Wolff Financial Management LLC Portfolio Holdings

Wolff Financial Management LLC

  • $418 Million
  • Q3 2025

Wolff Financial Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $418 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $43.7M, Vanguard Ftse Developed Market with a value of $41.5M, Ishares Core Dividend Growth E with a value of $36.6M, Spdr Series Tr Spdr S&P Divide with a value of $34.6M, and Vanguard Whitehall Fds (Vangua with a value of $30.6M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $387M to 418M.

Below you can find more details about Wolff Financial Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $418 Million
ETFs: $360 Million
Healthcare: $13.1 Million
Consumer Defensive: $12.8 Million
Technology: $12 Million
Financial Services: $6.54 Million
Industrials: $4.67 Million
Communication Services: $2.73 Million
Energy: $2.73 Million
Other: $3.47 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $418 Million
  • Prior Value $387 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Wolff Financial Management LLC Portfolio

Follow Wolff Financial Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wolff Financial Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wolff Financial Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email