Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wolfstich Capital, LLC (CIK 2047009) reported $114.3M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($27.2M, 23.82%), DFAX ($24.4M, 21.36%), DFSD ($19.6M, 17.11%), DUSB ($7.1M, 6.17%), SGVT ($2.5M, 2.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $27.2M | 23.82% | 711,057 | Trimmed |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $24.4M | 21.36% | 740,511 | Trimmed |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $19.6M | 17.11% | 409,693 | Trimmed |
| 4 | DUSB | DIMENSIONAL ETF TRUST | $7.1M | 6.17% | 139,231 | Trimmed |
| 5 | SGVT | SCHWAB STRATEGIC TR | $2.5M | 2.16% | 2.5M | Added |
| 6 | FEGE | RBB FUND TRUST | $2.3M | 2.00% | 28,325 | New |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $2.3M | 1.99% | 64,856 | Trimmed |
| 8 | SCHY | SCHWAB STRATEGIC TR | $2.2M | 1.94% | 71,217 | Hold |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $2.1M | 1.81% | 57,708 | Trimmed |
| 10 | IBMO | ISHARES TR | $2.0M | 1.77% | 83,383 | New |
| 11 | SCHD | SCHWAB STRATEGIC TR | $1.8M | 1.60% | 60,085 | New |
| 12 | IBMP | ISHARES TR | $1.7M | 1.46% | 69,073 | New |
| 13 | DFSU | DIMENSIONAL ETF TRUST | $1.5M | 1.34% | 38,319 | Trimmed |
| 14 | SCHK | SCHWAB STRATEGIC TR | $1.5M | 1.28% | 108,453 | Hold |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $1.4M | 1.22% | 5,862 | New |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $1.2M | 1.03% | 5,581 | New |
| 17 | IBMQ | ISHARES TR | $929,116 | 0.81% | 36,753 | New |
| 18 | AWR | AMER STATES WTR CO | $888,571 | 0.78% | 11,582 | New |
| 19 | TROW | PRICE T ROWE GROUP INC | $753,372 | 0.66% | 8,462 | New |
| 20 | ABBV | ABBVIE INC | $703,722 | 0.62% | 3,302 | New |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $700,025 | 0.61% | 13,917 | New |
| 22 | DEXC | DIMENSIONAL ETF TRUST | $653,618 | 0.57% | 56,590 | New |
| 23 | MDLZ | MONDELEZ INTL INC | $632,828 | 0.55% | 10,864 | New |
| 24 | DFAW | DIMENSIONAL ETF TRUST | $617,528 | 0.54% | 16,081 | New |
| 25 | CVX | CHEVRON CORPORATION | $557,539 | 0.49% | 2,646 | New |
Source: SEC Form 13F filings · as of 2026-03-31