Wolfstich Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Wolfstich Capital, LLC reported 19 stock positions worth $129.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.9% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 21.7%) and Dimensional Short Duration (DFSD, 18.9%). Compared with Q1 2026, it opened 5 new positions, sold out of 31, added to 4 and reduced 8. The biggest buy was a new position in Dimensional Core Fixed (DFCF) and the biggest sale an exit from Schwab Govt Money Market ETF (SGVT).
- Most Recent 13F
- Q2 2026
- Location
- MEDFIELD, MA
- CIK
- 0002047009
- Portfolio Value
- $129.5M (Q2 2026)
- SEC Filing
- 0002047009-26-000003 ↗ filed Jul 24, 2026
Holdings Value
Holdings 19 stocks · $129.5M
| DFAC Dimensional US Core Equity 2 | 23.90% | 699,586 | $31.0M | Reduce -1.6% |
| DFAX Dimensional World Ex US Core | 21.65% | 764,422 | $28.0M | Add +3.2% |
| DFSD Dimensional Short Duration | 18.87% | 511,749 | $24.4M | Add +24.9% |
| DFCF Dimensional Core Fixed Inc. | 10.87% | 333,767 | $14.1M | New |
| DUSB Dimension Ultrashort Fi ETF | 8.39% | 214,072 | $10.9M | Add +53.8% |
| DFUV Dimensional US Marketwide Va | 4.70% | 111,097 | $6.1M | New |
| DUHP Dimensional US High Profi Et | 2.19% | 68,190 | $2.8M | Add +18.2% |
| DFSU Dimensional US Sus CORE1 ETF | 1.38% | 38,058 | $1.8M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.29% | 5,753 | $1.7M | Reduce -1.9% |
| SCHF Schwab Intl Equity ETF | 1.27% | 51,215 | $1.6M | New |
| SCHD Schwab US DVD Equity ETF | 1.08% | 43,231 | $1.4M | Reduce -28.1% |
| SCHK Schwab 1000 Index ETF | 1.07% | 86,462 | $1.4M | Reduce -20.3% |
| VIG Vanguard Dividend Apprec ETF | 1.03% | 5,581 | $1.3M | No change |
| DFLV Dim US Large Cap Value ETF | 0.95% | 30,907 | $1.2M | Reduce -52.4% |
| DFGR Dim Global Real Estate ETF | 0.30% | 13,388 | $393K | New |
| DFIV Dimensional International Va | 0.29% | 6,771 | $372K | New |
| IWM iShares Russell 2000 ETF | 0.28% | 1,203 | $358K | No change |
| DLN Wisdomtree US Largecap Divid | 0.26% | 3,501 | $340K | Reduce -6.5% |
| ESGV Vanguard ESG US Stock ETF | 0.23% | 2,219 | $293K | Reduce -20.6% |
Portfolio Sells Q1 2026 → Q2 2026
| SGVT Schwab Govt Money Market ETF | Sold out | 0.00% | −2.16 |
| FEGE First Eagle GL Equity ETF | Sold out | 0.00% | −2.00 |
| SCHY Schwab International DVD ETF | Sold out | 0.00% | −1.94 |
| IBMO iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −1.77 |
| IBMP iShares Ibonds Dec 2027 Term | Sold out | 0.00% | −1.46 |
| DFLV Dim US Large Cap Value ETF | Reduce -52.4% | 0.95% | −1.04 |
| IBMQ iShares Ibonds Dec 2028 Muni | Sold out | 0.00% | −0.81 |
| AWR American States Water Co. | Sold out | 0.00% | −0.78 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.66 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.62 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.61 |
| DEXC Dimensional Em Ex Cce ETF | Sold out | 0.00% | −0.57 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.55 |
| DFAW Dimensional World Eqty ETF | Sold out | 0.00% | −0.54 |
| SCHD Schwab US DVD Equity ETF | Reduce -28.1% | 1.08% | −0.52 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.49 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.47 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.45 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.40 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.39 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.39 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.38 |
| CLX Clorox Company | Sold out | 0.00% | −0.37 |
| ORI Old Republic Intl Corp. | Sold out | 0.00% | −0.33 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.32 |
| PSX Phillips 66 | Sold out | 0.00% | −0.31 |
| AUB Atlantic Union Bankshares Co. | Sold out | 0.00% | −0.29 |
| TGT Target Corp. | Sold out | 0.00% | −0.26 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.25 |
| IBMR iShares Ibonds Dec 2029 M BD | Sold out | 0.00% | −0.24 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.24 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.22 |
| SCHK Schwab 1000 Index ETF | Reduce -20.3% | 1.07% | −0.21 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.20 |
| ESGV Vanguard ESG US Stock ETF | Reduce -20.6% | 0.23% | −0.04 |
| DLN Wisdomtree US Largecap Divid | Reduce -6.5% | 0.26% | −0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.7% | 1.38% | +0.04 |
| IBM Intl Business Machines Corp. | Reduce -1.9% | 1.29% | +0.07 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.6% | 23.90% | +0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| DFCF Dimensional Core Fixed Inc. | New | 10.87% | +10.87 |
| DFUV Dimensional US Marketwide Va | New | 4.70% | +4.70 |
| DUSB Dimension Ultrashort Fi ETF | Add +53.8% | 8.39% | +2.22 |
| DFSD Dimensional Short Duration | Add +24.9% | 18.87% | +1.76 |
| SCHF Schwab Intl Equity ETF | New | 1.27% | +1.27 |
| DUHP Dimensional US High Profi Et | Add +18.2% | 2.19% | +0.38 |
| DFGR Dim Global Real Estate ETF | New | 0.30% | +0.30 |
| DFAX Dimensional World Ex US Core | Add +3.2% | 21.65% | +0.30 |
| DFIV Dimensional International Va | New | 0.29% | +0.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $129.5M | DFAC, DFAX, DFSD, DFCF, DUSB |
| Q1 2026 | 45 | $114.3M | DFAC, DFAX, DFSD, DUSB, SGVT |
| Q4 2025 | 17 | $108.5M | DFAC, DFAX, DFSD, DUSB, DFLV |
| Q3 2025 | 13 | $49.0M | DFAC, DFAX, DFCF, DUHP, DFSU |
| Q2 2025 | 13 | $45.6M | DFAC, DFAX, DFCF, DUHP, DFSU |
| Q1 2025Amended | 23 | $110.6M | DFAC, DFAX, DFSD, DFSU, IBDS |
| Q4 2024 | 23 | $112.8M | DFAC, DFAX, DFSD, DFSU, IBDS |