Institutional Fund
Wolfstich Capital, LLC
Medfield, MACIK 20470097 filings on record
Portfolio Value
$114.29M
Q1 2026
Holdings
45
Reported positions
New Buys
32
Opened this quarter
QoQ Change
+5.3%
from $108.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust23.8%
- Dimensional ETF Trust21.4%
- Dimensional ETF Trust17.1%
- Dimensnl Ultrashrt Fixed6.2%
- Schwab Strategic Tr2.2%
- Rbb Fund Trust2.0%
- Other27.4%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 711.1K | $27.22M | 23.8% | −27.4K | Reduced |
| 2 | Dimensional ETF Trust | 740.5K | $24.41M | 21.4% | −55.4K | Reduced |
| 3 | Dimensional ETF Trust | 409.7K | $19.55M | 17.1% | −48.5K | Reduced |
| 4 | Dimensnl Ultrashrt Fixed | 139.2K | $7.05M | 6.2% | −4.2K | Reduced |
| 5 | Schwab Strategic Tr | 2.47M | $2.47M | 2.2% | +2.16M | Added |
| 6 | Rbb Fund Trust | 28.3K | $2.28M | 2.0% | +28.3K | New |
| 7 | Dimensional ETF Trust | 64.9K | $2.27M | 2.0% | −117.5K | Reduced |
| 8 | Schwab Strategic Tr | 71.2K | $2.21M | 1.9% | 0 | Held |
| 9 | Dimensional ETF Trust | 57.7K | $2.07M | 1.8% | −12.7K | Reduced |
| 10 | Ishares Tr | 83.4K | $2.02M | 1.8% | +83.4K | New |
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