Notify me when Wolff Financial Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 101 | $444,642,437 | +$10,023,111 | -$3,194,272 | +$6,828,839 | VUG, VEA, DGRO, SDY, VYM | 13F-HR | 05 Feb 2026, 19:49 |
| Q3 2025 | 101 | $430,765,835 | +$27,901,807 | -$4,257,577 | +$23,644,230 | VUG, VEA, DGRO, SDY, VYM | 13F-HR | 20 Oct 2025, 12:38 |
| Q2 2025 | 98 | $387,141,000 | +$6,938,316 | -$2,464,942 | +$4,473,374 | VUG, VEA, DGRO, SDY, VYM | 13F-HR | 09 Jul 2025, 16:21 |
| Q1 2025 | 97 | $361,034,000 | +$4,805,709 | -$1,245,652 | +$3,560,057 | VUG, VEA, SDY, DGRO, VYM | 13F-HR | 24 Apr 2025, 09:48 |
| Q4 2024 | 94 | $360,387,000 | +$4,864,895 | -$5,609,010 | -$744,115 | VUG, VEA, DGRO, SDY, VB | 13F-HR | 21 Jan 2025, 10:09 |
| Q3 2024 | 98 | $368,134,000 | +$224,037,295 | -$898,058 | +$223,139,237 | VUG, VEA, SDY, DGRO, VYM | 13F-HR | 24 Oct 2024, 09:34 |
| Q2 2024 | 42 | $135,450,000 | +$2,101,686 | -$209,854,866 | -$207,753,180 | DGRO, SDY, VCSH, VGSH, RPG | 13F-HR | 18 Jul 2024, 13:42 |
| Q1 2024 | 97 | $343,062,000 | +$4,384,450 | -$9,233,669 | -$4,849,219 | VUG, VEA, SDY, DGRO, VB | 13F-HR | 24 Apr 2024, 13:43 |
| Q4 2023 | 96 | $323,836,000 | +$10,098,788 | -$5,097,123 | +$5,001,665 | VUG, VEA, SDY, DGRO, VB | 13F-HR | 25 Jan 2024, 11:48 |
| Q3 2023 | 96 | $292,954,000 | +$187,579,067 | -$1,302,296 | +$186,276,771 | VUG, VEA, SDY, DGRO, VYM | 13F-HR | 30 Oct 2023, 15:00 |
| Q2 2023 | 35 | $114,801,000 | +$5,316,708 | -$179,255,263 | -$173,938,555 | SDY, DGRO, VCSH, VGSH, RPG | 13F-HR | 18 Jul 2023, 11:29 |
| Q1 2023 | 100 | $287,029,000 | +$19,243,033 | -$11,613,841 | +$7,629,192 | SDY, VUG, VEA, DGRO, VYM | 13F-HR | 01 May 2023, 10:04 |
| Q4 2022 | 97 | $270,339,000 | +$73,517,647 | -$42,568,309 | +$30,949,338 | SDY, VYM, VCSH, VEA, DGRO | 13F-HR | 06 Feb 2023, 10:30 |
| Q3 2022 | 98 | $219,068,000 | +$8,339,470 | -$2,305,182 | +$6,034,288 | SDY, RPG, VYM, VCSH, VB | 13F-HR | 31 Oct 2022, 09:50 |
| Q2 2022 | 100 | $224,772,000 | +$5,499,915 | -$2,104,306 | +$3,395,609 | SDY, RPG, VYM, VCSH, VB | 13F-HR | 05 Aug 2022, 11:00 |
| Q1 2022 | 102 | $251,855,000 | +$2,739,871 | -$1,632,677 | +$1,107,194 | SDY, RPG, VYM, VCSH, VB | 13F-HR | 03 May 2022, 11:55 |
| Q4 2021 | 105 | $264,238,000 | +$147,108,218 | -$4,691,876 | +$142,416,342 | RPG, SDY, VYM, VCSH, VOT | 13F-HR | 08 Feb 2022, 09:46 |
| Q3 2021 | 39 | $115,106,000 | +$12,243,382 | -$120,424,194 | -$108,180,812 | RPG, SDY, VCSH, EFAV, SLQD | 13F-HR | 10 Nov 2021, 19:19 |
| Q1 2021 | 95 | $218,154,000 | +$30,386,064 | -$12,199,830 | +$18,186,234 | SDY, RPG, VYM, VCSH, EFAV | 13F-HR | 13 May 2021, 12:15 |
| Q4 2020 | 87 | $190,745,000 | +$5,681,046 | -$2,517,696 | +$3,163,350 | RPG, SDY, HDV, EFAV, VCSH | 13F-HR | 21 Jan 2021, 12:11 |
| Q3 2020 | 82 | $168,517,000 | +$6,533,590 | -$1,423,467 | +$5,110,123 | RPG, SDY, HDV, EFAV, VCSH | 13F-HR | 23 Oct 2020, 12:14 |
| Q2 2020 | 81 | $157,243,000 | +$6,449,098 | -$2,484,212 | +$3,964,886 | SDY, RPG, HDV, EFAV, SLQD | 13F-HR | 20 Jul 2020, 21:14 |
| Q1 2020 | 78 | $132,234,000 | +$15,019,792 | -$2,787,509 | +$12,232,283 | SDY, HDV, RPG, EFAV, VBR | 13F-HR | 15 Apr 2020, 10:34 |
| Q4 2019 | 83 | $150,771,000 | +$6,896,967 | -$698,109 | +$6,198,858 | SDY, HDV, RPG, EFAV, VO | 13F-HR | 23 Jan 2020, 09:42 |
| Q3 2019 | 80 | $137,014,000 | +$8,008,831 | -$2,150,167 | +$5,858,664 | SDY, HDV, RPG, EFAV, VO | 13F-HR | 28 Oct 2019, 17:25 |
| Q2 2019 | 81 | $129,967,000 | +$8,967,977 | -$1,622,901 | +$7,345,076 | SDY, HDV, RPG, EFAV, VBR | 13F-HR | 24 Jul 2019, 14:11 |
| Q1 2019 | 79 | $120,503,000 | +$8,145,797 | -$1,512,877 | +$6,632,920 | SDY, HDV, RPG, EFAV, VBR | 13F-HR | 24 Apr 2019, 09:11 |
| Q4 2018 | 77 | $102,788,000 | $0 | $0 | $0 | SDY, HDV, RPG, EFAV, VDC | 13F-HR | 13 Feb 2019, 13:56 |