Wolfstich Capital, LLC

Q3 2026 13F-HR Holdings

Location
Medfield, MA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$123,197
Net value change ($000)
-6,321 (-4.9%)
New positions
6
Sold out positions
4
Turnover %
22.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IWM 23,857 6664.0%
SUIG 3,549 NEW
DFA INVT DIMENSIONS GROUP IN 2,055 NEW
VTI 1,767 NEW
VIG 1,493 112.1%
DFA INVT DIMENSIONS GROUP IN 1,371 NEW
DFA INVT DIMENSIONS GROUP IN 505 NEW
VGUS 265 NEW
SCHD 138 9.9%
ESGV 8 2.7%
Top Reduces (Value $000, Stocks/ETFs)
DFCF -14,082 -100.0%
DFSD -7,695 -31.5%
DFAC -6,742 -21.8%
DFAX -4,599 -16.4%
DUHP -2,836 -100.0%
DFUV -2,497 -41.0%
DUSB -1,198 -11.0%
IBM -425 -25.5%
DFGR -393 -100.0%
DFIV -372 -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