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Wolff Financial Management LLC
Wolff Financial Management LLC is an independent, boutique financial services firm based in Kalamazoo, Michigan. Founded in 1994, the firm is an SEC-registered investment advisor providing integrated investment management, retirement, estate, and income tax planning services to clients across the United States and abroad. The firm is committed to improving the financial success of its clients and offers both personal and institutional advisory services. As of 2025, Wolff Financial employs 6 staff.
Investment Strategy
Wolff Financial Management LLC employs a practical and integrated approach to investment management, focusing on personalized financial strategies that blend investment advisory, retirement, estate, and income tax planning. The firm serves clients across the U.S. and internationally, aiming to deliver tailored solutions that consider the broader financial needs and goals of each client. Their philosophy emphasizes building long-term relationships and improving financial success through disciplined, goal-oriented advice.
Latest 13F Filing Activity
Wolff Financial Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 100 equity positions with a total 13F market value of $431M. The fund increased holdings in Vanguard Malvern FDS, Vanguard Scottsdale FDS, Vanguard Scottsdale FDS among other positions. Wolff Financial Management LLC reduced exposure to Stryker Corporation, Eli Lilly & Co., Vanguard World FD among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 10.14% | $43.7M | 91,034 | $383.96 | $479.61 | +$2.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.64% | $41.5M | 693,193 | $52.68 | $59.92 | +$1.9M |
D DGRO | ISHARES TR | 8.49% | $36.6M | 537,352 | $51.47 | $68.08 | +$3.2M |
S SDY | SPDR SERIES TRUST | 8.04% | $34.6M | 247,239 | $120.35 | $140.05 | +$2.3M |
V VYM | VANGUARD WHITEHALL FDS | 7.10% | $30.6M | 216,889 | $128.66 | $140.95 | +$2.5M |
Industry Allocation
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