Wolff Financial Management LLC - Portfolio overview

Wolff Financial Management LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 10.17%
2. VUG - VANGUARD INDEX FDS, 8.93%
3. DGRO - ISHARES TR, 8.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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