Woodside Wealth Management

Woodside Wealth Management as of June 30, 2026

Portfolio Holdings for Woodside Wealth Management

Woodside Wealth Management holds 45 positions in its portfolio as reported in the June 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) 23.6 $34M 49k 686.82
Spdr Series Trust St Shor Corp Etf (SPSB) 10.6 $15M 509k 30.01
Vanguard Index Fds Growth Etf (VUG) 7.6 $11M 126k 86.14
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 6.8 $9.7M 218k 44.36
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 6.6 $9.5M 175k 54.03
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.9 $7.0M 139k 50.57
Alphabet Cap Stk Cl C (GOOG) 4.1 $5.9M 17k 353.33
Alphabet Cap Stk Cl A (GOOGL) 4.1 $5.9M 16k 357.37
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $5.0M 14k 370.04
Ishares Tr Msci Usa Min Etf (USMV) 2.7 $3.9M 41k 96.46
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.4 $3.4M 62k 55.01
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $3.4M 23k 148.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $3.2M 101k 31.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.0 $2.9M 34k 85.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $2.8M 36k 77.91
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.6 $2.3M 52k 45.49
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.6 $2.3M 44k 51.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $2.0M 48k 41.25
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.5M 1.9k 748.89
Vanguard Index Fds Value Etf (VTV) 0.9 $1.4M 6.2k 217.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $1.3M 25k 52.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.1M 4.5k 242.43
Ishares Tr Russell 2000 Etf (IWM) 0.5 $745k 2.5k 300.45
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $731k 3.0k 242.99
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $640k 16k 40.21
Microsoft Corporation (MSFT) 0.4 $621k 1.7k 373.02
Ishares Tr Msci Eafe Etf (EFA) 0.4 $578k 5.6k 103.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $544k 6.9k 79.03
International Business Machines (IBM) 0.3 $458k 1.6k 281.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $440k 4.6k 96.43
Ishares Tr National Mun Etf (MUB) 0.3 $387k 3.6k 107.62
Apple (AAPL) 0.3 $382k 1.3k 289.36
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $377k 3.8k 98.98
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $350k 1.5k 236.62
Corning Incorporated (GLW) 0.2 $345k 1.4k 255.43
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $302k 4.3k 69.90
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.2 $298k 3.6k 81.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $295k 4.0k 73.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $295k 4.9k 59.69
Bank of New York Mellon Corporation (BNY) 0.2 $273k 1.9k 144.61
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $260k 3.5k 74.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $250k 9.0k 27.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $228k 3.2k 71.25
Exxon Mobil Corporation (XOM) 0.2 $216k 1.6k 136.72
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $200k 2.4k 82.34