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Ashleigh Swayze

Wolff Financial Management Llc

Assets Managed
$501.475M
Holdings
106
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
10.82%(2Q avg: 6.3%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Wolff Financial Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Wolff Financial Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 501.475M in assets, with a quarterly growth rate of 10.82% and a 2-quarter average growth rate of 6.3%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -2.77%
9.98%
$50.015M
701,967 shares@ $71.26 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 505.88%
9.69%
$48.565M
563,790 shares@ $86.14 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -0.39%
8.53%
$42.774M
564,374 shares@ $75.79 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Increased 1.3%
8%
$40.075M
263,340 shares@ $152.18 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.57%
7.35%
$36.809M
121,432 shares@ $303.13 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.59%
7.02%
$35.203M
222,765 shares@ $158.03 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 5.39%
6.65%
$33.321M
421,619 shares@ $79.03 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 7.35%
5.96%
$29.865M
513,142 shares@ $58.2 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 301.34%
5.9%
$29.581M
367,145 shares@ $80.57 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 11.23%
3.26%
$16.312M
211,201 shares@ $77.24 avg price

1-10 of 106