Woodside Wealth Management

Woodside Wealth Management as of Dec. 31, 2025

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