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Wolfstich Capital, LLC

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13F filer, CIK 2047009, MEDFIELD, MA

Wolfstich Capital, LLC reported $129,518,344 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 94.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002047009-26-000003

Period
2026-06-30
Reported value
$130M
Holdings
19
Top 10 weight
94.52%
New
5
Sold out
31

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFnew+333,767$14.1M
DFUVnew+111,097$6.09M
DFSDadded+102,056$4.87M
DUSBadded+74,841$3.8M
SCHFnew+51,215$1.64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SGVTexited-2,471,981-$2.47M
FEGEexited-28,325-$2.28M
SCHYexited-71,217-$2.21M
IBMOexited-83,383-$2.02M
IBMPexited-69,073-$1.67M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002047009-26-000003, largest first. % of portfolio is the value over $129,518,344, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 805,473 shares; 2025Q1: 805,473 shares; 2025Q2: 401,502 shares; 2025Q3: 401,502 shares; 2025Q4: 738,437 shares; 2026Q1: 711,057 shares; 2026Q2: 699,586 shares 699,586$31M23.9%-11,471Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 625,980 shares; 2025Q1: 625,980 shares; 2025Q2: 394,556 shares; 2025Q3: 394,556 shares; 2025Q4: 795,905 shares; 2026Q1: 740,511 shares; 2026Q2: 764,422 shares 764,422$28M21.65%+23,911Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 280,676 shares; 2025Q1: 280,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458,208 shares; 2026Q1: 409,693 shares; 2026Q2: 511,749 shares 511,749$24.4M18.87%+102,056Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,815 shares; 2025Q1: 22,815 shares; 2025Q2: 178,694 shares; 2025Q3: 178,694 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333,767 shares 333,767$14.1M10.87%newTimeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,915 shares; 2025Q1: 41,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,435 shares; 2026Q1: 139,231 shares; 2026Q2: 214,072 shares 214,072$10.9M8.39%+74,841Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,097 shares 111,097$6.09M4.7%newTimeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 130,553 shares; 2025Q1: 130,553 shares; 2025Q2: 83,251 shares; 2025Q3: 83,251 shares; 2025Q4: 70,418 shares; 2026Q1: 57,708 shares; 2026Q2: 68,190 shares 68,190$2.84M2.19%+10,482Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 277,702 shares; 2025Q1: 277,702 shares; 2025Q2: 57,254 shares; 2025Q3: 57,254 shares; 2025Q4: 39,011 shares; 2026Q1: 38,319 shares; 2026Q2: 38,058 shares 38,058$1.79M1.38%-261Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 6,411 shares; 2025Q3: 6,411 shares; 2025Q4: not reported; 2026Q1: 5,862 shares; 2026Q2: 5,753 shares 5,753$1.67M1.29%-109Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,215 shares 51,215$1.64M1.27%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,692 shares; 2025Q1: 25,692 shares; 2025Q2: 18,051 shares; 2025Q3: 18,051 shares; 2025Q4: not reported; 2026Q1: 60,085 shares; 2026Q2: 43,231 shares 43,231$1.4M1.08%-16,854Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,453 shares; 2026Q1: 108,453 shares; 2026Q2: 86,462 shares 86,462$1.39M1.07%-21,991Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,528 shares; 2025Q1: 4,528 shares; 2025Q2: 6,186 shares; 2025Q3: 6,186 shares; 2025Q4: not reported; 2026Q1: 5,581 shares; 2026Q2: 5,581 shares 5,581$1.33M1.03%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,361 shares; 2026Q1: 64,856 shares; 2026Q2: 30,907 shares 30,907$1.23M0.95%-33,949Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,388 shares 13,388$393K0.3%newTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,198 shares; 2026Q1: not reported; 2026Q2: 6,771 shares 6,771$372K0.29%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares 1,203$358K0.28%0Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares; 2025Q4: 4,253 shares; 2026Q1: 3,744 shares; 2026Q2: 3,501 shares 3,501$340K0.26%-243Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 2,890 shares; 2026Q1: 2,793 shares; 2026Q2: 2,219 shares 2,219$293K0.23%-574Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SGVTSCHWAB STRATEGIC TR2,471,981$2.47Mshares
FEGERBB FUND TRUST28,325$2.28Mshares
SCHYSCHWAB STRATEGIC TR71,217$2.21Mshares
IBMOISHARES TR83,383$2.02Mshares
IBMPISHARES TR69,073$1.67Mshares
IBMQISHARES TR36,753$929Kshares
AWRAMER STATES WTR CO11,582$889Kshares
TROWPRICE T ROWE GROUP INC8,462$753Kshares
ABBVABBVIE INC3,302$704Kshares
VZVERIZON COMMUNICATIONS INC13,917$700Kshares
DEXCDIMENSIONAL ETF TRUST56,590$654Kshares
MDLZMONDELEZ INTL INC10,864$633Kshares
DFAWDIMENSIONAL ETF TRUST16,081$618Kshares
CVXCHEVRON CORPORATION2,646$558Kshares
PGPROCTER & GAMBLE CO3,677$532Kshares
JNJJOHNSON & JOHNSON2,113$512Kshares
ACNACCENTURE PLC IRELAND2,292$453Kshares
CNQCANADIAN NAT RES LTD MED TER9,103$449Kshares
OKEONEOK INC NEW4,805$447Kshares
PEPPEPSICO INC2,803$440Kshares
CLXCLOROX CO DEL4,091$419Kshares
ORIOLD REP INTL CORP9,528$380Kshares
KOCOCA COLA CO4,820$368Kshares
PSXPHILLIPS 661,891$349Kshares
AUBATLANTIC UN BANKSHARES CORP9,450$328Kshares
TGTTARGET CORP2,521$299Kshares
CMCSACOMCAST CORP NEW9,727$281Kshares
IBMRISHARES TR12,019$279Kshares
ADPAUTOMATIC DATA PROCESSING IN1,334$274Kshares
MOALTRIA GROUP INC3,748$251Kshares
BDXBECTON DICKINSON & CO1,506$233Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002047009-26-000003 base2026-07-24acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002047009-26-000003 Quarter ended 2026-06-302026-07-24acceptance time not in the bulk data set
13F-HR 0002047009-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0002047009-26-000001 Quarter ended 2025-12-312026-01-14acceptance time not in the bulk data set
13F-HR 0002047009-25-000002 Quarter ended 2025-09-302025-10-15acceptance time not in the bulk data set
13F-HR 0001085146-25-003761 Quarter ended 2025-06-302025-07-11acceptance time not in the bulk data set
13F-HR/A 0001085146-25-003419 Quarter ended 2025-03-312025-06-02acceptance time not in the bulk data set
13F-HR/A 0001085146-25-003159 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001085146-25-002580 Quarter ended 2025-03-312025-05-05acceptance time not in the bulk data set
13F-HR 0001085146-25-000836 Quarter ended 2024-12-312025-02-06acceptance time not in the bulk data set