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.
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV (CIK 771118) reported $624.9M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($40.9M, 6.55%), IWF ($39.0M, 6.24%), SPYV ($36.2M, 5.79%), VV ($34.9M, 5.58%), SPYG ($33.3M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $40.9M | 6.55% | 62,949 | Trimmed |
| 2 | IWF | ISHARES TR | $39.0M | 6.24% | 91,513 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $36.2M | 5.79% | 639,789 | Trimmed |
| 4 | VV | VANGUARD INDEX FDS | $34.9M | 5.58% | 116,695 | Trimmed |
| 5 | SPYG | SPDR SERIES TRUST | $33.3M | 5.33% | 340,102 | Trimmed |
| 6 | SPTM | SPDR SERIES TRUST | $32.6M | 5.21% | 411,814 | Trimmed |
| 7 | BKLC | BNY MELLON ETF TRUST | $32.1M | 5.14% | 257,377 | Trimmed |
| 8 | UTEN | RBB FD INC | $25.9M | 4.15% | 594,825 | New |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $24.1M | 3.86% | 437,123 | Trimmed |
| 10 | ILCV | ISHARES TR | $22.2M | 3.56% | 238,624 | Trimmed |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | $20.1M | 3.22% | 429,028 | Trimmed |
| 12 | IWD | ISHARES TR | $20.0M | 3.20% | 93,480 | Trimmed |
| 13 | MGNR | AMERICAN BEACON SELECT FUNDS | $19.2M | 3.08% | 373,165 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $18.0M | 2.87% | 93,536 | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $11.8M | 1.88% | 49,477 | Added |
| 16 | IWL | ISHARES TR | $11.7M | 1.87% | 72,924 | Trimmed |
| 17 | CLIP | GLOBAL X FDS | $10.1M | 1.62% | 100,768 | Added |
| 18 | BALT | INNOVATOR ETFS TRUST | $9.5M | 1.53% | 285,020 | Trimmed |
| 19 | AAPL | APPLE INC | $8.8M | 1.41% | 34,610 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $7.7M | 1.24% | 44,315 | Added |
| 21 | AMZN | AMAZON COM INC | $7.0M | 1.11% | 33,407 | Added |
| 22 | GOOG | ALPHABET INC | $6.6M | 1.06% | 23,002 | Added |
| 23 | ILCG | ISHARES TR | $6.1M | 0.98% | 64,379 | Added |
| 24 | MSFT | MICROSOFT CORP | $5.8M | 0.93% | 15,713 | Added |
| 25 | HD | HOME DEPOT INC | $5.2M | 0.84% | 15,890 | Added |
Source: SEC Form 13F filings · as of 2026-03-31