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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 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 808.0 $386K 0.08% $477.57 -14.1%
82 JNJ JOHNSON & JOHNSON Healthcare 1,454.0 $369K 0.07% $254.05 +7.5%
83 NULV NUSHARES ETF TR 7,362.0 $368K 0.07% $49.99 +6.9%
84 CLX CLOROX CO DEL Consumer Defensive 3,725.0 $356K 0.07% $95.44 +12.3%
85 NULG NUSHARES ETF TR 2,994.0 $350K 0.07% $117.05 -3.1%
86 GD GENERAL DYNAMICS CORP Industrials 963.0 $341K 0.07% $354.24 +8.3%
87 IWP ISHARES TR 2,313.0 $339K 0.07% -765.0 -24.9% $146.41 -3.2%
88 TOTALENERGIES SE 4,224.0 $328K 0.07% $77.76
89 NVDA NVIDIA CORPORATION Technology 1,550.0 $310K 0.06% -123.0 -7.3% $200.14 +4.2%
90 PSX PHILLIPS 66 Energy 1,815.0 $307K 0.06% $169.05 +43.1%
91 SPDW SPDR INDEX SHS FDS 6,071.0 $306K 0.06% $50.39 +2.8%
92 ISHARES TR 6,024.0 $298K 0.06% -112.0 -1.8% $49.55
93 SCHG SCHWAB STRATEGIC TR 8,083.0 $274K 0.06% $33.84 +3.9%
94 SIVR ABRDN SILVER ETF TRUST Financial Services 4,859.0 $273K 0.05% $56.22 +16.3%
95 CASY CASEYS GEN STORES INC Consumer Cyclical 335.0 $267K 0.05% $795.79 +7.3%
96 GLW CORNING INC Technology 1,013.0 $259K 0.05% NEW $255.47 -43.0%
97 EPD ENTERPRISE PRODS PARTNERS L 7,034.0 $259K 0.05% $36.76
98 IBM INTERNATIONAL BUSINESS MACHS Technology 902.0 $254K 0.05% $281.21 -17.8%
99 ET ENERGY TRANSFER L P Energy 13,258.0 $253K 0.05% $19.12 +10.2%
100 WMT WALMART INC Consumer Defensive 2,203.0 $250K 0.05% $113.27 -6.0%
Page 5 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%