Wolfstich Capital, LLC
SEC Form 13F institutional filer · CIK 0002047009
13F-HR · 21 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
68.8%
Wolfstich Capital, LLC — $11.7M AUM allocation strategy
Wolfstich Capital, LLC files SEC Form 13F and reports $11.7M of long US equity value across 21 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Staples 25.1%, followed by Financials 22.1% and Information Technology 15.8%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wolfstich Capital, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$11.7M
total across 21 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- IT Consulting & Other Services15.8%—
- Investment Banking & Brokerage15.6%—
- Soft Drinks & Non-alcoholic Beverages6.9%—
- Asset Management & Custody Banks6.5%—
- Biotechnology6.0%—
- Integrated Telecommunication Services6.0%—
- Packaged Foods & Meats5.4%—
- Integrated Oil & Gas4.8%—
- Other holdings33.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 60.1K | $1.83M | +27.7K | 15.6% |
| $IBM | International Business Machines Corporation | 5.86K | $1.39M | — | 11.9% |
| $TROW | T. Rowe Price Group Inc | 8.46K | $753K | — | 6.4% |
| $ABBV | AbbVie Inc | 3.3K | $704K | — | 6.0% |
| $VZ | Verizon Communications Inc | 13.9K | $700K | — | 6.0% |
| $MDLZ | Mondelez International Inc | 10.9K | $633K | — | 5.4% |
| $CVX | Chevron Corporation | 2.65K | $558K | — | 4.8% |
| $PG | Procter & Gamble Company | 3.68K | $532K | — | 4.5% |
| $JNJ | Johnson & Johnson | 2.11K | $512K | — | 4.4% |
| $ACN | Accenture plc | 2.29K | $453K | — | 3.9% |
…and 11 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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