Wolfstich Capital, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 21 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with Dimensional ETF Trust and Vanguard funds comprising a significant portion of the disclosed assets. Among the largest positions listed are the Dimensional ETF Trust U.S. Core Equity 2 ETF and the Dimensional ETF Trust U.S. Large Value ETF, each holding 542,460 shares. The Dimensional ETF Trust World Ex U.S. Core ETF is also a major holding, with 629,149 shares.
The filing also includes positions in the Schwab Strategic ETFs, specifically the Schwab Strategic TR 1000 Index ETF and the Schwab Strategic TR U.S. Dividend Equity ETF, with 75,483 and 46,813 shares respectively. Additionally, the filing lists shares in the iShares Russell 2000 ETF, the Miller Investment Trust Conv Total Return ETF, and the WisdomTree U.S. LargeCap Dividend fund.
According to the information table, all positions listed are held as sole voting and dispositive power.
