← Every investor
Woodside Wealth Management LLC Portfolio
$145.9M across 43 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $34.9M | 23.9% | 49,788 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $15.1M | 10.3% | 510,171 |
| VUGVanguard Growth ETF | $11.4M | 7.8% | 127,031 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $9.7M | 6.7% | 218,482 |
| PRFInvesco FTSE RAFI US 1000 ETF | $9.7M | 6.6% | 178,000 |
| JPSTJPMorgan Ultra-Short Income ETF | $7.3M | 5.0% | 145,583 |
| GOOGAlphabet Inc | $5.7M | 3.9% | 16,645 |
| GOOGLAlphabet Inc | $5.6M | 3.9% | 16,400 |
| VTIVanguard Total Stock Market ETF | $5M | 3.5% | 13,474 |
| USMViShares MSCI USA Min Vol Factor ETF | $3.9M | 2.7% | 39,795 |
| SCHDSchwab US Dividend Equity ETF | $3.5M | 2.4% | 108,321 |
| DIMENSIONAL ETF TRUST | $3.4M | 2.3% | 62,078 |
| IJRiShares Core S&P Small-Cap ETF | $3.2M | 2.2% | 23,562 |
| FBNDFidelity Total Bond ETF | $3M | 2.0% | 68,578 |
| VXUSVanguard Total International Stock ETF | $3M | 2.0% | 34,840 |
| BSVVanguard Short-Term Bond ETF | $2.8M | 1.9% | 36,843 |
| DFAUDimensional US Core Equity Market ETF | $2.8M | 1.9% | 53,689 |
| DFAIDimensional International Core Equity Market ETF | $2M | 1.4% | 48,815 |
| IVViShares Core S&P 500 ETF | $1.5M | 1.0% | 1,944 |
| VTVVanguard Value ETF | $1.3M | 0.9% | 6,219 |
| IGSBISHARES TR | $1.3M | 0.9% | 25,644 |
| IWDiShares Russell 1000 Value ETF | $1.1M | 0.8% | 4,535 |
| MSFTMicrosoft Corp | $854K | 0.6% | 1,665 |
| DFAEDimensional Emerging Core Equity Market ETF | $729.2K | 0.5% | 18,549 |
| VBRVanguard Small-Cap Value ETF | $699.8K | 0.5% | 3,029 |
| IWMiShares Russell 2000 Index Fund | $633.6K | 0.4% | 2,280 |
| EFAiShares MSCI EAFE ETF | $577.6K | 0.4% | 5,560 |
| VCSHVanguard Short-Term Corporate Bond ETF | $536K | 0.4% | 6,939 |
| VNQVanguard Real Estate ETF | $486.5K | 0.3% | 5,428 |
| AAPLApple Inc | $439.9K | 0.3% | 1,321 |
| MUBiShares National Muni Bond ETF | $373.9K | 0.3% | 3,698 |
| IBMInternational Business Machines Corp | $357.8K | 0.2% | 1,627 |
| VIGVanguard Div Appreciation ETF | $345.5K | 0.2% | 1,481 |
| DCORDimensional US Core Equity 1 ETF | $300.8K | 0.2% | 3,639 |
| VWOVanguard FTSE Emerging Markets ETF | $292.8K | 0.2% | 4,936 |
| DFATDimensional U.S. Targeted Value ETF | $287K | 0.2% | 4,320 |
| BANK OF NY MELLON CORP | $272.8K | 0.2% | 1,886 |
| SCHFSchwab International Equity ETF | $247.5K | 0.2% | 9,010 |
| SPLVInvesco S&P 500 Low Volatility ETF | $237.8K | 0.2% | 3,373 |
| VEAVanguard FTSE Developed Markets ETF | $225.7K | 0.2% | 3,197 |
| XOMExxonmobil Holdings Corp | $221K | 0.2% | 1,358 |
| GLWCorning Inc | $207.6K | 0.1% | 1,350 |
| JNJJohnson & Johnson | $202.5K | 0.1% | 765 |
Quarter ending 2026-09-30.
Follow Woodside Wealth Management LLC by email
Woodside Wealth Management LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.