Wolfstich Capital, LLC

Q2 2026 13F-HR Holdings

Location
Medfield, MA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$129,518
Net value change ($000)
+15,229 (13.3%)
New positions
5
Sold out positions
31
Turnover %
35.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFCF 14,082 NEW
DFUV 6,094 NEW
DFSD 4,881 25.0%
DUSB 3,816 54.1%
DFAC 3,733 13.7%
DFAX 3,640 14.9%
SCHWAB STRATEGIC TRUST 1,642 NEW
DUHP 768 37.1%
DFGR 393 NEW
DFIV 372 NEW
Top Reduces (Value $000, Stocks/ETFs)
SGVT -2,472 -100.0%
FEGE -2,285 -100.0%
SCHY -2,212 -100.0%
IBMO -2,020 -100.0%
IBMP -1,672 -100.0%
DFLV -1,047 -46.0%
IBMQ -929 -100.0%
AWR -889 -100.0%
TROW -753 -100.0%
ABBV -704 -100.0%
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