Wolff Financial Management LLC - Portfolio Stock Holdings
Wolff Financial Management LLC disclosed 107 stock positions in a recent SEC 13F filing. $494,251,960 of stock holdings were filed, with the largest holdings including VUG, VEA, and DGRO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $612,662,348 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
107Est. Stock Holding Value:
$494,251,960Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wolff Financial Management LLC
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