Wolff Financial Management LLC
All 13F Filings
- Location
- Kalamazoo, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 452,529
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 103 | 452,529 | 13F-HR | Wolff Financial Management LLC |
| Q4 2025 | 2/6/2026 | 101 | 444,642 | 13F-HR | Wolff Financial Management LLC |
| Q3 2025 | 10/20/2025 | 101 | 430,766 | 13F-HR | Wolff Financial Management LLC |
| Q2 2025 | 7/9/2025 | 98 | 387,141 | 13F-HR | Wolff Financial Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.61 K | 13.2% | 0 | 241.1 K | -241.1 K |
| ETFs | 392.7 K | 86.8% | 249 K | 0 | 249 K |
| Debt | 228 | 0.1% | 0 | 1 | -1 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
452,529
Holdings
103
QoQ value change ($000)
7,887
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.