StockDriftsStockDriftsTop 19 Wolfstich Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.9% | 699.6K | $31.0M | -1.61%(-11.47K) | $36.56(+25.80%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 21.65% | 764.4K | $28.0M | +3.23%(+23.91K) | $29.21(+29.64%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 18.87% | 511.7K | $24.4M | +24.91%(+102.06K) | $47.63(-0.44%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.87% | 333.8K | $14.1M | new | $42.14(-1.11%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 8.39% | 214.1K | $10.9M | +53.75%(+74.84K) | $50.71(+0.22%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.7% | 111.1K | $6.1M | new | $51.26(+11.88%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.19% | 68.2K | $2.8M | +18.16%(+10.48K) | $34.68(+22.97%) | 2026-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 1.38% | 38.1K | $1.8M | -0.68%(-261) | $37.54(+30.29%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.29% | 5.8K | $1.7M | -1.86%(-109) | $220.46(+7.18%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.27% | 51.2K | $1.6M | new | $25.84(+9.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.93% |
Wolfstich Capital, LLC reports $129.52M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (23.9%), DFAX (21.6%) and DFSD (18.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +23.84% cumulatively over 6 quarters. Figures reflect the Q2 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 Wolfstich Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047009). View Wolfstich Capital, LLC’s 13F filings on SEC