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CIK: 0002064883
Total reported value
$143.5M
$143.5M
44 檔
49.4%
At the close of Q1 2026, Woodside Wealth Management LLC disclosed equity holdings valued at approximately $143.5M, spread across 44 reported holdings.
In Q1 2026, Woodside Wealth Management LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 40 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.07% | +0.52% | -4.55% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 11.87% | -1.24% | +5.31% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.25% | +0.33% | -4.75% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.69% | +0.06% | +0.19% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 6.48% | +0.11% | +2.77% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.02% | -0.13% | +47.48% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.73% | +0.37% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.68% | +0.40% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.39% | +0.08% | +1.36% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.01% | -0.27% | -7.80% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.38% | -0.15% | -8.79% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.36% | +0.02% | -0.64% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.18% | +0.17% | -4.07% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.14% | -0.21% | +16.13% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.98% | +0.04% | -14.57% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.77% | -0.14% | +10.36% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.40% | +0.18% | -6.14% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.39% | -0.01% | +26.62% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.09% | -0.16% | +4.16% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.02% | +3.20% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.95% | -0.01% | -22.28% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | +0.01% | -2.79% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.05% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.04% | -6.42% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.43% | -0.05% | -17.24% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.02% | — | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.40% | +0.05% | +63.58% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | -0.01% | -26.42% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.01% | — | |
| 31 | GLW | Corning Inc | Stock-Tech | 0.31% | -0.07% | -17.86% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.29% | -0.03% | -41.72% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.01% | -7.82% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.01% | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | -0.02% | +2.68% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.07% | — | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.21% | -0.03% | -50.21% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.21% | — | — | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | — | +0.10% | |
| 40 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.20% | +0.01% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | +0.08% | — | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.17% | +0.02% | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.17% | — | +2.27% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.16% | -0.16% | EXIT |
According to official SEC Form 13F filings, Woodside Wealth Management LLC reported a total U.S. public equity portfolio value of $143.5M across 44 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 49.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
XOM
市值: $281.5K
Top Position Liquidated / Trimmed
SPYM
前期市值: $356.7K
During Q1 2026, Woodside Wealth Management LLC's top holdings by market value included VOO (23.1%)、SPSB (11.9%)、VUG (7.3%). The largest single position, VOO, represented 23.1% of total portfolio value.
In Q1 2026, Woodside Wealth Management LLC made 72 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 17 holdings, and fully liquidating 40 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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