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.
WoodTrust Financial Corp (CIK 1725247) reported $774.8M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EFA ($96.4M, 12.44%), VWO ($31.1M, 4.02%), VOE ($28.5M, 3.68%), IWN ($27.0M, 3.48%), VOT ($25.4M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR MSCI EAFE ETF | $96.4M | 12.44% | 992,287 | Trimmed |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $31.1M | 4.02% | 575,857 | Trimmed |
| 3 | VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $28.5M | 3.68% | 154,707 | Trimmed |
| 4 | IWN | ISHARES TR RUS 2000 VAL ETF | $27.0M | 3.48% | 142,405 | Trimmed |
| 5 | VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $25.4M | 3.27% | 98,569 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON COM | $25.2M | 3.26% | 103,197 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $25.3M | 3.26% | 52,785 | Trimmed |
| 8 | IWO | ISHARES TR RUS 2000 GRW ETF | $24.7M | 3.19% | 78,777 | Trimmed |
| 9 | AMZN | AMAZON COM INC COM | $23.4M | 3.03% | 112,579 | Trimmed |
| 10 | MSFT | MICROSOFT CORP COM | $22.8M | 2.94% | 61,541 | Trimmed |
| 11 | AMAT | APPLIED MATLS INC COM | $22.5M | 2.90% | 65,823 | Trimmed |
| 12 | AAPL | APPLE INC COM | $22.3M | 2.88% | 87,881 | Trimmed |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $21.8M | 2.81% | 75,758 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO COM | $21.5M | 2.78% | 73,119 | Trimmed |
| 15 | WMT | WALMART INC COM | $15.9M | 2.05% | 127,647 | Trimmed |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $14.4M | 1.85% | 20 | Added |
| 17 | GOOG | ALPHABET INC CAP STK CL C | $12.6M | 1.62% | 43,841 | Trimmed |
| 18 | PEP | PEPSICO INC COM | $11.6M | 1.49% | 74,475 | Added |
| 19 | AXP | AMERICAN EXPRESS CO COM | $11.5M | 1.48% | 37,869 | Trimmed |
| 20 | PFE | PFIZER INC COM | $11.4M | 1.47% | 404,538 | Added |
| 21 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $11.3M | 1.45% | 18,857 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION COM | $9.8M | 1.27% | 9,880 | Trimmed |
| 23 | WM | WASTE MGMT INC DEL COM | $9.7M | 1.25% | 42,043 | Added |
| 24 | HD | HOME DEPOT INC COM | $9.5M | 1.22% | 28,848 | Trimmed |
| 25 | DIS | DISNEY WALT CO COM | $9.2M | 1.19% | 95,759 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31