth ETF $35,102Vanguard FTSE Developed Markets ETF $35,082SPDR S&P Dividend ETF $31,661iShares Core Dividend Growth ETF $31,632Vanguard High Dividend Yield ETF $26,619 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $1,536 Holding478160104 - Johnson & Johnson $225 Holding459200101 - International Business Machines $224 Holding06759X107 - Barings Corporate Investors $216 Holding609207105 - Mondelez International $201 Holding Largest Purchases this Quarter Invesco QQQ 3,276 shares (about $1.54K)Vanguard Short-Term Treasury Index ETF 15,851 shares (about $930.31)Vanguard Short-Term Corporate Bond ETF 10,740 shares (about $847.81)Vanguard FTSE Developed Markets ETF 10,757 shares (about $546.78)SPDR S&P Dividend ETF 1,672 shares (about $226.85) Largest Sales this Quarter Vanguard Growth ETF 604 shares (about $223.98)SPDR Portfolio Emerging Markets ETF 2,038 shares (about $80.24)Vanguard Small-Cap Growth ETF 281 shares (about $70.75)iShares Core High Dividend ETF 504 shares (about $61.05)Vanguard Mid-Cap Growth ETF 238 shares (about $58.22) Sector Allocation Over TimeMap of 500 Largest Holdings ofWolff Financial Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$35,102$224 ▼-0.6%94,6609.7%ETFVEAVanguard FTSE Developed Markets ETF$35,082$547 ▲1.6%690,1819.7%ETFSDYSPDR S&P Dividend ETF$31,661$227 ▲0.7%233,3538.8%ETFDGROiShares Core Dividend Growth ETF$31,632$192 ▲0.6%512,0178.8%ETFVYMVanguard High Dividend Yield ETF$26,619$97 ▲0.4%206,4167.4%ETFVBVanguard Small-Cap ETF$24,708$209 ▲0.9%111,4256.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$22,956$848 ▲3.8%290,8066.4%ETFVOVanguard Mid-Cap ETF$21,844$52 ▲0.2%84,4636.1%ETFVGSHVanguard Short-Term Treasury Index ETF$20,534$930 ▲4.7%349,8675.7%ETFVOTVanguard Mid-Cap Growth ETF$9,975$58 ▼-0.6%40,7762.8%ETFLLYEli Lilly and Company$7,2730.0%8,8052.0%MedicalVBKVanguard Small-Cap Growth ETF$5,100$71 ▼-1.4%20,2561.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,394$80 ▼-1.8%111,6051.2%ETFAAPLApple$4,337$0 ▲0.0%19,5231.2%Computer and TechnologyRPGInvesco S&P 500 Pure Growth ETF$4,228$28 ▼-0.6%110,5481.2%ETFLANCLancaster Colony$4,1650.0%23,7991.2%Consumer StaplesHDViShares Core High Dividend ETF$3,951$61 ▼-1.5%32,6171.1%ETFSYKStryker$3,353$20 ▲0.6%9,0070.9%MedicalVGTVanguard Information Technology ETF$3,091$6 ▲0.2%5,6990.9%ETFVBRVanguard Small-Cap Value ETF$3,065$37 ▼-1.2%16,4530.8%ETFKKellanova$2,785$104 ▲3.9%33,7620.8%Consumer DiscretionaryMSFTMicrosoft$2,394$0 ▲0.0%6,3760.7%Computer and TechnologyVDCVanguard Consumer Staples ETF$1,833$7 ▲0.4%8,3770.5%ETFPGProcter & Gamble$1,726$1 ▲0.0%10,1280.5%Consumer StaplesCATCaterpillar$1,6500.0%5,0020.5%IndustrialsBRK.BBerkshire Hathaway$1,609$136 ▲9.2%3,0210.4%FinanceMCDMcDonald's$1,552$45 ▼-2.8%4,9680.4%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$1,542$7 ▲0.5%9,6080.4%ETFQQQInvesco QQQ$1,536$1,536 ▲New Holding3,2760.4%FinanceCVXChevron$1,480$1 ▲0.0%8,8480.4%EnergyVTVVanguard Value ETF$1,434$8 ▲0.5%8,3010.4%ETFQCOMQUALCOMM$1,4140.0%9,2070.4%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,296$1 ▼-0.1%15,8520.4%FinanceVZVerizon Communications$1,285$0 ▲0.0%28,3400.4%Computer and TechnologyDVYiShares Select Dividend ETF$1,212$6 ▼-0.5%9,0250.3%ETFVIGVanguard Dividend Appreciation ETF$1,199$6 ▼-0.5%6,1830.3%ETFMRKMerck & Co., Inc.