Long-term investor

Wolfstich Capital, LLC @wolfstichcapitalllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002047009).

Record

  • Tracked since 2025-06-30 (434 days), 100 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.8% · 6 months +12.1% · 1 year +18.5% · all +18.5%
  • Max drawdown -1.1% · Sharpe 1.30 · win rate 13% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DFAC · 23.9% · long · since 2025-06-30
  • DFAX · 21.7% · long · since 2025-06-30
  • DFSD · 18.9% · long · since 2025-12-31
  • DFCF · 10.9% · long · since 2025-06-30
  • DUSB · 8.4% · long · since 2025-12-31
  • DFUV · 4.7% · long · since 2026-06-30
  • DUHP · 2.2% · long · since 2025-06-30
  • DFSU · 1.4% · long · since 2025-06-30
  • IBM · 1.3% · long · since 2025-06-30
  • SCHF · 1.3% · long · since 2026-06-30
  • SCHD · 1.1% · long · since 2025-06-30
  • SCHK · 1.1% · long · since 2025-12-31

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