Holdings
Wolff Financial Management LLC
As of Jun 30, 2026, Wolff Financial Management LLC reported 56 positions worth US$66.7M. Largest: Eli Lilly And Company, Apple Inc and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 7,772 | US$9.32M | −425 | Jun 30, 2026 |
| Apple Inc | 17,445 | US$5.05M | −127 | Jun 30, 2026 |
| Caterpillar, Inc. | 4,440 | US$4.73M | −508 | Jun 30, 2026 |
| Stryker Corporation | 9,722 | US$3.06M | +450 | Jun 30, 2026 |
| Microsoft Corp. | 7,792 | US$2.91M | +1,299 | Jun 30, 2026 |
| The Marzetti Company | 24,473 | US$2.79M | no change | Jun 30, 2026 |
| Western Digital Corporation | 2,659 | US$1.7M | −570 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,304 | US$1.65M | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 10,146 | US$1.49M | +4 | Jun 30, 2026 |
| Qualcomm Incorporated | 7,811 | US$1.44M | −1,396 | Jun 30, 2026 |