Wolfstich Capital, LLC

Est. AUM

$114.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$27.2M	711057	23.82%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$24.4M	740511	21.36%	SOLE
3	DIMENSIONAL ETF TRUST	SHORT DURATION F	$19.6M	409693	17.11%	SOLE
4	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$7.1M	139231	6.17%	SOLE
5	SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$2.5M	2471981	2.16%	SOLE
6	RBB FUND TRUST	FIRST EAGLE GBL	$2.3M	28325	2.00%	SOLE
7	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.3M	64856	1.99%	SOLE
8	SCHWAB STRATEGIC TR	INTERNL DIVID	$2.2M	71217	1.94%	SOLE
9	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.1M	57708	1.81%	SOLE
10	ISHARES TR	IBONDS DEC 26	$2.0M	83383	1.77%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	60085	1.60%	SOLE
12	ISHARES TR	IBONDS DEC 27	$1.7M	69073	1.46%	SOLE
13	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.5M	38319	1.34%	SOLE
14	SCHWAB STRATEGIC TR	1000 INDEX ETF	$1.5M	108453	1.28%	SOLE
15	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	5862	1.22%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	5581	1.03%	SOLE
17	ISHARES TR	IBONDS DEC 28	$929K	36753	0.81%	SOLE
18	AMER STATES WTR CO	COM	$889K	11582	0.78%	SOLE
19	PRICE T ROWE GROUP INC	COM	$753K	8462	0.66%	SOLE
20	ABBVIE INC	COM	$704K	3302	0.62%	SOLE
21	VERIZON COMMUNICATIONS INC	COM	$700K	13917	0.61%	SOLE
22	DIMENSIONAL ETF TRUST	EMERGING MRKTETS	$654K	56590	0.57%	SOLE
23	MONDELEZ INTL INC	CL A	$633K	10864	0.55%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$618K	16081	0.54%	SOLE
25	CHEVRON CORPORATION	COM	$558K	2646	0.49%	SOLE
26	PROCTER & GAMBLE CO	COM	$532K	3677	0.47%	SOLE
27	JOHNSON & JOHNSON	COM	$512K	2113	0.45%	SOLE
28	ACCENTURE PLC IRELAND	SHS CLASS A	$453K	2292	0.40%	SOLE
29	CANADIAN NAT RES LTD MED TER	COM	$449K	9103	0.39%	SOLE
30	ONEOK INC NEW	COM	$447K	4805	0.39%	SOLE
31	PEPSICO INC	COM	$440K	2803	0.38%	SOLE
32	CLOROX CO DEL	COM	$419K	4091	0.37%	SOLE
33	OLD REP INTL CORP	COM	$380K	9528	0.33%	SOLE
34	COCA COLA CO	COM	$368K	4820	0.32%	SOLE
35	PHILLIPS 66	COM	$349K	1891	0.31%	SOLE
36	WISDOMTREE TR	US LARGECAP DIVD	$328K	3744	0.29%	SOLE
37	ATLANTIC UN BANKSHARES CORP	COM	$328K	9450	0.29%	SOLE
38	VANGUARD WORLD FD	ESG US STK ETF	$303K	2793	0.27%	SOLE
39	TARGET CORP	COM	$299K	2521	0.26%	SOLE
40	ISHARES TR	RUSSELL 2000 ETF	$288K	1203	0.25%	SOLE
41	COMCAST CORP NEW	CL A	$281K	9727	0.25%	SOLE
42	ISHARES TR	IBONDS DEC 2029	$279K	12019	0.24%	SOLE
43	AUTOMATIC DATA PROCESSING IN	COM	$274K	1334	0.24%	SOLE
44	ALTRIA GROUP INC	COM	$251K	3748	0.22%	SOLE
45	BECTON DICKINSON & CO	COM	$233K	1506	0.20%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.