SEC Form 13F · Q2 2026

Wolff Financial Management LLC

Institutional Holdings Report

13F-HRMI
$501.5M
Portfolio Value
106
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Wolff Financial Management LLC
CIK
1767940
Accession No.
0001767940-26-000004
Location
KALAMAZOO, MI
Form Type
13F-HR
Portfolio Value
$501.5M
Holdings Reported
106
Reporting Period
Q2 2026
Filed
July 16, 2026

About this Filing

Wolff Financial Management LLC is an institutional investment manager based in KALAMAZOO, MI reporting approximately $501.5M in 13(f) securities across 106 positions as of Q2 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.