Wolfstich Capital Portfolio holdings
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.57% |
| 2 | Technology | 1.85% |
| 3 | Energy | 1.58% |
| 4 | Financials | 1.28% |
| 5 | Healthcare | 1.27% |
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Wolfstich Capital's Q1 2026 Portfolio in Review
As of Q1 2026, Wolfstich Capital held 49 positions worth $114M, up 5.3% from $109M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Wolfstich Capital deployed $225M of net new capital in Q1 2026, opening 32 new positions and adding to 1 existing holding. Its largest new stake was Dimensional Emerging Markets ex China Core Equity ETF: 56,590 shares worth $654K.
By sector, the portfolio is most concentrated in Consumer Staples at 2.6% of assets, followed by Technology and Energy.
On the sell side, the largest reduction was Dimensional US Large Cap Value ETF, an estimated $4.23M trimmed.
- Wolfstich Capital's largest Q1 2026 buy was Dimensional Emerging Markets ex China Core Equity ETF: 56,590 shares worth $654K.
- Wolfstich Capital added most to Schwab Government Money Market ETF in Q1 2026, an estimated $217M increase.
- Wolfstich Capital's biggest Q1 2026 reduction was Dimensional US Large Cap Value ETF, cutting an estimated $4.23M.
- Wolfstich Capital fully exited Dimensional Global Core Plus Fixed Income ETF in Q1 2026, selling an estimated $4.72M.
- Wolfstich Capital's ten largest holdings make up 80% of its $114M portfolio in Q1 2026.
- Wolfstich Capital opened 32 new positions and closed 4 in Q1 2026.
- Wolfstich Capital's portfolio value rose 5.3% quarter-over-quarter to $114M.
Based on Wolfstich Capital's 13F filing for Q1 2026, filed 21 Apr 2026.