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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
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 701,967.0 $50.0M 9.97% -20K -2.8% $71.25 +2.6%
2 VB VANGUARD INDEX FDS 121,432.0 $36.8M 7.34% -2K -1.6% $303.12 -0.2%
3 VYM VANGUARD WHITEHALL FDS 222,765.0 $35.2M 7.02% -1K -0.6% $158.03 +4.4%
4 LLY ELI LILLY & CO Healthcare 7,772.0 $9.3M 1.86% -425.0 -5.2% $1199.44 +3.7%
5 VBK VANGUARD INDEX FDS 18,364.0 $6.7M 1.34% -928.0 -4.8% $365.70 -3.1%
6 RPG INVESCO EXCHANGE TRADED FD T 101,185.0 $6.5M 1.29% -801.0 -0.8% $63.85 -10.1%
7 AAPL APPLE INC Technology 17,445.0 $5.0M 1.01% -127.0 -0.7% $289.36 +7.7%
8 CAT CATERPILLAR INC Industrials 4,440.0 $4.7M 0.94% -508.0 -10.3% $1064.90 -23.8%
9 VBR VANGUARD INDEX FDS 15,506.0 $3.8M 0.75% -916.0 -5.6% $242.99 +2.1%
10 VOE VANGUARD INDEX FDS 8,880.0 $1.8M 0.35% -248.0 -2.7% $197.61 +5.8%
11 WDC WESTERN DIGITAL CORP Technology 2,659.0 $1.7M 0.34% -570.0 -17.6% $638.72 -31.5%
12 QCOM QUALCOMM INC Technology 7,811.0 $1.4M 0.29% -1K -15.2% $184.79 -14.2%
13 SNDK SANDISK CORP Technology 625.0 $1.4M 0.28% -450.0 -41.9% $2273.73 -34.1%
14 MRK MERCK & CO INC Healthcare 10,886.0 $1.4M 0.28% -199.0 -1.8% $128.50 +17.4%
15 V VISA INC Financial Services 3,050.0 $1.0M 0.21% -76.0 -2.4% $343.12 +10.9%
16 RTX RTX CORPORATION Industrials 4,937.0 $937K 0.19% -53.0 -1.1% $189.74 +10.4%
17 EFAV ISHARES TR 6,270.0 $550K 0.11% -289.0 -4.4% $87.70 +7.8%
18 SLQD ISHARES TR 10,519.0 $530K 0.11% -600.0 -5.4% $50.37 -0.4%
19 EFG ISHARES TR 3,652.0 $454K 0.09% -34.0 -0.9% $124.43 +0.5%
20 IWP ISHARES TR 2,313.0 $339K 0.07% -765.0 -24.9% $146.41 -3.1%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%