StockDriftsStockDriftsTop 45 Wolfstich Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.82% | 711.1K | $27.2M | -3.71%(-27.38K) | $36.56(+18.23%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 21.36% | 740.5K | $24.4M | -6.96%(-55.39K) | $29.02(+29.29%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 17.11% | 409.7K | $19.6M | -10.59%(-48.52K) | $47.60(+0.60%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 6.17% | 139.2K | $7.1M | -2.93%(-4.20K) | $50.70(+0.27%) | 2026-03-31 | |
| SGVT | SCHWAB STRATEGIC TR | 2.16% | 2.47M | $2.5M | +682.52%(+2.16M) | $100.60(-0.01%) | 2026-03-31 | |
| FEGE | RBB FUND TRUST | 2% | 28.3K | $2.3M | new | $46.51(+7.39%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 1.99% | 64.9K | $2.3M | -64.44%(-117.50K) | $33.56(+14.08%) | 2026-03-31 | |
| SCHY | SCHWAB STRATEGIC TR | 1.94% | 71.2K | $2.2M | +0.00%(+0) | $24.65(+31.22%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 1.81% | 57.7K | $2.1M | -18.05%(-12.71K) | $33.93(+17.60%) | 2026-03-31 | |
| IBMO | ISHARES TR | 1.77% | 83.4K | $2.0M | new | $25.63(-0.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.59% |
| Top 20 Holdings Unweighted | +11.01% | +36.81% |
Sign up free to track Wolfstich Capital, LLC, compare funds side by side, and get alerts the moment positions change.