Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wood Tarver Financial Group, LLC (CIK 2059344) reported $361.9M across 155 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($46.9M, 12.97%), CGSD ($38.8M, 10.73%), CGCP ($26.6M, 7.36%), CGDV ($20.3M, 5.60%), QUAL ($13.5M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $46.9M | 12.97% | 146,291 | Trimmed |
| 2 | CGSD | CAPITAL GRP FIXED INCM ETF T | $38.8M | 10.73% | 1.5M | Added |
| 3 | CGCP | CAPITAL GRP FIXED INCM ETF T | $26.6M | 7.36% | 1.2M | Added |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $20.3M | 5.60% | 476,445 | Trimmed |
| 5 | QUAL | ISHARES TR | $13.5M | 3.72% | 70,239 | Added |
| 6 | PRF | INVESCO EXCHANGE TRADED FD T | $12.3M | 3.39% | 257,812 | Added |
| 7 | DOCT | FIRST TR EXCHNG TRADED FD VI | $10.4M | 2.86% | 238,486 | Trimmed |
| 8 | COWZ | PACER FDS TR | $10.1M | 2.79% | 161,116 | Added |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $10.0M | 2.76% | 140,453 | Added |
| 10 | IMCG | ISHARES TR | $8.4M | 2.33% | 107,243 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $7.8M | 2.14% | 121,103 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $6.8M | 1.88% | 35,356 | Added |
| 13 | DMAR | FIRST TR EXCHNG TRADED FD VI | $6.6M | 1.84% | 156,653 | Trimmed |
| 14 | GMAR | FIRST TR EXCHNG TRADED FD VI | $5.8M | 1.60% | 138,743 | Added |
| 15 | GMAY | FIRST TR EXCHNG TRADED FD VI | $5.5M | 1.53% | 134,484 | Trimmed |
| 16 | LRCX | LAM RESEARCH CORP | $5.5M | 1.51% | 25,661 | Hold |
| 17 | GSEP | FIRST TR EXCHNG TRADED FD VI | $5.4M | 1.48% | 140,961 | Added |
| 18 | EMXC | ISHARES INC | $5.3M | 1.46% | 66,992 | Added |
| 19 | DSEP | FIRST TR EXCHNG TRADED FD VI | $4.2M | 1.16% | 95,753 | Trimmed |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | $4.0M | 1.11% | 50,548 | Trimmed |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | $3.6M | 1.00% | 89,872 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.96% | 5,338 | Trimmed |
| 23 | AAPL | APPLE INC | $3.1M | 0.87% | 12,388 | Trimmed |
| 24 | DAPR | FIRST TR EXCHNG TRADED FD VI | $2.6M | 0.71% | 64,267 | Trimmed |
| 25 | DJUN | FIRST TR EXCHNG TRADED FD VI | $2.5M | 0.69% | 53,007 | Added |
Source: SEC Form 13F filings · as of 2026-03-31