Wolff Financial Management LLC has filed its latest 13F-HR report, revealing a total of $494.25 million in assets under management as of September 30, 2026. This filing is significant as it provides a snapshot of the firm’s investment strategies and positions across various sectors.
The filing indicates that Wolff Financial Management continues to actively manage a diverse portfolio, reflecting its approach to navigating the current market landscape. The report includes holdings in well-known companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp., among others.
Background
Wolff Financial Management LLC is based in Kalamazoo, Michigan. The firm is classified under the SEC as an asset management company, focusing on investment strategies for its clients. The latest filing is part of its regular reporting obligations to the SEC, showcasing its investment activities and holdings.
As per its recent filings, Wolff Financial Management has submitted multiple 13F-HR forms, with the latest dated October 23, 2026. This consistent reporting underscores its commitment to transparency and regulatory compliance.
What the Filing Says
The 13F-HR filing details that Wolff Financial Management has a total of 102 positions valued at approximately $494.25 million. The filing states, "The report type is 13F HOLDINGS REPORT," indicating the firm’s holdings as of the end of the third quarter of 2026.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors within the asset management industry. Investors can gain insights into the firm’s strategic asset allocation and investment preferences, while competitors may analyze these trends to adjust their strategies accordingly.
What's Next
The filing does not specify what happens next regarding Wolff Financial Management's investment strategies or any upcoming changes in its portfolio management approach.
For more details, the complete filing can be accessed through the SEC's EDGAR database, accession number 0001767940-26-000006.