Woodside Wealth Management

Woodside Wealth Management as of March 31, 2026

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