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 $841.9M across 177 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EFA ($99.8M, 11.86%), AMAT ($43.5M, 5.17%), VWO ($33.2M, 3.94%), BRK/B ($31.6M, 3.75%), IWN ($29.2M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR MSCI EAFE ETF | $99.8M | 11.86% | 961,159 | Trimmed |
| 2 | AMAT | APPLIED MATLS INC COM | $43.5M | 5.17% | 60,159 | Trimmed |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $33.2M | 3.94% | 556,067 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $31.6M | 3.75% | 63,052 | Added |
| 5 | IWN | ISHARES TR RUS 2000 VAL ETF | $29.2M | 3.47% | 132,146 | Trimmed |
| 6 | VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $28.9M | 3.43% | 146,282 | Trimmed |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | $28.6M | 3.39% | 72,513 | Trimmed |
| 8 | VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $28.3M | 3.36% | 92,394 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO COM | $27.7M | 3.29% | 84,705 | Added |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $25.8M | 3.06% | 72,155 | Trimmed |
| 11 | AMZN | AMAZON COM INC COM | $25.5M | 3.03% | 107,196 | Trimmed |
| 12 | AAPL | APPLE INC COM | $24.4M | 2.90% | 84,277 | Trimmed |
| 13 | MSFT | MICROSOFT CORP COM | $22.5M | 2.68% | 60,384 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $18.4M | 2.18% | 26,737 | Added |
| 15 | JNJ | JOHNSON & JOHNSON COM | $18.2M | 2.16% | 71,527 | Trimmed |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $15.7M | 1.87% | 21 | Added |
| 17 | GOOG | ALPHABET INC CAP STK CL C | $14.2M | 1.68% | 40,053 | Trimmed |
| 18 | WMT | WALMART INC COM | $14.0M | 1.66% | 123,573 | Trimmed |
| 19 | AXP | AMERICAN EXPRESS CO COM | $12.4M | 1.47% | 36,591 | Trimmed |
| 20 | UNH | UNITEDHEALTH GROUP INC COM | $12.0M | 1.43% | 28,869 | Trimmed |
| 21 | HD | HOME DEPOT INC COM | $10.8M | 1.28% | 30,557 | Added |
| 22 | PEP | PEPSICO INC COM | $10.1M | 1.20% | 74,683 | Added |
| 23 | PFE | PFIZER INC COM | $10.0M | 1.19% | 416,886 | Added |
| 24 | DE | DEERE & CO COM | $9.5M | 1.13% | 14,986 | Trimmed |
| 25 | WM | WASTE MGMT INC DEL COM | $9.5M | 1.12% | 42,456 | Added |
Source: SEC Form 13F filings · as of 2026-06-30