Wolfstich Capital, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $52.2 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $13.5B, Dimensional ETF Tr Short Durat with a value of $11.3B, Dimensional ETF Tr with a value of $10.5B, Ishares Tr Ibonds Dec 2027 Ter with a value of $3.16B, and Ishares Tr Ibonds Dec 2026 Ter with a value of $3.13B.

Examining the 13F form we can see an decrease of $60.6B in the current position value, from $113B to 52.2B.

Wolfstich Capital, LLC is based out at Medfield, MA

Below you can find more details about Wolfstich Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $52.2 Billion
ETFs: $38.1 Billion
Technology: $1.54 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $52.2 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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