Wolfstich Capital, LLC

Registered adviser

CIK

2047009

Location

MEDFIELD, MA

Portfolio Value

Small $100,447,103

Diversification

Highly concentrated

Filing Date

Global Rank

#7,721 / 8,811 ▼ 321 · as of Jun 2026

Top Industry

Credit Services 74.1%

3Y Alpha vs SPY

-2.5%

Period ended 21 days ago

Filed Oct 14, 2026 · 7d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 146026

Roster of Oct 1, 2026

Regulatory AUM

$162,101,000

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$162,101,000	Individuals and high net worth (96%)
Jul 2025 to Jan 2026	$148,881,324	Individuals and high net worth (100%)
Feb 2025 to Jun 2025	$144,641,000	Individuals and high net worth (95%)
Feb 2024 to Jan 2025	$128,645,254	Individuals and high net worth (95%)
May 2023 to Jan 2024	$119,834,625	Individuals and high net worth (95%)
Feb 2023 to Apr 2023	$119,834,625	Individuals and high net worth (95%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% of the book (60%+)

Turnover

Medium turnover

46.9% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 4.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 98.7%; sector active share 89.4% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

20 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

84.6%

−8.4 pts

Top 5

98.1%

−1.9 pts

Top 10

100.0%

0.0 pts

HHI

7,217

Highly concentrated−1,454

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.2%	$95,660,755	18
Financial Services	3.5%	$3,545,503	1
Technology	1.2%	$1,240,845	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
IWM	iShares Russell 2000 ETF	+541,257	542,460	$0
VIG	Vanguard Specialized Funds	+6,440	12,021	$2,804,619
SCHD	Schwab U.S. Dividend Equity ETF	+3,582	46,813	$1,522,826
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−157,126	542,460	$24,112,347
DFSD	Dimensional Short-Duration Fixed Income ETF	−151,351	360,398	$16,748,415
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−135,273	629,149	$23,291,095
DFUV	Dimensional U.S. Marketwide Value ETF	−46,113	64,984	$3,574,120
DUHP	Dimensional US High Profitability ETF	−22,756	45,434	$1,904,138
DUSB	Dimensional Ultrashort Fixed Income ETF	−22,459	191,613	$9,674,540
SCHF	Schwab International Equity ETF	−11,677	39,538	$1,086,108
SCHK	Schwab 1000 Index ETF	−10,979	75,483	$2,767,206
DFLV	Dimensional US Large Cap Value ETF	−9,271	21,636	$869,118
DFSU	Dimensional US Sustainability Core 1 ETF	−300	37,758	$1,781,044
IBM	International Business Machines Corp	−111	5,642	$1,240,845
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MCVT		129,580	$3,545,503
DCOR	Dimensional ETF Trust	36,988	$3,057,428
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	4,710	$1,762,670
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	5,347	$404,340
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DFCF	Dimensional Core Fixed Income ETF	333,767	$14,088,305
DFGR	Dimensional Global Real Estate ETF	13,388	$387,850
DFIV	Dimensional International Value ETF	6,771	$365,769
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $100,447,103 total · filing declares 21 positions · $123,196,894 · as of Sep 30, 2026

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	542,460	-157,126	$24,112,347	−22.3%	24.01%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	629,149	-135,273	$23,291,095	−17.3%	23.19%
DFSD	Dimensional Short-Duration Fixed Income ETF	Reduced	360,398	-151,351	$16,748,415	−31.5%	16.67%
DUSB	Dimensional Ultrashort Fixed Income ETF	Reduced	191,613	-22,459	$9,674,540	−11.0%	9.63%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	64,984	-46,113	$3,574,120	−41.5%	3.56%
MCVT	Financial Services	NEW	129,580	NEW	$3,545,503	NEW	3.53%
DCOR	Dimensional ETF Trust	NEW	36,988	NEW	$3,057,428	NEW	3.04%
VIG	Vanguard Specialized Funds	Added	12,021	+6,440	$2,804,619	+112.4%	2.79%
SCHK	Schwab 1000 Index ETF	Reduced	75,483	-10,979	$2,767,206	−11.2%	2.75%
DUHP	Dimensional US High Profitability ETF	Reduced	45,434	-22,756	$1,904,138	−33.1%	1.90%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	37,758	-300	$1,781,044	+0.4%	1.77%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	NEW	4,710	NEW	$1,762,670	NEW	1.75%
SCHD	Schwab U.S. Dividend Equity ETF	Added	46,813	+3,582	$1,522,826	+11.1%	1.52%
IBM	International Business Machines Corp Technology	Reduced	5,642	-111	$1,240,845	−23.3%	1.24%
SCHF	Schwab International Equity ETF	Reduced	39,538	-11,677	$1,086,108	−23.4%	1.08%
DFLV	Dimensional US Large Cap Value ETF	Reduced	21,636	-9,271	$869,118	−28.9%	0.87%
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	NEW	5,347	NEW	$404,340	NEW	0.40%
ESGV	VANGUARD ESG U.S. STOCK ETF	Held	2,219	0	$300,741	+2.5%	0.30%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Held	3,501	0	$0	—	0.00%
IWM	iShares Russell 2000 ETF	Added	542,460	+541,257	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.