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WOLFSTICH CAPITAL, LLC
WOLFSTICH CAPITAL, LLC
Latest filing: 2026-06-30
WOLFSTICH CAPITAL, LLC runs WOLFSTICH CAPITAL, LLC and currently holds 19 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $129.52M. Their top holdings are DFAC, DFAX, DFSD, DFCF, DUSB. The top five represent 83.7% of reported portfolio weight. WOLFSTICH CAPITAL, LLC ranks #935 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WOLFSTICH CAPITAL, LLC initiated 4 new positions. They added to 5 existing positions. They trimmed 8 positions. Their current best-performing preview position is SCHK with returns of +34.93%.
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19 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 23.90% | $36.87 | $45.61 | +23.70% | Trimmed -1.61% |
 DFAX DIMENSIONAL ETF TRUST | 21.65% | $29.08 | $38.13 | +31.12% | Added +3.23% |
 DFSD DIMENSIONAL ETF TRUST | 18.87% | $47.91 | $47.31 | -1.25% | Added +24.91% |
 DFCF DIMENSIONAL ETF TRUST | 10.87% | $42.21 | $41.48 | -1.73% | New Buy |
 DUSB DIMENSIONAL ETF TRUST | 8.39% | $50.70 | $50.73 | +0.06% | Added +53.75% |
 DFUV DIMENSIONAL ETF TRUST | 4.70% | $55.01 | $57.42 | +4.38% | New Buy |
 DUHP DIMENSIONAL ETF TRUST | 2.19% | $35.01 | $42.39 | +21.08% | Added +18.16% |
DF DFSU DIMENSIONAL ETF TRUST | 1.38% | $37.90 | $48.23 | +27.26% | Trimmed -0.68% |
 IBM INTERNATIONAL BUSINESS MACHS | 1.29% | $242.39 | $235.62 | -2.79% | Trimmed -1.86% |
 SCHF SCHWAB STRATEGIC TR | 1.27% | $27.70 | $28.46 | +2.73% | New Buy |
Showing 1-10 of 19