Wolfstich Capital, LLC
RIA/Wealth
Wolfstich Capital, LLC is a RIA/Wealth based in Medfield, MA led by Theodore John Wolfstich, reporting $144.6M in AUM as of Q3 2025 with 94% ETF concentration, 98% concentrated in top 10 holdings, and 32% allocation to DFAC.
Managing PartnerTheodore John Wolfstich
- Portfolio Value
- $49.0M
- Positions
- 13
- Top Holding
- DFAC at 31.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wolfstich Capital, LLC's portfolio (97.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.5M | 31.60% | — | — 401.5K shares | |
ETF ETF | $12.4M | 25.26% | — | — 394.6K shares | |
ETF ETF | $7.6M | 15.59% | — | — 178.7K shares | |
ETF ETF | $3.1M | 6.42% | — | — 83.3K shares | |
ETF ETF | $2.4M | 4.96% | — | — 57.3K shares | |
ETF ETF | $2.0M | 4.06% | — | — 71.2K shares | |
Information Technology Services Technology | $1.8M | 3.69% | — | 0.00% 6.4K shares | |
Unknown Unknown | $1.3M | 2.72% | — | — 6.2K shares | |
ETF ETF | $1.3M | 2.63% | — | — 3.9K shares | |
ETF ETF | $492.8K | 1.01% | — | — 18.1K shares |
Analytics
Portfolio insights and performance metrics for Wolfstich Capital, LLC
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