§ 13F · FUND PROFILE
Wolff Financial Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $387K (13F)Positions · 98Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$666K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 722K | $46M | 10.2% | +1% |
| 2 | VUG | VANGUARD INDEX FDS | 93K | $41M | 9.0% | +2% |
| 3 | DGRO | ISHARES TR | 567K | $40M | 8.8% | +3% |
| 4 | SDY | SPDR SERIES TRUST | 260K | $38M | 8.4% | +2% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 224K | $33M | 7.3% | +2% |
| 6 | VB | VANGUARD INDEX FDS | 123K | $32M | 7.1% | +2% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 400K | $32M | 7.0% | +4% |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 478K | $28M | 6.2% | +4% |
| 9 | VO | VANGUARD INDEX FDS | 91K | $26M | 5.8% | +3% |
| 10 | VCRB | VANGUARD MALVERN FDS | 190K | $15M | 3.2% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOLFF SIGNAL
AC read
Wolff Financial Management LLC is a Other fund managing $387 thousand in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed