Wolff Financial Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$368M
Signature - Title
Ashleigh Swayze - Counsel
Location
Kalamazoo, MI
Summary
This page shows a list of all the recent 13F filings made by Wolff Financial Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wolff Financial Management LLC reported 98 stock holdings with total value $368M as of Q3 2024. Top holdings included VUG, VEA, SDY, DGRO, and VYM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 98 $368M +$224M -$898K +$223M VUG, VEA, SDY, DGRO, VYM 13F-HR 10/24/2024, 09:34 AM
Q2 2024 42 $135M +$2.1M -$210M -$208M DGRO, SDY, VCSH, VGSH, RPG 13F-HR 7/18/2024, 01:42 PM
Q1 2024 97 $343M +$4.38M -$9.23M -$4.85M VUG, VEA, SDY, DGRO, VB 13F-HR 4/24/2024, 01:43 PM
Q4 2023 96 $324M +$10.1M -$5.1M +$5M VUG, VEA, SDY, DGRO, VB 13F-HR 1/25/2024, 11:48 AM
Q3 2023 96 $293M +$188M -$1.3M +$186M VUG, VEA, SDY, DGRO, VYM 13F-HR 10/30/2023, 03:00 PM
Q2 2023 35 $115M +$5.32M -$179M -$174M SDY, DGRO, VCSH, VGSH, RPG 13F-HR 7/18/2023, 11:29 AM
Q1 2023 100 $287M +$19.2M -$11.6M +$7.63M SDY, VUG, VEA, DGRO, VYM 13F-HR 5/1/2023, 10:04 AM
Q4 2022 97 $270M +$73.5M -$42.6M +$30.9M SDY, VYM, VCSH, VEA, DGRO 13F-HR 2/6/2023, 10:30 AM
Q3 2022 98 $219M +$8.34M -$2.31M +$6.03M SDY, RPG, VYM, VCSH, VB 13F-HR 10/31/2022, 09:50 AM
Q2 2022 100 $225M +$5.5M -$2.1M +$3.4M SDY, RPG, VYM, VCSH, VB 13F-HR 8/5/2022, 11:00 AM
Q1 2022 102 $252M +$2.74M -$1.63M +$1.11M SDY, RPG, VYM, VCSH, VB 13F-HR 5/3/2022, 11:55 AM
Q4 2021 105 $264M +$147M -$4.69M +$142M RPG, SDY, VYM, VCSH, VOT 13F-HR 2/8/2022, 09:46 AM
Q3 2021 39 $115M +$12.2M -$120M -$108M RPG, SDY, VCSH, EFAV, SLQD 13F-HR 11/10/2021, 07:19 PM
Q1 2021 95 $218M +$30.4M -$12.2M +$18.2M SDY, RPG, VYM, VCSH, EFAV 13F-HR 5/13/2021, 12:15 PM
Q4 2020 87 $191M +$5.68M -$2.52M +$3.16M RPG, SDY, HDV, EFAV, VCSH 13F-HR 1/21/2021, 12:11 PM
Q3 2020 82 $169M +$6.53M -$1.42M +$5.11M RPG, SDY, HDV, EFAV, VCSH 13F-HR 10/23/2020, 12:14 PM
Q2 2020 81 $157M +$6.45M -$2.48M +$3.96M SDY, RPG, HDV, EFAV, SLQD 13F-HR 7/20/2020, 09:14 PM
Q1 2020 78 $132M +$15M -$2.79M +$12.2M SDY, HDV, RPG, EFAV, VBR 13F-HR 4/15/2020, 10:34 AM
Q4 2019 83 $151M +$6.9M -$698K +$6.2M SDY, HDV, RPG, EFAV, VO 13F-HR 1/23/2020, 09:42 AM
Q3 2019 80 $137M +$8.01M -$2.15M +$5.86M SDY, HDV, RPG, EFAV, VO 13F-HR 10/28/2019, 05:25 PM
Q2 2019 81 $130M +$8.97M -$1.62M +$7.35M SDY, HDV, RPG, EFAV, VBR 13F-HR 7/24/2019, 02:11 PM
Q1 2019 79 $121M +$8.15M -$1.51M +$6.63M SDY, HDV, RPG, EFAV, VBR 13F-HR 4/24/2019, 09:11 AM
Q4 2018 77 $103M $0 $0 SDY, HDV, RPG, EFAV, VDC 13F-HR 2/13/2019, 01:56 PM