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Julia Braum

Wolfstich Capital, Llc

Assets Managed
$114.289M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
5.32%(2Q avg: 63.39%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Wolfstich Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Wolfstich Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.289M in assets, with a quarterly growth rate of 5.32% and a 2-quarter average growth rate of 63.39%. The portfolio is managed by Julia Braum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -3.7%
23.83%
$27.224M
711,057 shares@ $38.29 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -6.95%
21.36%
$24.407M
740,511 shares@ $32.97 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -10.58%
17.11%
$19.555M
409,693 shares@ $47.74 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Decreased -2.93%
6.18%
$7.055M
139,231 shares@ $50.67 avg price
SGVT
Schwab Govt Money Market Etf
Recent Activity
Increased 682.52%
2.17%
$2.472M
2.472M shares@ $1.0 avg price
FEGE
First Eagle Gl Equity Etf
Recent Activity
New Position
2%
$2.285M
28,325 shares@ $80.67 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -64.43%
1.99%
$2.274M
64,856 shares@ $35.06 avg price
SCHY
Schwab International Dvd Etf
Recent Activity
1.94%
$2.212M
71,217 shares@ $31.06 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -18.04%
1.81%
$2.068M
57,708 shares@ $35.84 avg price
IBMO
Ishares Ibonds Dec 2026 Term
Recent Activity
New Position
1.77%
$2.02M
83,383 shares@ $24.23 avg price

1-10 of 45