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Wolfstich Capital, LLC Top Holdings and 13F Report (2025)

About Wolfstich Capital, LLC

Investment Activity

  • Wolfstich Capital, LLC has $112.78 million in total holdings as of December 31, 2024.
  • Wolfstich Capital, LLC owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofWolfstich Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$27,861,315805,47324.7%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$15,561,872625,98013.8%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$13,158,096280,67611.7%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$10,524,911277,7029.3%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$7,771,976324,3736.9%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$7,219,962299,9576.4%ETF
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$6,860,278294,1806.1%Manufacturing
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$4,646,766186,6174.1%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$4,411,388130,5533.9%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$3,716,29691,7833.3%ETF
DIMENSIONAL ETF TRUST
$2,120,48141,9151.9%ULTRASHORT FIXED
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$1,879,95681,3131.7%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$1,527,5996,9491.4%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$945,3603,2620.8%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$941,57422,8150.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$886,7184,5280.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$701,90625,6920.6%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$625,17810,1920.6%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$324,8443,0970.3%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$313,0274,0240.3%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$290,1201,3130.3%Finance
DFSI
Dimensional International Sustainability Core 1 ETF
$248,9057,5770.2%ETF
DIMENSIONAL ETF TRUST
$246,4043,7740.2%US LARGE CAP VEC

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data