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Woodside Wealth Management

Latest statistics and disclosures from Woodside Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPSB, VUG, DFAC, PRF, and represent 55.61% of Woodside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JPST, VOO, GLW, SPSB, BK, CMCSA, DFAI, DFAU, VUG, FBND.
Started 5 new stock positions in EEM, GLW, CMCSA, LQD, BK.
Reduced shares in these 9 stocks: FHLC, FTEC, VNQ, USMV, PRF, DFUV, IBM, VCSH, VTV.
Sold out of its positions in FHLC, FTEC.
Woodside Wealth Management was a net buyer of stock by $2.9M.
Woodside Wealth Management has $134M in assets under management (AUM), dropping by 5.62%.
Central Index Key (CIK): 0002064883

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Portfolio Holdings for Woodside Wealth Management

Woodside Wealth Management holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	24.2	$33M		52k	627.13	View chart
Spdr Ser Tr Portfolio Short (SPSB)	10.8	$15M		480k	30.20	View chart
Vanguard Index Fds Growth Etf (VUG)	8.1	$11M		22k	487.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.5	$8.7M		220k	39.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	5.9	$8.0M		170k	46.92	View chart
Alphabet Cap Stk Cl C (GOOG)	3.9	$5.2M		17k	313.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.8	$5.1M		16k	313.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$4.5M		13k	335.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.3	$4.4M	+13%	86k	50.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.2	$4.2M		45k	94.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$3.0M		109k	27.43	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$2.9M		63k	46.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.2	$2.9M	+3%	38k	75.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$2.8M		23k	120.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.8	$2.4M		30k	78.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$2.1M	+6%	45k	46.04	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$2.0M	+8%	42k	46.80	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.5M		8.0k	190.99	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$1.4M	+17%	36k	38.11	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.0	$1.3M		25k	52.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$1.3M	+3%	1.9k	684.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$981k		4.7k	210.34	View chart
Microsoft Corporation (MSFT)	0.6	$805k		1.7k	483.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$664k		8.3k	79.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$652k		2.7k	246.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$637k		3.0k	211.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$630k		6.3k	99.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$547k	-7%	6.2k	88.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$534k		5.6k	96.03	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$533k		7.5k	71.42	View chart
International Business Machines (IBM)	0.4	$482k		1.6k	296.21	View chart
Apple (AAPL)	0.3	$390k	+28%	1.4k	271.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPYM)	0.3	$357k		4.4k	80.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$326k		1.5k	219.78	View chart
Corning Incorporated (GLW)	0.2	$307k	NEW	3.5k	87.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$304k	+17%	9.3k	32.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$293k		4.0k	74.07	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$268k		3.6k	73.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$265k		4.9k	53.76	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$257k		4.3k	59.54	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$241k	+28%	2.2k	107.11	View chart
Bank of New York Mellon Corporation (BK)	0.2	$219k	NEW	1.9k	116.09	View chart
Comcast Corp Cl A (CMCSA)	0.2	$215k	NEW	7.2k	29.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$212k		8.8k	24.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$183k		2.9k	62.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$170k		2.4k	69.67	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$161k		5.5k	29.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$140k		2.1k	66.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$135k		2.3k	58.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$128k		497.00	257.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$127k		2.5k	50.29	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$127k		2.8k	45.21	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$109k	+3%	4.2k	25.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$102k		3.6k	28.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$100k		1.7k	59.93	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$94k		4.0k	23.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$82k		109.00	753.78	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$55k	NEW	500.00	110.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$54k		560.00	96.27	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$52k	+5%	1.1k	48.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$46k		404.00	113.92	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$41k		240.00	168.77	View chart
Vanguard World Health Car Etf (VHT)	0.0	$38k		132.00	287.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$37k		99.00	373.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$34k		164.00	209.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$33k	NEW	601.00	54.70	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$32k		723.00	44.41	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$32k		221.00	143.33	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$30k	+6%	1.1k	27.21	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$27k	+167%	241.00	109.76	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$25k		158.00	157.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$22k		276.00	81.17	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$21k		213.00	98.00	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$20k		242.00	82.50	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$20k		140.00	139.16	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$19k		275.00	67.22	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$15k		335.00	45.84	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$13k		510.00	24.90	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$9.4k		203.00	46.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$8.7k		268.00	32.62	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$7.8k		167.00	46.81	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$7.3k		156.00	46.86	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$3.8k		66.00	57.91	View chart

Past Filings by Woodside Wealth Management

SEC 13F filings are viewable for Woodside Wealth Management going back to 2025

Woodside Wealth Management 2025 Q4 filed Jan. 30, 2026
Woodside Wealth Management 2025 Q3 filed Nov. 10, 2025
Woodside Wealth Management 2025 Q2 filed July 23, 2025
Woodside Wealth Management 2025 Q1 filed May 1, 2025

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