Wolfstich Capital, LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$114.3M
Holdings
45
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +2.4% (57.0k → 58.3k shares)
23.8%
02
$DFAX
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 394.6k shares)
21.4%
03
$DFSD
DIMENSIONAL ETF TRUST
Q2 2025: Exited (was 280.7k shares)
17.1%
04
$DUSB
DIMENSIONAL ETF TRUST
Q2 2025: Exited (was 41.9k shares)
6.2%
05
$SGVT
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.2%
06
$FEGE
RBB FUND TRUST
Held since at least Q1 2024
2.0%
07
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.0%
08
$SCHY
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 71.2k shares)
1.9%
09
$DUHP
DIMENSIONAL ETF TRUST
Q1 2026: Increased +7.9% (22.4k → 24.2k shares)
1.8%
10
$IBMO
ISHARES TR
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.