SEC Form 13F · Q1 2026

Wolff Financial Management LLC

Institutional Holdings Report

13F-HRMI
$452.5M
Portfolio Value
103
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Wolff Financial Management LLC
CIK
1767940
Accession No.
0001767940-26-000003
Location
KALAMAZOO, MI
Form Type
13F-HR
Portfolio Value
$452.5M
Holdings Reported
103
Reporting Period
Q1 2026
Filed
April 15, 2026

About this Filing

Wolff Financial Management LLC is an institutional investment manager based in KALAMAZOO, MI reporting approximately $452.5M in 13(f) securities across 103 positions as of Q1 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.