Wolff Financial Management LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 102 total positions held by the firm, managed from its office in Kalamazoo, Michigan.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several Vanguard and SPDR funds comprising the bulk of the holdings. The top individual stock positions include Apple Inc., with 17,660 shares; Broadcom Inc., with 1,070 shares; and Eli Lilly & Co., with 7,834 shares.
Other notable individual stock holdings include Microsoft Corporation (8,166 shares), NVIDIA Corporation (1,850 shares), and Taiwan Semiconductor Manufacturing Sponsored ADS (808 shares). The filing also lists significant positions in energy companies such as Enterprise Products Partners L.P. (7,034 shares) and TotalEnergies SE (4,224 shares).
The report was signed by Counsel Ashleigh Swayze on October 22, 2026.
