Wolff Financial Management LLC: 13F holdings
CIK 17679402026Q2
| Positions | 106 |
|---|---|
| Reported value | $501.5m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 701,967 | $50.0m | 10.0% |
| VUG VANGUARD INDEX FDS | 563,790 | $48.6m | 9.7% |
| DGRO ISHARES TR | 564,374 | $42.8m | 8.5% |
| SDY SPDR SERIES TRUST | 263,340 | $40.1m | 8.0% |
| VB VANGUARD INDEX FDS | 121,432 | $36.8m | 7.3% |
| VYM VANGUARD WHITEHALL FDS | 222,765 | $35.2m | 7.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 421,619 | $33.3m | 6.6% |
| VGSH VANGUARD SCOTTSDALE FDS | 513,142 | $29.9m | 6.0% |
| VO VANGUARD INDEX FDS | 367,145 | $29.6m | 5.9% |
| VANGUARD MALVERN FDS | 211,201 | $16.3m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767940")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.