$1,112$0 ▲0.0%12,3850.3%MedicalVVisa$1,105$193 ▲21.1%3,1540.3%Business ServicesPFEPfizer$1,091$50 ▼-4.4%43,0650.3%MedicalAEPAmerican Electric Power$9970.0%9,1240.3%UtilitiesVTEBVanguard Tax-Exempt Bond ETF$976$2 ▲0.2%19,6690.3%ETFMETAMeta Platforms$889$92 ▲11.5%1,5430.2%Computer and TechnologyPEPPepsiCo$888$5 ▼-0.5%5,9240.2%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$887$4 ▼-0.5%5,1880.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$866$3 ▲0.3%11,5840.2%ETFMOAltria Group$854$0 ▲0.0%14,2220.2%Consumer StaplesUPSUnited Parcel Service$829$1 ▲0.1%7,5380.2%TransportationVAWVanguard Materials ETF$787$0 ▲0.0%4,1680.2%ETFJPMJPMorgan Chase & Co.$7870.0%3,2090.2%FinanceKOCoca-Cola$7860.0%10,9790.2%Consumer StaplesPMPhilip Morris International$7180.0%4,5230.2%Consumer StaplesSCHFSchwab International Equity ETF$6840.0%34,5590.2%ETFKMBKimberly-Clark$6810.0%4,7870.2%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$6760.0%5,1560.2%ETFRTXRTX$669$0 ▲0.0%5,0510.2%AerospacePFGPrincipal Financial Group$6590.0%7,8150.2%FinanceCSCOCisco Systems$6550.0%10,6070.2%Computer and TechnologyBMYBristol-Myers Squibb$6070.0%9,9500.2%MedicalGLDSPDR Gold Shares$6000.0%2,0830.2%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$589$8 ▼-1.4%11,7190.2%ManufacturingDUKDuke Energy$5870.0%4,8100.2%UtilitiesLMTLockheed Martin$5640.0%1,2620.2%AerospaceUSBU.S. Bancorp$564$0 ▲0.0%13,3640.2%FinanceSPYSPDR S&P 500 ETF Trust$559$14 ▼-2.4%1,0000.2%FinanceCLXClorox$5490.0%3,7250.2%Consumer StaplesEFAViShares MSCI EAFE Min Vol Factor ETF$501$16 ▼-3.1%6,4350.1%ETFAMGNAmgen$4890.0%1,5680.1%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$4790.0%4,0000.1%ETFTDToronto-Dominion Bank$4660.0%7,7710.1%FinanceNFGNational Fuel Gas$4500.0%5,6780.1%EnergyAMZNAmazon.com$413$135 ▲48.7%2,1710.1%Retail/WholesaleGOOGLAlphabet$397$0 ▲0.1%2,5660.1%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$380$7 ▼-1.8%3,7970.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$371$34 ▼-8.5%9,3380.1%ETFIWPiShares Russell Mid-Cap Growth ETF$366$6 ▼-1.7%3,1140.1%ETFGILDGilead Sciences$3540.0%3,1600.1%MedicalVTIVanguard Total Stock Market ETF$318$2 ▲0.8%1,1560.1%ETFGISGeneral Mills$3110.0%5,2010.1%Consumer StaplesNULVNuveen ESG Large-Cap Value ETF$293$9 ▲3.2%7,2440.1%ETFDOWDOW$2890.0%8,2700.1%Basic MaterialsBXBlackstone$286$0 ▲0.1%2,0490.1%FinanceAMATApplied Materials$2850.0%1,9650.1%Computer and TechnologyTTETotalEnergies$2730.0%4,2240.1%EnergyGDGeneral Dynamics$2620.0%9630.1%AerospaceMOATVanEck Morningstar Wide Moat ETF$2570.0%2,9180.1%ETFETEnergy Transfer$244$0 ▲0.1%13,1500.1%EnergyEPDEnterprise Products Partners$2400.0%7,0340.1%EnergyNULGNuveen ESG Large-Cap Growth ETF$234$4 ▲1.8%2,9900.1%ETFJNJJohnson & Johnson$225$225 ▲New Holding1,3540.1%MedicalPSXPhillips 66$2240.0%1,8150.1%EnergyIBMInternational Business Machines$224$224 ▲New Holding9020.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$222$1 ▲0.6%2,8380.1%ETFMCIBarings Corporate Investors$216$216 ▲New Holding9,2210.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$214$39 ▼-15.4%8,5530.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2140.0%5,8650.1%ETFMDLZMondelez International$201$201 ▲New Holding2,9620.1%Consumer StaplesNUVNuveen Municipal Value Fund$104$104 ▲New Holding11,8230.0%FinanceAVGOBroadcom$0$244 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$200 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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