Long-term investor
Wolff Financial Management LLC @wolfffinancialmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767940).
Record
- Tracked since 2025-06-30 (481 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +5.0% · 1 year +2.8% · all +2.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 10.3% · long · since 2025-09-30
- 921943858 · 10.0% · long · since 2025-09-30
- 46434V621 · 8.6% · long · since 2025-09-30
- 78464A763 · 7.9% · long · since 2025-09-30
- 921946406 · 7.0% · long · since 2025-09-30
- 922908751 · 7.0% · long · since 2025-09-30
- 92206C409 · 6.8% · long · since 2025-09-30
- 922908629 · 5.8% · long · since 2025-09-30
- 92206C102 · 4.4% · long · since 2025-09-30
- 922020748 · 3.4% · long · since 2025-09-30
- 922908538 · 2.6% · long · since 2025-09-30
- LLY · 1.8% · long · since 2025-09-30