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Home > Institutional Investor > Wolff Financial Management Llc > Profile

Instuitional Investor - Wolff Financial Management Llc

Fund Profile
Filing Period:
Fund Name: Wolff Financial Management Llc
Portfolio Value $494,252,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - MRNGSTR GRWT ETF
 563,563 $50,782,684 10.27%
2.
Vanguard Tax-Managed Fds
 702,967 $49,636,477 10.04%
3.
Ishares Tr
 560,895 $42,285,893 8.56%
4.
Spdr Series Trust
 KRE 265,610 $38,906,606 7.87%
5.
Vanguard Whitehall Funds
 VYM 223,522 $34,690,550 7.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.