Wolff Financial Management LLC
All 13F Filings
- Location
- Kalamazoo, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 501,475
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 106 | 501,475 | 13F-HR | Wolff Financial Management LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.05 K | 13.4% | 7.445 K | 0 | 7.445 K |
| ETFs | 434.2 K | 86.6% | 41.5 K | 0 | 41.5 K |
| Debt | 229 | 0.0% | 1 | 0 | 1 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
501,475
Holdings
106
QoQ value change ($000)
48,946
(10.8%)
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.