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The Analysis of Wolfstich Capital, LLC's Holdings & P&L

Currently, Wolfstich Capital, LLC holds 19 types of securities in its portfolio with a total value $129.5M. In the most recent quarter, they have increased their positions in DFCF (+333.8K shares, valued at $14.1M), DFUV (+111.1K shares, valued at $6.1M), DFSD (+102.1K shares, valued at $4.9M); decreased their positions in DFLV (-33.9K shares, valued at $1.3M), SCHD (-16.9K shares, valued at $545.9K), DFAC (-11.5K shares, valued at $507.6K); initiated new positions in DFCF (+333.8K shares, valued at $14.1M), DFUV (+111.1K shares, valued at $6.1M), SCHF (+51.2K shares, valued at $1.6M).

1M P&L

+1.0M+0.76%

3M P&L

+3.8M+2.95%

HY P&L

+8.4M+6.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A127.9M

98.7%

2Information Technology Services1.7M

1.3%

Top Industries by Stock Count

1N/A18 stocks

94.7%

2Information Technology Services1 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST699.6K shares-1.61%2026-06-302026-07-24

DFAX DIMENSIONAL ETF TRUST764.4K shares3.23%2026-06-302026-07-24

DFSD DIMENSIONAL ETF TRUST511.7K shares24.91%2026-06-302026-07-24

DFCF DIMENSIONAL ETF TRUST333.8K sharesnew addition2026-06-302026-07-24

DUSB DIMENSIONAL ETF TRUST214.1K shares53.75%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST111.1K sharesnew addition2026-06-302026-07-24

DUHP DIMENSIONAL ETF TRUST68.2K shares18.16%2026-06-302026-07-24

DFSU DIMENSIONAL ETF TRUST38.1K shares-0.68%2026-06-302026-07-24

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IBM INTERNATIONAL BUSINESS MACHS5.8K shares-1.86%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR51.2K sharesnew addition2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR43.2K shares-28.05%2026-06-302026-07-24

SCHK SCHWAB STRATEGIC TR86.5K shares-20.28%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS5.6K shares0.00%2026-06-302026-07-24

DFLV DIMENSIONAL ETF TRUST30.9K shares-52.35%2026-06-302026-07-24

DFGR DIMENSIONAL ETF TRUST13.4K sharesnew addition2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST6.8K sharesnew addition2026-06-302026-07-24

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IWM ISHARES TR1.2K shares0.00%2026-06-302026-07-24

DLN WISDOMTREE TR3.5K shares-6.49%2026-06-302026-07-24

ESGV VANGUARD WORLD FD2.2K shares-20.55%2026-06-302026-07-24

DFAC

DIMENSIONAL ETF TRUST

-1.61%

Shares699.6K

Event2026-06-30

Filed2026-07-24

DFAX

DIMENSIONAL ETF TRUST

3.23%

Shares764.4K

Event2026-06-30

Filed2026-07-24

DFSD

DIMENSIONAL ETF TRUST

24.91%

Shares511.7K

Event2026-06-30

Filed2026-07-24

DFCF

DIMENSIONAL ETF TRUST

New

Shares333.8K

Event2026-06-30

Filed2026-07-24

DUSB

DIMENSIONAL ETF TRUST

53.75%

Shares214.1K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

New

Shares111.1K

Event2026-06-30

Filed2026-07-24

DUHP

DIMENSIONAL ETF TRUST

18.16%

Shares68.2K

Event2026-06-30

Filed2026-07-24

DFSU

DIMENSIONAL ETF TRUST

-0.68%

Shares38.1K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-1.86%

Shares5.8K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

New

Shares51.2K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-28.05%

Shares43.2K

Event2026-06-30

Filed2026-07-24

SCHK

SCHWAB STRATEGIC TR

-20.28%

Shares86.5K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

DFLV

DIMENSIONAL ETF TRUST

-52.35%

Shares30.9K

Event2026-06-30

Filed2026-07-24

DFGR

DIMENSIONAL ETF TRUST

New

Shares13.4K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

New

Shares6.8K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

-6.49%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

-20.55%

Shares2.2K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available