account_balance

Investment manager · 13F filer · SEC CIK 1767940

Wolff Financial Management LLC

Reported value$494Mas of Sep 30, 2026
Positions102 1 new, 5 sold out
Top 10 weight71.2%VUG alone is 10%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VUG Vanguard Index FDS 10.3% Held
VEA Vanguard Tax-Managed FDS 10.0% Held
DGRO iShares Tr 8.6% Held
SDY SPDR Series Trust 7.9% Held
VYM Vanguard Whitehall FDS 7.0% Held
VB Vanguard Index FDS 7.0% Held
VCSH Vanguard Scottsdale FDS 6.8% Added +3%
VO Vanguard Index FDS 5.8% Held
VGSH Vanguard Scottsdale FDS 4.4% Trimmed −26%
VCRB Vanguard Malvern FDS 3.4% Added +7%
VOT Vanguard Index FDS 2.6% Held
LLY ELI Lilly & Co 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • STIP $8.88M
arrow_upwardAdded
  • VCRB +7%
  • MSFT +5%
  • VCSH +3%
arrow_downwardTrimmed
  • VGSH −26%
  • DVY −17%
  • RPG −8%
  • HDV −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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