Wolff Financial Management LLC 13F Holdings
CIK 0001767940
As of Sep 30, 2025, Wolff Financial Management LLC reported 101 positions worth $430.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 91,034 | $43.7M | 10.14% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 693,193 | $41.5M | 9.64% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 537,352 | $36.6M | 8.49% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 247,239 | $34.6M | 8.04% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 216,889 | $30.6M | 7.10% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 117,701 | $29.9M | 6.95% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 367,407 | $29.4M | 6.82% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 438,551 | $25.8M | 5.99% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 86,943 | $25.5M | 5.93% |
| VANGUARD CORE BOND ETF | VCRB | — | 158,959 |