Wolff Financial Management LLC ETF holdings
Kalamazoo, MI
Reported $434.4M in 49 ETFs in its Form 13F for June 30, 2026.
ETF value
$434.4M
ETFs held
49
Change from prior quarter
+10.6%
With price moves
ETFs as a share of its 13F
86.6%
of $501.5M
Top 10 of 49 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $50.0M | 701,967 | −20,032 shares |
| VUG | Vanguard Morningstar Growth ETF | $48.6M | 563,790 | +470,736 shares |
| DGRO | iShares Core Dividend Growth ETF | $42.8M | 564,374 | −2,257 shares |
| SDY | State Street SPDR S&P Dividend ETF | $40.1M | 263,340 | +3,356 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $36.8M | 121,432 | −1,944 shares |
| VYM | Vanguard High Dividend Yield ETF | $35.2M | 222,765 | −1,335 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $33.3M | 421,619 | +21,539 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $29.9M | 513,142 | +35,092 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $29.6M | 367,145 | +275,663 shares |
| VCRB | Vanguard Core Bond ETF | $16.3M | 211,201 | +21,314 shares |
39 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767940. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wolff Financial Management LLC own?
Wolff Financial Management LLC reported 49 ETF positions worth $434.4M in its Form 13F for June 30, 2026. The largest was VEA, at $50.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.