StockDriftsStockDriftsTop 50 Wolff Financial Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 10.27% | 563.6K | $50.8M | -0.04%(-227) | $40.31(+115.57%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.04% | 703.0K | $49.6M | +0.14%(+1.00K) | $42.85(+61.13%) | 2026-09-30 | |
| DGRO | ISHARES TR | 8.56% | 560.9K | $42.3M | -0.62%(-3.48K) | $48.48(+64.39%) | 2026-09-30 | |
| SDY | SPDR SERIES TRUST | 7.87% | 265.6K | $38.9M | +0.86%(+2.27K) | $107.27(+47.74%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 7.02% | 223.5K | $34.7M | +0.34%(+757) | $100.70(+60.63%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 7% | 121.7K | $34.6M | +0.22%(+265) | $184.64(+55.73%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.8% | 435.2K | $33.6M | +3.23%(+13.61K) | $78.88(-1.58%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 5.83% | 367.7K | $28.8M | +0.15%(+560) | $48.37(+67.15%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.43% | 380.7K | $21.9M | -25.81%(-132.43K) | $58.21(-0.74%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.37% | 226.4K | $16.7M | +7.20%(+15.21K) | $77.73(-4.00%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.27% | +49.22% | +6.89% | +39.56% |
| Top 20 Holdings Unweighted | +16.48% | +58.02% | +8.19% | +48.26% |
Wolff Financial Management LLC reports $494.25M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are VUG (10.3%), VEA (10.0%) and DGRO (8.6%). The top 20 holdings account for 85.05% of reported assets. Its disclosed equity book has returned +49.22% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wolff Financial Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767940). View Wolff Financial Management LLC’s 13F filings on SEC