Wolfstich Capital, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Wolfstich Capital, LLC reported 13 stock positions worth $49.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 31.6% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 25.3%) and Dimensional Core Fixed (DFCF, 15.6%). Its holdings were unchanged from Q2 2025.
- Most Recent 13F
- Q2 2026
- Location
- MEDFIELD, MA
- CIK
- 0002047009
- Portfolio Value
- $49.0M (Q3 2025)
- SEC Filing
- 0002047009-25-000002 ↗ filed Oct 15, 2025
Holdings Value
Holdings 13 stocks · $49.0M
| DFAC Dimensional US Core Equity 2 | 31.60% | 401,502 | $15.5M | No change |
| DFAX Dimensional World Ex US Core | 25.26% | 394,556 | $12.4M | No change |
| DFCF Dimensional Core Fixed Inc. | 15.59% | 178,694 | $7.6M | No change |
| DUHP Dimensional US High Profi Et | 6.42% | 83,251 | $3.1M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 4.96% | 57,254 | $2.4M | No change |
| SCHY Schwab International DVD ETF | 4.06% | 71,217 | $2.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.69% | 6,411 | $1.8M | No change |
| VIG Vanguard Dividend Apprec ETF | 2.72% | 6,186 | $1.3M | No change |
| VTI VG Morningstar TS MKT ETF-US | 2.63% | 3,922 | $1.3M | No change |
| SCHD Schwab US DVD Equity ETF | 1.01% | 18,051 | $493K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.75% | 3,097 | $367K | No change |
| DLN Wisdomtree US Largecap Divid | 0.71% | 4,024 | $350K | No change |
| IWM iShares Russell 2000 ETF | 0.59% | 1,203 | $291K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
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 |