Wolfstich Capital, LLC

Q1 2026 13F-HR Holdings

Location
Medfield, MA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$114,289
Net value change ($000)
+5,766 (5.3%)
New positions
32
Sold out positions
4
Turnover %
27.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FEGE 2,285 NEW
SGVT 2,156 682.3%
IBMO 2,020 NEW
SCHD 1,831 NEW
IBMP 1,672 NEW
IBM 1,391 NEW
VIG 1,176 NEW
IBMQ 929 NEW
AWR 889 NEW
TROW 753 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFGP -4,716 -100.0%
DFLV -3,965 -63.6%
DFSD -2,416 -11.0%
DFAC -2,011 -6.9%
DFAX -1,643 -6.3%
VTI -1,591 -100.0%
DFIV -1,158 -100.0%
SCHB -889 -100.0%
DUHP -610 -22.8%
DUSB -210 -2.9%
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