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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 55.36% of Woodside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JPST, SPSB, BSV, DFAI, XOM, PRF, FBND, DFAE, VTI, IGSB.
Started 1 new stock position in XOM.
Reduced shares in these 10 stocks: VOO, VUG, VXUS, , VTV, USMV, SCHD, SPLV, AGG, VEA.
Sold out of its positions in DFAS, IAU, TIP, EEM, LQD, IWR, IJH, IBB, IWB, IWC.
Woodside Wealth Management was a net seller of stock by $-2.5M.
Woodside Wealth Management has $128M in assets under management (AUM), dropping by -4.46%.
Central Index Key (CIK): 0002064883

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Portfolio Holdings for Woodside Wealth Management

Woodside Wealth Management holds 44 positions in its portfolio as reported in the March 2026 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)	23.1	$30M	-4%	49k	597.55	View chart
Spdr Series Trust State Street Spd (SPSB)	11.9	$15M	+5%	505k	30.07	View chart
Vanguard Index Fds Growth Etf (VUG)	7.2	$9.3M	-4%	21k	436.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.7	$8.6M		220k	38.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	6.5	$8.3M	+2%	174k	47.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.0	$6.4M	+47%	127k	50.61	View chart
Alphabet Cap Stk Cl C (GOOG)	3.7	$4.8M		17k	286.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.7	$4.7M		16k	287.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$4.3M		14k	320.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.0	$3.8M	-7%	42k	92.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.4	$3.1M	-8%	100k	30.68	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.4	$3.0M		62k	48.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$2.8M	-4%	22k	124.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$2.7M	+16%	35k	78.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.0	$2.5M	-14%	33k	77.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$2.3M	+10%	50k	45.62	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$1.8M	-6%	40k	45.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$1.8M	+26%	46k	38.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$1.4M	+4%	27k	52.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$1.3M	+3%	1.9k	653.21	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$1.2M	-22%	6.2k	196.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$969k	-2%	4.5k	213.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$654k		3.0k	217.25	View chart
Microsoft Corporation (MSFT)	0.5	$616k		1.7k	370.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$615k	-6%	2.5k	248.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$546k	-17%	6.9k	79.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$540k		5.6k	97.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$517k	+63%	15k	33.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$403k	-26%	4.5k	88.70	View chart
International Business Machines (IBM)	0.3	$394k		1.6k	242.39	View chart
Corning Incorporated (GLW)	0.3	$391k	-17%	2.9k	135.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$365k	-41%	3.7k	99.27	View chart
Apple (AAPL)	0.3	$335k	-7%	1.3k	253.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$319k		1.5k	215.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$299k	+2%	4.1k	73.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$282k	NEW	1.7k	169.66	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$272k	-50%	3.7k	73.14	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$270k		4.3k	62.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$267k		4.9k	54.05	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$262k		3.6k	72.08	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$239k		2.2k	106.15	View chart
Bank of New York Mellon Corporation (BK)	0.2	$224k		1.9k	118.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$223k	+2%	9.0k	24.75	View chart
Comcast Corp Cl A (CMCSA)	0.2	$207k		7.2k	28.71	View chart

Past Filings by Woodside Wealth Management

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

Woodside Wealth Management 2026 Q1 filed April 13, 2026
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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