Wolff Financial Management LLC — 13F holdings

Wolff Financial Management LLC reported 102 holdings worth $494M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $50.8M (10.3%)
  2. VEA VANGUARD TAX-MANAGED FDS — $49.6M (10.0%)
  3. DGRO ISHARES TR — $42.3M (8.6%)
  4. SDY SPDR SERIES TRUST — $38.9M (7.9%)
  5. VYM VANGUARD WHITEHALL FDS — $34.7M (7.0%)
  6. VB VANGUARD INDEX FDS — $34.6M (7.0%)
  7. VCSH VANGUARD SCOTTSDALE FDS — $33.6M (6.8%)
  8. VO VANGUARD INDEX FDS — $28.8M (5.8%)
  9. VGSH VANGUARD SCOTTSDALE FDS — $21.9M (4.4%)
  10. VCRB VANGUARD MALVERN FDS — $16.7M (3.4%)