SEC Form 13F · Q3 2026

Wolff Financial Management LLC

Institutional Holdings Report

13F-HRMI
$494.3M
Portfolio Value
102
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Wolff Financial Management LLC
CIK
1767940
Accession No.
0001767940-26-000006
Location
KALAMAZOO, MI
Form Type
13F-HR
Portfolio Value
$494.3M
Holdings Reported
102
Reporting Period
Q3 2026
Filed
October 23, 2026

About this Filing

Wolff Financial Management LLC is an institutional investment manager based in KALAMAZOO, MI reporting approximately $494.3M in 13(f) securities across 102 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.