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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SYK STRYKER CORPORATION Healthcare 9,722.0 $3.1M 0.61% +450.0 +4.8% $314.84 +4.3%
22 MSFT MICROSOFT CORP Technology 7,792.0 $2.9M 0.58% +1K +20.0% $373.01 +31.0%
23 MZTI MARZETTI COMPANY Consumer Defensive 24,473.0 $2.8M 0.56% $114.16 +0.4%
24 QQQ INVESCO QQQ TR Financial Services 3,126.0 $2.3M 0.46% $736.32 -3.9%
25 VTV VANGUARD INDEX FDS 8,387.0 $1.8M 0.36% $217.93 +3.9%
26 VOE VANGUARD INDEX FDS 8,880.0 $1.8M 0.35% -248.0 -2.7% $197.61 +5.9%
27 WDC WESTERN DIGITAL CORP Technology 2,659.0 $1.7M 0.34% -570.0 -17.6% $638.72 -31.7%
28 BERKSHIRE HATHAWAY INC DEL 3,304.0 $1.7M 0.33% $500.39
29 VDC VANGUARD WORLD FD 7,317.0 $1.6M 0.33% $225.50 +4.2%
30 VIG VANGUARD SPECIALIZED FUNDS 6,966.0 $1.6M 0.33% $236.63 +3.3%
31 EFA ISHARES TR 15,327.0 $1.6M 0.32% $103.88 +4.0%
32 PG PROCTER & GAMBLE CO Consumer Defensive 10,146.0 $1.5M 0.30% $146.64 -0.4%
33 QCOM QUALCOMM INC Technology 7,811.0 $1.4M 0.29% -1K -15.2% $184.79 -14.0%
34 SNDK SANDISK CORP Technology 625.0 $1.4M 0.28% -450.0 -41.9% $2273.73 -34.2%
35 AMAT APPLIED MATLS INC Technology 1,965.0 $1.4M 0.28% $723.00 -33.1%
36 MRK MERCK & CO INC Healthcare 10,886.0 $1.4M 0.28% -199.0 -1.8% $128.50 +17.1%
37 DVY ISHARES TR 8,887.0 $1.4M 0.28% $156.30 +5.2%
38 MCD MCDONALDS CORP Consumer Cyclical 4,951.0 $1.3M 0.27% $270.31 +0.8%
39 CVX CHEVRON CORPORATION Energy 7,903.0 $1.3M 0.26% $165.75 +22.8%
40 CSCO CISCO SYS INC Technology 10,707.0 $1.3M 0.25% $117.46 -5.8%
Page 2 of 6  ·  106 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%