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CIK: 0002064883
Total reported value
$143.5M
$143.5M
80 檔
50.3%
According to the latest 13F quarterly dataset, Woodside Wealth Management LLC managed an equity portfolio of $143.5M at the end of Q3 2025, spanning 80 distinct U.S. exchange-listed positions.
In Q3 2025, Woodside Wealth Management LLC displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.64% | +0.52% | +1.92% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 11.25% | -1.24% | +1.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.31% | +0.33% | +1.10% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.69% | +0.06% | +1.38% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 6.06% | +0.11% | +0.73% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.45% | +0.08% | +0.17% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.39% | -0.27% | -0.20% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.20% | +0.37% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | +0.40% | — | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.03% | -0.13% | +1.48% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.34% | -0.15% | -0.15% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.22% | +0.02% | -0.10% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.18% | +0.17% | +0.35% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.14% | +0.04% | +4.91% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.86% | -0.21% | +2.58% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.53% | -0.14% | +3.12% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.41% | +0.18% | -0.98% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.17% | -0.01% | +1.24% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.05% | -0.16% | +0.29% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.02% | — | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 0.89% | -0.01% | +16.00% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | +0.01% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.05% | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.05% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.04% | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.50% | — | +0.33% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.03% | +1.69% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | -0.01% | +6.34% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.43% | -0.03% | -16.54% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.02% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.01% | — | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -5.22% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.01% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | -0.02% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.01% | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | — | — | |
| 37 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.21% | +0.01% | +19.74% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.20% | — | — | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.20% | +0.05% | +31.75% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.16% | — | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | +0.08% | +52.26% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | +0.16% | NEW | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.13% | +0.14% | NEW | |
| 44 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.13% | — | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | — | — | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.11% | — | — | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.10% | — | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.09% | — | — | |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.08% | — | -4.56% |
According to official SEC Form 13F filings, Woodside Wealth Management LLC reported a total U.S. public equity portfolio value of $143.5M across 80 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPSB, VUG) accounted for 50.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBM
市值: $464.7K
Top Position Liquidated / Trimmed
USMV
前期市值: $4.3M
During Q3 2025, Woodside Wealth Management LLC's top holdings by market value included VOO (24.6%)、SPSB (11.3%)、VUG (8.3%). The largest single position, VOO, represented 24.6% of total portfolio value.
In Q3 2025, Woodside Wealth Management LLC made 36 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 7 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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