Wolff Financial Management
Wolff Financial Management reported 102 stocks worth $494M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VUG (10.3%), VEA (10.0%) and DGRO (8.6%). Compared with Q2 2026, the fund opened new positions in STIP, added to VEA, SDY and VYM, trimmed DGRO, VGSH and SPEM and sold out of GLW, IBM and BX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $50.8M | 10.3% | 564K | No change | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $49.6M | 10.0% | 703K | +1,000 (+0%) | 8 of 8 | |
| 3 |  DGRO Ishares TR | $42.3M | 8.6% | 561K | −3,479 (−1%) | 8 of 8 | |
| 4 |  SDY State Street Spdr S&P Div ETF | $38.9M | 7.9% | 266K | +2,270 (+1%) | 8 of 8 | |
| 5 |  VYM Vanguard Whitehall Fds | $34.7M | 7.0% | 224K | +757 (+0%) | 8 of 8 | |
| 6 |  VB Vanguard Index Fds | $34.6M | 7.0% | 122K | +265 (+0%) | 8 of 8 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $33.6M | 6.8% | 435K | +14K (+3%) | 8 of 8 | |
| 8 |  VO Vanguard Index Fds | $28.8M | 5.8% | 368K | +560 (+0%) | 8 of 8 | |
| 9 |  VGSH Vanguard Scottsdale Fds | $21.9M | 4.4% | 381K | −132K (−26%) | 8 of 8 | |
| 10 |  VCRB Vanguard Malvern Fds | $16.7M | 3.4% | 226K | +15K (+7%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wolff Financial Management 13F FAQ
What does Wolff Financial Management own?
Wolff Financial Management reported 102 stocks worth $494M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VUG (10.3%), VEA (10.0%) and DGRO (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Wolff Financial Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 24 added to, 21 trimmed and 5 sold out. New positions include STIP. It sold all of GLW, IBM and BX.
When will Wolff Financial Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wolff Financial Management's portfolio worth?
The Q3 2026 filing reports $494M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.