Institutional Fund
Wolff Financial Management LLC
Kalamazoo, MICIK 17679405 filings on record
Portfolio Value
$452.53M
Q1 2026
Holdings
103
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.8%
from $444.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds10.2%
- Vanguard Index Fds9.0%
- Ishares Tr8.8%
- Spdr Series Trust8.4%
- Vanguard Whitehall Fds7.3%
- Vanguard Index Fds7.1%
- Other49.1%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 722.0K | $46.27M | 10.2% | +10.3K | Added |
| 2 | Vanguard Index Fds | 93.1K | $40.64M | 9.0% | +1.6K | Added |
| 3 | Ishares Tr | 566.6K | $39.77M | 8.8% | +16.8K | Added |
| 4 | Spdr Series Trust | 260.0K | $37.94M | 8.4% | +5.8K | Added |
| 5 | Vanguard Whitehall Fds | 224.1K | $33.19M | 7.3% | +3.8K | Added |
| 6 | Vanguard Index Fds | 123.4K | $32.31M | 7.1% | +3.0K | Added |
| 7 | Vanguard Scottsdale Fds | 400.1K | $31.71M | 7.0% | +14.7K | Added |
| 8 | Vanguard Scottsdale Fds | 478.1K | $27.99M | 6.2% | +19.6K | Added |
| 9 | Vanguard Index Fds | 91.5K | $26.27M | 5.8% | +2.5K | Added |
| 10 | Vanguard Malvern Fds | 189.9K | $14.69M | 3.2% | +16.2K | Added |
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