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Wolfstich Capital, LLC

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13F filer, CIK 2047009, MEDFIELD, MA

Wolfstich Capital, LLC reported $108,523,110 across 17 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 95.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002047009-26-000001

Period
2025-12-31
Reported value
$109M
Holdings
17
Top 10 weight
95.43%
New
8
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSDnew+458,208$22M
DFACadded+336,935$13.3M
DFAXadded+401,349$13.1M
DUSBnew+143,435$7.26M
DFLVnew+182,361$6.24M

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
DFCFexited-178,694-$7.64M
IBMexited-6,411-$1.81M
VIGexited-6,186-$1.33M
DFSUreduced-18,243-$792K
SCHDexited-18,051-$493K

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, Q4 2025

Share positions as resolved from 13F-HR 0002047009-26-000001, largest first. % of portfolio is the value over $108,523,110, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 805,473 shares; 2025Q1: 805,473 shares; 2025Q2: 401,502 shares; 2025Q3: 401,502 shares; 2025Q4: 738,437 shares 738,437$29.2M26.94%+336,935Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625,980 shares; 2025Q1: 625,980 shares; 2025Q2: 394,556 shares; 2025Q3: 394,556 shares; 2025Q4: 795,905 shares 795,905$26M24%+401,349Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280,676 shares; 2025Q1: 280,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458,208 shares 458,208$22M20.25%newTimeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,915 shares; 2025Q1: 41,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,435 shares 143,435$7.26M6.69%newTimeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,361 shares 182,361$6.24M5.75%newTimeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,222 shares 87,222$4.72M4.35%newTimeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,553 shares; 2025Q1: 130,553 shares; 2025Q2: 83,251 shares; 2025Q3: 83,251 shares; 2025Q4: 70,418 shares 70,418$2.68M2.47%-12,833Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,313 shares; 2025Q1: 81,313 shares; 2025Q2: 71,217 shares; 2025Q3: 71,217 shares; 2025Q4: 71,217 shares 71,217$2.12M1.96%0Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277,702 shares; 2025Q1: 277,702 shares; 2025Q2: 57,254 shares; 2025Q3: 57,254 shares; 2025Q4: 39,011 shares 39,011$1.69M1.56%-18,243Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares; 2025Q4: 4,744 shares 4,744$1.59M1.47%+822Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,453 shares 108,453$1.58M1.45%newTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,198 shares 23,198$1.16M1.07%newTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,427 shares 32,427$889K0.82%newTimeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares; 2025Q4: 4,253 shares 4,253$375K0.35%+229Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 2,890 shares 2,890$350K0.32%-207Timeline
SGVTSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315,901 shares 315,901$316K0.29%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares 1,203$296K0.27%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
DFCFDIMENSIONAL ETF TRUST178,694$7.64Mshares
IBMINTERNATIONAL BUSINESS MACHS6,411$1.81Mshares
VIGVANGUARD SPECIALIZED FUNDS6,186$1.33Mshares
SCHDSCHWAB STRATEGIC TR18,051$493Kshares

How Q4 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 0002047009-26-000001 base2026-01-14acceptance time not in the bulk data set