Wolff Financial Management LLC Top Holdings and 13F Report (2025) About Wolff Financial Management LLCInvestment ActivityWolff Financial Management LLC has $360.39 thousand in total holdings as of December 31, 2024.Wolff Financial Management LLC owns shares of 94 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.81% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Wolff Financial Management LLC has purchased 97 new stocks and bought additional shares in 32 stocks.Wolff Financial Management LLC sold shares of 28 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Growth ETF $39,100Vanguard FTSE Developed Markets ETF $32,490iShares Core Dividend Growth ETF $31,217SPDR S&P Dividend ETF $30,605Vanguard Small-Cap ETF $26,546 Largest New Holdings this Quarter Invesco QQQ $1,675 HoldingBroadcom $244 HoldingWalmart $200 Holding Largest Purchases this Quarter Invesco QQQ 3,276 shares (about $1.68K)Vanguard Short-Term Treasury Index ETF 21,689 shares (about $1.26K)Vanguard FTSE Developed Markets ETF 18,269 shares (about $873.62)Vanguard Short-Term Corporate Bond ETF 7,993 shares (about $623.54)Vanguard Information Technology ETF 556 shares (about $345.74) Largest Sales this Quarter Vanguard Growth ETF 2,716 shares (about $1.11K)Vanguard Mid-Cap Growth ETF 1,861 shares (about $472.22)Pfizer 14,012 shares (about $371.65)Vanguard High Dividend Yield ETF 2,886 shares (about $368.23)iShares 0-5 Year Investment Grade Corporate Bond ETF 3,673 shares (about $182.63) 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$39,100$1,115 ▼-2.8%95,26410.8%ETFVEAVanguard FTSE Developed Markets ETF$32,490$874 ▲2.8%679,4249.0%ETFDGROiShares Core Dividend Growth ETF$31,217$90 ▼-0.3%508,9178.7%ETFSDYSPDR S&P Dividend ETF$30,605$178 ▲0.6%231,6818.5%ETFVBVanguard Small-Cap ETF$26,546$27 ▲0.1%110,4817.4%ETFVYMVanguard High Dividend Yield ETF$26,241$368 ▼-1.4%205,6637.3%ETFVOVanguard Mid-Cap ETF$22,257$68 ▲0.3%84,2636.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$21,848$624 ▲2.9%280,0666.1%ETFVGSHVanguard Short-Term Treasury Index ETF$19,433$1,262 ▲6.9%334,0165.4%ETFVOTVanguard Mid-Cap Growth ETF$10,407$472 ▼-4.3%41,0142.9%ETFLLYEli Lilly and Company$6,797$173 ▼-2.5%8,8051.9%MedicalVBKVanguard Small-Cap Growth ETF$5,752$15 ▼-0.3%20,5371.6%ETFAAPLApple$4,889$16 ▼-0.3%19,5221.4%Computer and TechnologyRPGInvesco S&P 500 Pure Growth ETF$4,591$64 ▼-1.4%111,2691.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,360$312 ▲7.7%113,6431.2%ETFLANCLancaster Colony$4,121$120 ▲3.0%23,7991.1%Consumer StaplesHDViShares Core High Dividend ETF$3,718$3 ▲0.1%33,1211.0%ETFVGTVanguard Information Technology ETF$3,537$346 ▲10.8%5,6881.0%ETFVBRVanguard Small-Cap Value ETF$3,300$23 ▼-0.7%16,6510.9%ETFSYKStryker$3,223$10 ▼-0.3%8,9520.9%MedicalMSFTMicrosoft$2,687$137 ▼-4.9%6,3750.7%Computer and TechnologyKKellanova$2,6320.0%32,5040.7%Consumer DiscretionaryCATCaterpillar$1,815$4 ▼-0.2%5,0020.5%Industrial ProductsVDCVanguard Consumer Staples ETF$1,764$15 ▲0.8%8,3430.5%ETFPGProcter & Gamble$1,697$1 ▲0.0%10,1250.5%Consumer StaplesQQQInvesco QQQ$1,675$1,675 ▲New Holding3,2760.5%FinanceVOEVanguard Mid-Cap Value ETF$1,547$29 ▼-1.8%9,5640.4%ETFMCDMcDonald's$1,4820.0%5,1130.4%Retail/WholesaleQCOMQUALCOMM$1,4140.0%9,2070.4%Computer and TechnologyVTVVanguard Value ETF$1,398$8 ▲0.6%8,2560.4%ETFCVXChevron$1,281$1 ▼0.0%8,8450.4%Oils/EnergyBRK.BBerkshire Hathaway$1,2540.0%2,7660.3%FinanceMRKMerck & Co., Inc.