§ 13F · FUND PROFILE
Wolff Financial Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $387.1B (13F)Positions · 98Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$444.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 91K | $44.6T | 10.0% | NEW |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 712K | $44.5T | 10.0% | NEW |
| 3 | DGRO | ISHARES TR | 550K | $38.2T | 8.6% | NEW |
| 4 | SDY | SPDR SERIES TRUST | 254K | $35.4T | 8.0% | NEW |
| 5 | VYM | VANGUARD WHITEHALL FDS | 220K | $31.6T | 7.1% | NEW |
| 6 | VB | VANGUARD INDEX FDS | 120K | $31.1T | 7.0% | NEW |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 385K | $30.7T | 6.9% | NEW |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 458K | $26.9T | 6.1% | NEW |
| 9 | VO | VANGUARD INDEX FDS | 89K | $25.8T | 5.8% | NEW |
| 10 | VCRB | VANGUARD MALVERN FDS | 174K | $13.5T | 3.0% | NEW |
§ 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 $387.1 trillion in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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