Portfolio (Quarterly) Guide ↗

Wolff Financial Management LLC

· CIK 0001767940

13F Portfolio $453M AUM 103 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 14 Added 14 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MOAT	VANECK ETF TRUST	—	2,029	$210K	0.05%	SOLD

Sector Allocation

Healthcare 24.7%

Technology 19.4%

Consumer Defensive 15.5%

Financial Services 14.0%

Industrials 10.5%

Energy 5.0%

Communication Services 4.5%

Consumer Cyclical 3.7%

Utilities 2.8%