Portfolio (Quarterly) Guide ↗

Wolff Financial Management LLC

· CIK 0001767940

13F Portfolio $453M AUM 103 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 14 Added 14 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MOAT	VANECK ETF TRUST	—	2,029	$210K	0.05%	SOLD

Sector Allocation

Healthcare 24.4%

Technology 20.3%

Consumer Defensive 15.4%

Financial Services 13.9%

Industrials 10.3%

Energy 4.9%

Communication Services 4.5%

Consumer Cyclical 3.7%

Utilities 2.7%