Wolff Financial Management LLC
โขCIK: 1767940โขFiling: Q4 2025
**Wolff Financial Management LLC** manages $445M across a diversified portfolio of 101 holdings. The strategy exhibits a notable tilt toward U.S. growth and international exposure, evidenced by top positions in VUG ($44.6M) and VEA ($44.5M). Significant allocations are also maintained in dividend-focused and broad market ETFs, including DGRO ($38.2M) and VYM ($31.6M). This structure suggests a core mandate balancing growth potential with income generation across global equity markets.
Total AUM
$444.6M
QoQ Performance
+3.2%
Positions
76
Top 10 Concentration
72.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VEA
DGRO
SDY
VYM
VB
VCSH
VGSH
VUG10.0%
VEA10.0%
DGRO8.6%
SDY8.0%
VYM7.1%
VB7.0%
VCSH6.9%
VGSH6.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other90.7%
Technology2.9%
Healthcare2.8%
Industrial1.1%
Financial1.1%
Consumer Staples0.6%
Consumer0.5%
ETF0.2%
Changes from Q3 2025
NEW2 new positions
โ48 increased
โ13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023