Wolfstich Capital, LLC holds a concentrated book of 19 stocks worth $129.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Dimensional Core Fixed Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 24% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+20.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2047009/holdings"
Use Arkolith to show Wolfstich Capital, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.9 points over this window.
Growth of $10,000 cloning Wolfstich Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wolfstich Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 59 / 19 | $3.8B |
| JPMORGAN CHASE & CO | 58 / 19 | $69.5B |
| ENVESTNET ASSET MANAGEMENT INC | 58 / 19 | $13.4B |
| CWM, LLC | 58 / 19 | $1.5B |
| MORGAN STANLEY | 57 / 19 | $84.8B |
| RAYMOND JAMES FINANCIAL INC | 57 / 19 | $18.6B |
| LPL Financial LLC | 57 / 19 | $17.3B |
| MERCER GLOBAL ADVISORS INC /ADV | 57 / 19 | $10.7B |
Ranked by how many of Wolfstich Capital, LLC's top 19 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $31.0M | 699.6K | 23.9% | ▼−1.6% Reduced · −11K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $28.0M | 764.4K | 21.7% | ▲+3.2% Added · +24K sh | |
| 3 | Dimensional ETF Trust SHOR DUR FIX ETF | $24.4M | 511.7K | 18.9% | ▲+25% Added · +102K sh | |
| 4 | Dimensional ETF Trust CORE FIXE IN ETF | $14.1M | 333.8K | 10.9% | ▲New New position | |
| 5 | Dimensional ETF Trust ULTR FIX INC ETF | $10.9M | 214.1K | 8.4% | ▲+54% Added · +75K sh | |
| 6 | Dimensional ETF Trust US MKTWIDE VALUE | $6.1M | 111.1K | 4.7% | ▲New New position | |
| 7 | Dimensional ETF Trust US HIGH PROF ETF | $2.8M | 68.2K | 2.2% | ▲+18% Added · +10K sh | |
| 8 | Dimensional ETF Trust US SUSTAINABILTY | $1.8M | 38.1K | 1.4% | ▼−0.7% Reduced · −261 sh | |
| 9 | International Business Machs COM | $1.7M | 5.8K | 1.3% | ▼−1.9% Reduced · −109 sh | |
| 10 | Schwab Strategic TR INTL EQTY ETF | $1.6M | 51.2K | 1.3% | ▲New New position | |
| 11 | Schwab Strategic TR US DIVIDEND EQ | $1.4M | 43.2K | 1.1% | ▼−28% Reduced · −17K sh | |
| 12 | Schwab Strategic TR 1000 INDEX ETF | $1.4M | 86.5K | 1.1% | ▼−20% Reduced · −22K sh | |
| 13 | Vanguard Specialized Funds DIV APP ETF | $1.3M | 5.6K | 1.0% | —Held | |
| 14 | Dimensional ETF Trust US LARG VALU ETF | $1.2M | 30.9K | 0.9% | ▼−52% Reduced · −34K sh | |
| 15 | Dimensional ETF Trust GLOBAL REAL EST | $393K | 13.4K | 0.3% | ▲New New position | |
| 16 | Dimensional ETF Trust INTERNATNAL VAL | $372K | 6.8K | 0.3% | ▲New New position | |
| 17 | Ishares TR RUSSELL 2000 ETF | $358K | 1.2K | 0.3% | —Held | |
| 18 | Wisdomtree TR US LARGECAP DIVD | $340K | 3.5K | 0.3% | ▼−6.5% Reduced · −243 sh | |
| 19 | Vanguard World FD ESG US STK ETF | $293K | 2.2K | 0.2% | ▼−21% Reduced · −574 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 19 | $129.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 45 | $114.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 17 | $108.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 13 | $49.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 13 | $45.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jun 2, 2025 | 23 | $110.6M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.