$1,2320.0%12,3840.3%MedicalVIGVanguard Dividend Appreciation ETF$1,217$41 ▼-3.2%6,2140.3%ETFEFAiShares MSCI EAFE ETF$1,200$10 ▲0.8%15,8680.3%FinancePFEPfizer$1,195$372 ▼-23.7%45,0540.3%MedicalDVYiShares Select Dividend ETF$1,191$2 ▲0.2%9,0700.3%ETFVZVerizon Communications$1,133$0 ▲0.0%28,3310.3%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$984$15 ▼-1.5%19,6290.3%ETFUPSUnited Parcel Service$950$1 ▲0.1%7,5320.3%TransportationQUALiShares MSCI USA Quality Factor ETF$928$89 ▼-8.8%5,2130.3%ETFPEPPepsiCo$906$4 ▼-0.5%5,9550.3%Consumer StaplesAEPAmerican Electric Power$8420.0%9,1240.2%UtilitiesVVisa$8230.0%2,6040.2%Business ServicesMETAMeta Platforms$810$2 ▼-0.2%1,3840.2%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$808$3 ▲0.3%11,5470.2%ETFVAWVanguard Materials ETF$782$1 ▲0.1%4,1660.2%ETFJPMJPMorgan Chase & Co.$7690.0%3,2090.2%FinanceMOAltria Group$744$0 ▲0.0%14,2200.2%Consumer StaplesKOCoca-Cola$684$69 ▼-9.2%10,9790.2%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$6790.0%5,1560.2%ETFSCHFSchwab International Equity ETF$639$326 ▲104.4%34,5590.2%ETFUSBU.S. Bancorp$639$0 ▲0.0%13,3590.2%FinanceCSCOCisco Systems$6280.0%10,6070.2%Computer and TechnologyKMBKimberly-Clark$6270.0%4,7870.2%Consumer StaplesLMTLockheed Martin$6130.0%1,2620.2%AerospacePFGPrincipal Financial Group$6050.0%7,8150.2%FinanceCLXClorox$6050.0%3,7250.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$6010.0%1,0250.2%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$591$183 ▼-23.6%11,8860.2%ManufacturingRTXRTX$584$0 ▲0.1%5,0490.2%AerospaceBMYBristol-Myers Squibb$5630.0%9,9500.2%MedicalPMPhilip Morris International$5440.0%4,5230.2%Consumer StaplesDUKDuke Energy$5180.0%4,8100.1%UtilitiesGLDSPDR Gold Shares$504$7 ▼-1.4%2,0830.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$5000.0%4,0000.1%ETFGOOGLAlphabet$485$1 ▲0.1%2,5640.1%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$470$35 ▼-6.9%6,6410.1%ETFTDToronto-Dominion Bank$4140.0%7,7710.1%FinanceAMGNAmgen$4090.0%1,5680.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$402$0 ▲0.1%3,1680.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$3790.0%10,2050.1%ETFEFGiShares MSCI EAFE Growth ETF$374$31 ▼-7.6%3,8650.1%ETFBXBlackstone$353$0 ▲0.1%2,0470.1%FinanceNFGNational Fuel Gas$3450.0%5,6780.1%Oils/EnergyDOWDOW$3320.0%8,2700.1%Basic MaterialsGISGeneral Mills$3320.0%5,2010.1%Consumer StaplesVTIVanguard Total Stock Market ETF$332$76 ▼-18.6%1,1470.1%ETFAMATApplied Materials$3200.0%1,9650.1%Computer and TechnologyAMZNAmazon.com$320$1 ▼-0.4%1,4600.1%Retail/WholesaleGILDGilead Sciences$2920.0%3,1600.1%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$282$218 ▲339.0%10,1110.1%ETFNULVNuveen ESG Large-Cap Value ETF$276$6 ▲2.1%7,0220.1%ETFMOATVanEck Morningstar Wide Moat ETF$271$1 ▲0.4%2,9180.1%ETFETEnergy Transfer$257$0 ▲0.2%13,1320.1%Oils/EnergyGDGeneral Dynamics$2540.0%9630.1%AerospaceNULGNuveen ESG Large-Cap Growth ETF$252$0 ▲0.1%2,9360.1%ETFAVGOBroadcom$244$244 ▲New Holding1,0540.1%Computer and TechnologyTTETotalEnergies$2300.0%4,2240.1%Oils/EnergyEPDEnterprise Products Partners$2210.0%7,0340.1%Oils/EnergyBSVVanguard Short-Term Bond ETF$218$41 ▼-15.9%2,8210.1%ETFPSXPhillips 66$2070.0%1,8150.1%Oils/EnergySPDWSPDR Portfolio Developed World ex-US ETF$200$3 ▲1.4%5,8650.1%ETFWMTWalmart$200$200 ▲New Holding2,2140.1%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$0$623 ▼-100.0%00.0%ETFINTCIntel$0$525 ▼-100.0%00.0%Computer and TechnologyNUVNuveen Municipal Value Fund$0$319 ▼-100.0%00.0%FinanceWDCWestern Digital$0$221 ▼-100.0%00.0%Computer and TechnologyJNJJohnson & Johnson$0$220 ▼-100.0%00.0%MedicalMDLZMondelez International$0$218 ▼-100.0%00.0%Consumer StaplesShowing 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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