Skip to content
Disclosery

Wolfstich Capital, LLC

Follow

13F filer, CIK 2047009, MEDFIELD, MA

Wolfstich Capital, LLC reported $49,005,600 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-15. Its ten largest share positions make up 97.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002047009-25-000002

Period
2025-09-30
Reported value
$49M
Holdings
13
Top 10 weight
97.94%
New
0
Sold out
0

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002047009-25-000002, largest first. % of portfolio is the value over $49,005,600, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 805,473 shares; 2025Q1: 805,473 shares; 2025Q2: 401,502 shares; 2025Q3: 401,502 shares 401,502$15.5M31.6%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625,980 shares; 2025Q1: 625,980 shares; 2025Q2: 394,556 shares; 2025Q3: 394,556 shares 394,556$12.4M25.26%0Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,815 shares; 2025Q1: 22,815 shares; 2025Q2: 178,694 shares; 2025Q3: 178,694 shares 178,694$7.64M15.59%0Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,553 shares; 2025Q1: 130,553 shares; 2025Q2: 83,251 shares; 2025Q3: 83,251 shares 83,251$3.14M6.42%0Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277,702 shares; 2025Q1: 277,702 shares; 2025Q2: 57,254 shares; 2025Q3: 57,254 shares 57,254$2.43M4.96%0Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,313 shares; 2025Q1: 81,313 shares; 2025Q2: 71,217 shares; 2025Q3: 71,217 shares 71,217$1.99M4.06%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 6,411 shares; 2025Q3: 6,411 shares 6,411$1.81M3.69%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,528 shares; 2025Q1: 4,528 shares; 2025Q2: 6,186 shares; 2025Q3: 6,186 shares 6,186$1.33M2.72%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares 3,922$1.29M2.63%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,692 shares; 2025Q1: 25,692 shares; 2025Q2: 18,051 shares; 2025Q3: 18,051 shares 18,051$493K1.01%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares 3,097$367K0.75%0Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares 4,024$350K0.71%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares 1,203$291K0.59%0Timeline

How Q3 2025 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 0002047009-25-000002 base2025-10-15acceptance time not in the bulk data set