Wolff Financial Management LLC

Institutional manager (13F) · CIK 1767940

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $428M

#	Issuer	Value	Shares
1	VANGUARD TAX-MANAGED FDS	$46M	721,999
2	VANGUARD INDEX FDS	$41M	93,054
3	ISHARES TR	$40M	566,631
4	SPDR SERIES TRUST	$38M	259,984
5	VANGUARD WHITEHALL FDS	$33M	224,100
6	VANGUARD INDEX FDS	$32M	123,376
7	VANGUARD SCOTTSDALE FDS	$32M	400,080
8	VANGUARD SCOTTSDALE FDS	$28M	478,050
9	VANGUARD INDEX FDS	$26M	91,482
10	VANGUARD MALVERN FDS	$15M	189,887
11	VANGUARD INDEX FDS	$11M	41,083
12	ELI LILLY & CO	$8M	8,197
13	SPDR INDEX SHS FDS	$6M	126,770
14	VANGUARD INDEX FDS	$6M	19,292
15	INVESCO EXCHANGE TRADED FD T	$5M	101,986
16	APPLE INC	$4M	17,572
17	ISHARES TR	$4M	31,768
18	VANGUARD WORLD FD	$4M	5,708
19	VANGUARD INDEX FDS	$4M	16,422
20	CATERPILLAR INC	$4M	4,948
21	MARZETTI COMPANY	$3M	24,473
22	STRYKER CORPORATION	$3M	9,272
23	MICROSOFT CORP	$2M	6,493
24	INVESCO QQQ TR	$2M	3,126
25	VANGUARD INDEX FDS	$2M	9,128
26	VANGUARD INDEX FDS	$2M	8,348
27	VANGUARD WORLD FD	$2M	7,292
28	CHEVRON CORPORATION	$2M	7,899
29	BERKSHIRE HATHAWAY INC DEL	$2M	3,304
30	MCDONALDS CORP	$2M	4,951
31	VANGUARD SPECIALIZED FUNDS	$1M	6,963
32	ISHARES TR	$1M	15,280
33	PROCTER & GAMBLE CO	$1M	10,142
34	ISHARES TR	$1M	8,880
35	MERCK & CO INC	$1M	11,085
36	PFIZER INC	$1M	43,523
37	QUALCOMM INC	$1M	9,207
38	VERIZON COMMUNICATIONS INC	$1M	23,432
39	AMERICAN ELEC PWR CO INC	$1M	7,944
40	VANGUARD MUN BD FDS	$1M	20,050
41	RTX CORPORATION	$963k	4,990
42	ISHARES TR	$959k	5,000
43	ALTRIA GROUP INC	$946k	14,332
44	VISA INC	$945k	3,126
45	JPMORGAN CHASE & CO	$944k	3,209
46	VANGUARD WORLD FD	$936k	4,153
47	PEPSICO INC	$921k	5,932
48	SPDR GOLD TR	$917k	2,132
49	SCHWAB STRATEGIC TR	$885k	35,777
50	WESTERN DIGITAL CORP	$873k	3,229

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.