Woodside Wealth Management LLC: 13F holdings
CIK 20648832026Q2
| Positions | 45 |
|---|
| Reported value | $143.5m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 45 (+1 vs prior quarter) |
|---|
| Reported value | $143.5m (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 49,298 | $33.9m | 23.6% |
| SPSB SPDR SERIES TRUST | 508,464 | $15.3m | 10.6% |
| VUG VANGUARD INDEX FDS | 126,264 | $10.9m | 7.6% |
| DIMENSIONAL ETF TRUST | 218,412 | $9.7m | 6.8% |
| PRF INVESCO EXCHANGE TRADED FD T | 175,165 | $9.5m | 6.6% |
| JPST J P MORGAN EXCHANGE TRADED F | 138,685 | $7.0m | 4.9% |
| GOOG ALPHABET INC | 16,645 | $5.9m | 4.1% |
| GOOGL ALPHABET INC | 16,400 | $5.9m | 4.1% |
| VTI VANGUARD INDEX FDS | 13,468 | $5.0m | 3.5% |
| USMV ISHARES TR | 40,734 | $3.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064883")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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