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| Wolfstich Capital LLC
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|---|---|
| CRD # | 146026 |
| SEC # | 801-121875 |
| CIK # | 0002047009 |
| AUM | 162.1 M (2026-01-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 781-475-6157 |
| Address | 445 Main Street Medfield, MA 02052 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002047009 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 1.4 | ||
| American States Water Co | 0.9 | ||
| Price T Rowe Group Inc | 0.8 | ||
| AbbVie Inc | 0.7 | ||
| Verizon Communications Inc | 0.7 | ||
| Kraft Foods Inc | 0.6 | ||
| Chevron Corp | 0.6 | ||
| Procter & Gamble Co | 0.5 | ||
| Johnson & Johnson | 0.5 | ||
| Accenture PLC | 0.5 | ||
| Canadian Natural Resources Ltd | 0.4 | ||
| Oneok Inc /New/ | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 17.5 |
| (b) Individuals (high net worth individuals) | 55 | 137.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 162.1 |
| By Discretionary | ||
| Discretionary | 273 | 162.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 162.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.1 | |
| Total | 273 | 162.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002047009] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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