Institutional Investor · CIK 0002047009
WOLFSTICH CAPITAL, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
18
Total Value
$129.23M
Total Shares
2.99M
Latest Filing
Jul 24, 2026
CIK
0002047009
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 699,586 | $30.96M | 0.0656% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 764,422 | $28.05M | 0.2350% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 511,749 | $24.44M | 0.3495% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 333,767 | $14.08M | 0.1274% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 214,072 | $10.87M | 0.5070% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 111,097 | $6.09M | 0.0403% | SH | — | View | |
Dimensional - US High…(DUHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 68,190 | $2.84M | 0.0228% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 38,058 | $1.79M | 0.0812% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-24 | 5,753 | $1.67M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 51,215 | $1.64M | 0.0021% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 43,231 | $1.40M | 0.0015% | SH | — | View | |
Schwab 1000 Index ETF(SCHK) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 86,462 | $1.39M | 0.0546% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,581 | $1.33M | 0.0010% | SH | — | View | |
Dimensional - US Large…(DFLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 30,907 | $1.23M | 0.0196% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 13,388 | $392.80K | 0.0107% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 6,771 | $371.52K | 0.0020% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,203 | $357.99K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 3,501 | $340.09K | 0.0056% | SH | — | View |
Showing 1 to 18 of 18 results
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