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Wolfstich Capital, LLC
Wolfstich Capital, LLC is a federally registered investment adviser based in Medfield, Massachusetts, founded in 2007. The firm is independently owned and operated, typically serving high-net-worth individuals, as well as other individual investors and select charitable organizations. As of 2025, Wolfstich Capital manages over $128 million in assets and reports a small team, currently with one employee, focused on portfolio management, investment advisory, and financial planning services.
Investment Strategy
Wolfstich Capital, LLC specializes in discretionary asset management, focusing primarily on the needs of high-net-worth and individual clients. The firm utilizes a diversified, long-term investment approach, emphasizing efficient portfolio construction that often includes ETFs, mutual funds, and index-based products. Their strategy is grounded in research-based asset allocation, risk management, and ongoing portfolio rebalancing, with a commitment to transparency, tax efficiency, and disciplined implementation. The predominant allocation to Dimensional and Vanguard funds indicates a core approach tracking equity and fixed income markets, with an emphasis on minimizing costs and optimizing after-tax returns.
Latest 13F Filing Activity
Wolfstich Capital, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 13 equity positions with a total 13F market value of $49B. The fund increased holdings in Dimensional Etf Trust, Schwab Strategic TR, Dimensional Etf Trust among other positions. Wolfstich Capital, LLC reduced exposure to International Business Machs, Schwab Strategic TR, Wisdomtree TR among others.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 31.60% | $15.49B | 401,502 | $34.59 | $38.57 | +$1.10B |
D DFAX | DIMENSIONAL ETF TRUST | 25.26% | $12.38B | 394,556 | $24.86 | $31.38 | +$793.1M |
D DFCF | DIMENSIONAL ETF TRUST | 15.59% | $7.64B | 178,694 | $42.13 | $42.76 | +$89.3M |
D DUHP | DIMENSIONAL ETF TRUST | 6.42% | $3.14B | 83,251 | $33.79 | $37.77 | +$184.0M |
D DFSU | DIMENSIONAL ETF TRUST | 4.96% | $2.43B | 57,254 | $37.90 | $42.47 | +$184.4M |
Industry Allocation
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