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