HoldingsChannel.com
Wolff Financial Management LLC Top Holdings
As of  09/30/2022, below is a summary of the Wolff Financial Management LLC top holdings by largest position size, as per the latest 13f filing made by Wolff Financial Management LLC. In the Wolff Financial Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wolff Financial Management LLC in that top holding, then the share count change between reporting periods, and finally the Wolff Financial Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SDY) 200,359 +5,497 $22,340
     SDY200,359+5,497$22,340
INVESCO EXCHANGE TRADED FD T (RPG) 126,120 +2,298 $18,231
     RPG126,120+2,298$18,231
VANGUARD WHITEHALL FDS (VYM) 150,577 +10,456 $14,286
     VYM150,577+10,456$14,286
VANGUARD SCOTTSDALE FDS (VCSH) 164,216 +13,395 $12,198
     VCSH164,216+13,395$12,198
VANGUARD INDEX FDS (VB) 56,846 +2,633 $9,715
     VB56,846+2,633$9,715
VANGUARD INDEX FDS (VOT) 51,171 +807 $8,726
     VOT51,171+807$8,726
VANGUARD INDEX FDS (VO) 44,867 +899 $8,434
     VO44,867+899$8,434
ISHARES TR (EFAV) 138,288 -3,295 $7,883
     EFAV138,288-3,295$7,883
VANGUARD INDEX FDS (VBR) 51,222 +73 $7,345
     VBR51,222+73$7,345
VANGUARD INDEX FDS (VBK) 36,575 -753 $7,137
     VBK36,575-753$7,137
ISHARES TR (SLQD) 149,924 +10,039 $7,106
     SLQD149,924+10,039$7,106
ISHARES TR (DGRO) 141,038 +28,747 $6,271
     DGRO141,038+28,747$6,271
VANGUARD INDEX FDS (VOE) 42,764 +41 $5,207
     VOE42,764+41$5,207
LILLY ELI & CO 15,144 +1 $4,896
     LLY15,144+1$4,896
ISHARES TR (IQLT) 127,931 +12,492 $3,553
     IQLT127,931+12,492$3,553
ISHARES TR (HDV) 37,205 -182 $3,396
     HDV37,205-182$3,396
LANCASTER COLONY CORP 21,923 UNCH $3,294
     LANC21,923UNCH$3,294
VANGUARD INDEX FDS (VUG) 14,512 +1,764 $3,104
     VUG14,512+1,764$3,104
ISHARES TR (EFA) 53,448 +5,325 $2,993
     EFA53,448+5,325$2,993
KELLOGG CO 39,438 -7,655 $2,747
     K39,438-7,655$2,747
APPLE INC 19,321 -239 $2,670
     AAPL19,321-239$2,670
ISHARES TR (DVY) 22,728 -509 $2,436
     DVY22,728-509$2,436
ISHARES TR (QUAL) 23,017 +687 $2,392
     QUAL23,017+687$2,392
PFIZER INC 54,364 +46 $2,379
     PFE54,364+46$2,379
VANGUARD WORLD FDS (VGT) 7,671 -3 $2,357
     VGT7,671-3$2,357
STRYKER CORPORATION 10,589 -15 $2,144
     SYK10,589-15$2,144
MICROSOFT CORP 7,073 +285 $1,647
     MSFT7,073+285$1,647
VANGUARD WORLD FDS (VDC) 9,042 -4 $1,553
     VDC9,042-4$1,553
META PLATFORMS INC 10,457 +1,033 $1,418
     FB10,457+1,033$1,418
VANGUARD SPECIALIZED FUNDS (VIG) 10,381 +9 $1,403
     VIG10,381+9$1,403
ISHARES TR (FLOT) 25,973 +5,339 $1,305
     FLOT25,973+5,339$1,305
PROCTER AND GAMBLE CO 10,105 +2 $1,275
     PG10,105+2$1,275
CHEVRON CORP NEW 8,825 +2 $1,267
     CVX8,825+2$1,267
INVESCO EXCH TRADED FD TR II (SPLV) 21,248 +128 $1,228
     SPLV21,248+128$1,228
MCDONALDS CORP 5,259 +10 $1,213
     MCD5,259+10$1,213
ISHARES TR (EFG) 16,162 +14 $1,172
     EFG16,162+14$1,172
VANGUARD MUN BD FDS (VTEB) 23,195 -6,815 $1,116
     VTEB23,195-6,815$1,116
ISHARES TR (IWP) 13,955 +3,128 $1,094
     IWP13,955+3,128$1,094
MERCK & CO INC 12,377 +1 $1,065
     MRK12,377+1$1,065
VANGUARD INDEX FDS (VTI) 5,907 +357 $1,060
     VTI5,907+357$1,060
QUALCOMM INC 9,312 -1 $1,052
     QCOM9,312-1$1,052
NUVEEN MUN VALUE FD INC 120,109 +387 $1,016
     NUV120,109+387$1,016
PEPSICO INC 5,762 +1 $940
     PEP5,762+1$940
VERIZON COMMUNICATIONS INC 24,381 +433 $925
     VZ24,381+433$925
INVESCO QQQ TR 3,318 UNCH $886
     QQQ3,318UNCH$886
CATERPILLAR INC 5,335 -28 $875
     CAT5,335-28$875
UNITED PARCEL SERVICE INC 5,380 +3 $869
     UPS5,380+3$869
VANGUARD INDEX FDS (VTV) 6,536 +44 $807
     VTV6,536+44$807
AMERICAN ELEC PWR CO INC 9,124 UNCH $788
     AEP9,124UNCH$788
COCA COLA CO 13,694 +3 $767
     KO13,694+3$767

See Full List: All Stocks Held By Wolff Financial Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wolff Financial Management LLC

Size ($ in 1000's)
At 09/30/2022: $219,068
At 06/30/2022: $224,772

Wolff Financial Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wolff Financial Management LLC 13F filings. Link to 13F filings: SEC filings

Wolff Financial Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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