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CIK: 0002064883
Total reported value
$143.5M
$143.5M
83 檔
51.9%
During the Q4 2025 filing period, Woodside Wealth Management LLC (CIK: 0002064883) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $143.5M across 83 reported positions.
In Q4 2025, Woodside Wealth Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 22 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 | 24.24% | +0.52% | +1.47% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 10.81% | -1.24% | +1.87% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.12% | +0.33% | +1.45% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.50% | +0.06% | +0.06% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 5.94% | +0.11% | -0.17% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.90% | +0.37% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | +0.40% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.34% | +0.08% | +0.11% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.25% | -0.13% | +13.46% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.16% | -0.27% | -0.36% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.23% | -0.15% | +0.30% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.18% | +0.02% | -0.46% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.16% | +0.04% | +3.97% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.10% | +0.17% | +0.59% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.77% | -0.21% | +0.39% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.54% | -0.14% | +6.97% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.48% | +0.18% | +8.53% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.14% | -0.01% | -0.06% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.03% | -0.01% | +17.08% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.00% | -0.16% | +1.59% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.02% | +3.88% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | +0.01% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.05% | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.50% | -0.05% | -0.16% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.04% | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.48% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.47% | -0.03% | +1.06% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.41% | -0.01% | -7.18% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | -0.02% | — | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.40% | -0.03% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.01% | -1.21% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.01% | +28.52% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | +0.36% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.01% | — | |
| 35 | GLW | Corning Inc | Stock-Tech | 0.23% | -0.07% | — | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.23% | +0.05% | +17.79% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.02% | — | |
| 38 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.20% | +0.01% | — | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | — | — | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.19% | — | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.18% | +0.08% | +28.60% | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.16% | +0.02% | — | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.16% | -0.16% | EXIT | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.16% | — | +0.92% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | +0.16% | NEW | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.13% | +0.14% | NEW | |
| 47 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.12% | — | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | — | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.10% | — | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Woodside Wealth Management LLC reported a total U.S. public equity portfolio value of $143.5M across 83 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPSB, VUG) accounted for 51.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
GLW
市值: $306.5K
Top Position Liquidated / Trimmed
FHLC
前期市值: $98.6K
During Q4 2025, Woodside Wealth Management LLC's top holdings by market value included VOO (24.2%)、SPSB (10.8%)、VUG (8.1%). The largest single position, VOO, represented 24.2% of total portfolio value.
In Q4 2025, Woodside Wealth Management LLC made 35 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 6 holdings, and fully liquidating 2 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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