Wolff Financial Management LLC
Q3 2026 13F filing
Updated 13 days ago102 disclosed positions worth $494.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $50.8M | 563.6K | 10.27% | — |
| 2 | V VANGUARD TAX-MANAGED FDS | $49.6M | 703.0K | 10.04% | — |
| 3 | E ISHARES TR | $42.3M | 560.9K | 8.56% | — |
| 4 | S SPDR SERIES TRUST | $38.9M | 265.6K | 7.87% | — |
| 5 | V VANGUARD WHITEHALL FDS | $34.7M | 223.5K | 7.02% | — |
| 6 | V VANGUARD INDEX FDS | $34.6M | 121.7K | 7.00% | — |
| 7 | V VANGUARD SCOTTSDALE FDS | $33.6M | 435.2K | 6.80% | — |
| 8 | V VANGUARD INDEX FDS | $28.8M | 367.7K | 5.83% | — |
| 9 | V VANGUARD SCOTTSDALE FDS | $21.9M | 380.7K | 4.43% | — |
| 10 | ? N/A VANGUARD MALVERN FDS | $16.7M | 226.4K | 3.37% | — |
| 11 | V VANGUARD INDEX FDS | $12.7M | 43.5K | 2.57% | — |
| 12 | L ELI LILLY & CO | $9.1M | 7.8K | 1.83% | — |
| 13 | E ISHARES TR | $8.9M | 89.1K | 1.80% | — |
| 14 | S SPDR INDEX SHS FDS | $6.6M | 127.1K | 1.33% | — |
| 15 | T VANGUARD INDEX FDS | $6.2M | 18.4K | 1.25% | — |
| 16 | A APPLE INC | $5.9M | 17.7K | 1.19% | — |
| 17 | V VANGUARD WORLD FD | $5.5M | 43.6K | 1.11% | — |
| 18 | I INVESCO EXCHANGE TRADED FD T | $5.4M | 92.7K | 1.09% | — |
| 19 | M MICROSOFT CORP | $4.2M | 8.2K | 0.85% | — |
| 20 | E ISHARES TR | $4.1M | 148.0K | 0.84% | — |
| 21 | C CATERPILLAR INC | $3.7M | 4.5K | 0.74% | — |
| 22 | V VANGUARD INDEX FDS | $3.6M | 15.6K | 0.73% | — |
| 23 | S STRYKER CORPORATION | $2.6M | 9.5K | 0.53% | — |
| 24 | M MARZETTI COMPANY | $2.4M | 24.5K | 0.49% | — |
| 25 | Q INVESCO QQQ TR | $2.3M | 3.1K | 0.47% | — |
| 26 | V VANGUARD INDEX FDS | $1.8M | 8.5K | 0.37% | — |
| 27 | V VANGUARD INDEX FDS | $1.7M | 8.9K | 0.35% | — |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $1.6M | 3.3K | 0.33% | — |
| 29 | B VANGUARD SPECIALIZED FUNDS | $1.6M | 7.0K | 0.33% | — |
| 30 | C CHEVRON CORPORATION | $1.6M | 7.9K | 0.33% | — |
| 31 | V VANGUARD WORLD FD | $1.6M | 7.3K | 0.32% | — |
| 32 | M MERCK & CO INC | $1.6M | 10.7K | 0.32% | — |
| 33 | E ISHARES TR | $1.5M | 14.8K | 0.31% | — |
| 34 | P PROCTER & GAMBLE CO | $1.5M | 10.1K | 0.30% | — |
| 35 | Q QUALCOMM INC | $1.4M | 7.8K | 0.29% | — |
| 36 | P PFIZER INC | $1.2M | 43.7K | 0.25% | — |
| 37 | W WESTERN DIGITAL CORP | $1.2M | 2.7K | 0.24% | — |
| 38 | C CISCO SYS INC | $1.2M | 10.7K | 0.23% | — |
| 39 | M MCDONALDS CORP | $1.1M | 4.9K | 0.23% | — |
| 40 | E ISHARES TR | $1.1M | 7.4K | 0.23% | — |
| 41 | V VISA INC | $1.1M | 3.1K | 0.22% | — |
| 42 | S SANDISK CORP | $1.1M | 625 | 0.22% | — |
| 43 | V VERIZON COMMUNICATIONS INC | $1.1M | 23.4K | 0.22% | — |
| 44 | E ISHARES TR | $1.1M | 4.8K | 0.22% | — |
| 45 | J JPMORGAN CHASE & CO | $1.1M | 3.2K | 0.21% | — |
| 46 | M META PLATFORMS INC | $1M | 1.4K | 0.21% | — |
| 47 | S SCHWAB STRATEGIC TR | $989K | 36.0K | 0.20% | — |
| 48 | M ALTRIA GROUP INC | $965K | 14.3K | 0.20% | — |
| 49 | V VANGUARD MUN BD FDS | $959K | 20.2K | 0.19% | — |
| 50 | K COCA COLA CO | $943K | 10.9K | 0.19% | — |