Wolfstich Capital, LLC

Q4 2025 13F-HR Holdings

Location
Medfield, MA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$108,523
Net value change ($000)
+59,517 (121.4%)
New positions
8
Sold out positions
4
Turnover %
51.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFSD 21,971 NEW
DFAC 13,749 88.8%
DFAX 13,669 110.4%
DUSB 7,265 NEW
DFLV 6,239 NEW
DFGP 4,716 NEW
SCHK 1,578 NEW
DFIV 1,158 NEW
SCHB 889 NEW
SGVT 316 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFCF -7,641 -100.0%
IBM -1,809 -100.0%
VIG -1,335 -100.0%
DFSU -738 -30.3%
SCHD -493 -100.0%
DUHP -466 -14.8%
ESGV -17 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type