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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Wolff Financial Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Wolff Financial Management LLC (CIK 1767940) reported $452.5M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($46.3M, 10.22%), VUG ($40.6M, 8.98%), DGRO ($39.8M, 8.79%), SDY ($37.9M, 8.38%), VYM ($33.2M, 7.33%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VEAVANGUARD TAX-MANAGED FDS$46.3M10.22%721,999Added
2VUGVANGUARD INDEX FDS$40.6M8.98%93,054Added
3DGROISHARES TR$39.8M8.79%566,631Added
4SDYSPDR SERIES TRUST$37.9M8.38%259,984Added
5VYMVANGUARD WHITEHALL FDS$33.2M7.33%224,100Added
6VBVANGUARD INDEX FDS$32.3M7.14%123,376Added
7VCSHVANGUARD SCOTTSDALE FDS$31.7M7.01%400,080Added
8VGSHVANGUARD SCOTTSDALE FDS$28.0M6.18%478,050Added
9VOVANGUARD INDEX FDS$26.3M5.81%91,482Added
10VCRBVANGUARD MALVERN FDS$14.7M3.25%189,887Added
11VOTVANGUARD INDEX FDS$10.6M2.34%41,083Added
12LLYELI LILLY & CO$7.5M1.67%8,197Added
13SPEMSPDR INDEX SHS FDS$5.9M1.31%126,770Added
14VBKVANGUARD INDEX FDS$5.8M1.29%19,292Trimmed
15RPGINVESCO EXCHANGE TRADED FD T$4.8M1.05%101,986Trimmed
16AAPLAPPLE INC$4.5M0.99%17,572Added
17HDVISHARES TR$4.3M0.95%31,768Trimmed
18VGTVANGUARD WORLD FD$4.0M0.88%5,708Added
19VBRVANGUARD INDEX FDS$3.6M0.79%16,422Trimmed
20CATCATERPILLAR INC$3.5M0.77%4,948Trimmed
21LANCMARZETTI COMPANY$3.4M0.75%24,473Hold
22SYKSTRYKER CORPORATION$3.0M0.67%9,272Added
23MSFTMICROSOFT CORP$2.4M0.53%6,493Added
24QQQINVESCO QQQ TR$1.8M0.40%3,126Hold
25VOEVANGUARD INDEX FDS$1.7M0.37%9,128Trimmed

Source: SEC Form 13F filings · as of 2026-03-31