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.
Woodside Wealth Management LLC (CIK 2064883) reported $128.0M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($29.5M, 23.07%), SPSB ($15.2M, 11.87%), VUG ($9.3M, 7.25%), DFAC ($8.6M, 6.69%), PRF ($8.3M, 6.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $29.5M | 23.07% | 49,427 | Trimmed |
| 2 | SPSB | SPDR SERIES TRUST | $15.2M | 11.87% | 505,290 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $9.3M | 7.25% | 21,234 | Trimmed |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $8.6M | 6.69% | 220,439 | Added |
| 5 | PRF | INVESCO EXCHANGE TRADED FD T | $8.3M | 6.48% | 174,410 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $6.4M | 5.02% | 126,955 | Added |
| 7 | GOOG | ALPHABET INC | $4.8M | 3.73% | 16,645 | Hold |
| 8 | GOOGL | ALPHABET INC | $4.7M | 3.68% | 16,400 | Hold |
| 9 | VTI | VANGUARD INDEX FDS | $4.3M | 3.39% | 13,528 | Added |
| 10 | USMV | ISHARES TR | $3.8M | 3.01% | 41,479 | Trimmed |
| 11 | SCHD | SCHWAB STRATEGIC TR | $3.1M | 2.38% | 99,496 | Trimmed |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $3.0M | 2.36% | 62,321 | Trimmed |
| 13 | IJR | ISHARES TR | $2.8M | 2.18% | 22,410 | Trimmed |
| 14 | BSV | VANGUARD BD INDEX FDS | $2.7M | 2.14% | 34,917 | Added |
| 15 | VXUS | VANGUARD STAR FDS | $2.5M | 1.98% | 32,813 | Trimmed |
| 16 | FBND | FIDELITY MERRIMACK STR TR | $2.3M | 1.77% | 49,544 | Added |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $1.8M | 1.40% | 39,749 | Trimmed |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $1.8M | 1.39% | 45,824 | Added |
| 19 | IGSB | ISHARES TR | $1.4M | 1.09% | 26,492 | Added |
| 20 | IVV | ISHARES TR | $1.3M | 0.99% | 1,935 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $1.2M | 0.95% | 6,203 | Trimmed |
| 22 | IWD | ISHARES TR | $968,993 | 0.76% | 4,535 | Trimmed |
| 23 | VBR | VANGUARD INDEX FDS | $653,705 | 0.51% | 3,009 | Hold |
| 24 | MSFT | MICROSOFT CORP | $616,333 | 0.48% | 1,665 | Hold |
| 25 | IWM | ISHARES TR | $615,040 | 0.48% | 2,480 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31