Portfolio (Quarterly) Guide ↗

Wolff Financial Management LLC

· CIK 0001767940

13F Portfolio $501M AUM 106 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 16 Added 23 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ESLT	ELBIT SYS LTD	Industrials	238	$202K	0.04%	SOLD

Sector Allocation

Technology 25.4%

Healthcare 24.1%

Financial Services 14.0%

Consumer Defensive 13.0%

Industrials 10.6%

Communication Services 4.0%

Energy 3.4%

Consumer Cyclical 3.1%

Utilities 2.5%