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CIK: 0002064883
Total reported value
$143.5M
$143.5M
76 檔
42.8%
As reported in its official Q1 2025 Form 13F filing, Woodside Wealth Management LLC's tracked investment portfolio stood at $143.5M with 76 total positions.
During Q1 2025, Woodside Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.58% | +0.52% | — | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 12.99% | -1.24% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.41% | +0.33% | — | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.63% | +0.06% | — | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 6.37% | +0.11% | — | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.95% | -0.27% | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.35% | +0.08% | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.24% | -0.13% | — | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.77% | -0.15% | — | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.41% | +0.02% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.41% | +0.37% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | +0.40% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.25% | +0.17% | — | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.12% | -0.21% | — | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.95% | +0.04% | — | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.63% | -0.14% | — | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.36% | +0.18% | — | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.33% | -0.16% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.26% | -0.01% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.02% | — | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | +0.01% | — | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.74% | -0.01% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.01% | — | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.62% | -0.03% | — | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.61% | -0.05% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.05% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.04% | — | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.03% | — | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.02% | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | -0.02% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.01% | — | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.01% | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | — | — | |
| 36 | DFAT | Dimensional US Target Value | ETF-Other | 0.21% | — | — | |
| 37 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.17% | +0.01% | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.15% | — | — | |
| 39 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.15% | — | — | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.14% | +0.05% | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | +0.16% | NEW | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.13% | +0.14% | NEW | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.13% | — | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.12% | — | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.09% | — | — | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.09% | — | — | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.09% | — | — | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.09% | — | — |
According to official SEC Form 13F filings, Woodside Wealth Management LLC reported a total U.S. public equity portfolio value of $143.5M across 76 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPSB, VUG) accounted for 42.8% of total reported equity market value during Q1 2025.
During Q1 2025, Woodside Wealth Management LLC's top holdings by market value included VOO (23.6%)、SPSB (13.0%)、VUG (7.4%). The largest single position, VOO, represented 23.6% of total portfolio value.
In Q1 2025, Woodside Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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