Woodside Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Woodside Wealth Management LLC held in its portfolio 83 assets valued at $133,985,073 (i.e. $133.99M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($32.48M), SPDR SER TR ($14.49M), and VANGUARD INDEX FDS ($10.88M).
The chart below shows the top 10 valuable assets, and the table below shows the top 83 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Woodside Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 51784 | 32475300 | S&P 500 ETF SHS |
| SPDR SER TR | 479805 | 14490111 | PORTFOLIO SHORT |
| VANGUARD INDEX FDS | 22293 | 10875863 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 220019 | 8710552 | US CORE EQUITY 2 |
| INVESCO EXCHANGE TRADED FD T | 169705 | 7962559 | RAFI US 1000 ETF |
| ALPHABET INC | 16645 | 5223201 | CAP STK CL C |
| ALPHABET INC | 16400 | 5133200 | CAP STK CL A |
| VANGUARD INDEX FDS | 13347 | 4474849 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 86085 | 4355040 | ULTRA SHRT ETF |
| ISHARES TR | 44988 | 4236070 | MSCI USA MIN VOL |
| SCHWAB STRATEGIC TR | 109081 | 2992092 | US DIVIDEND EQ |
| DIMENSIONAL ETF TRUST | 62725 | 2922358 | US MKTWIDE VALUE |
| VANGUARD STAR FDS | 38410 | 2897650 | VG TL INTL STK F |
| ISHARES TR | 23361 | 2807525 | CORE S&P SCP ETF |
| VANGUARD BD INDEX FDS | 30068 | 2369659 | SHORT TRM BOND |
| FIDELITY MERRIMACK STR TR | 44894 | 2066920 | TOTAL BD ETF |
| DIMENSIONAL ETF TRUST | 42351 | 1982027 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 7981 | 1524291 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 36190 | 1379201 | INTL CORE EQT MK |
| ISHARES TR | 25433 | 1344897 | ISHS 1-5YR INVS |
| ISHARES TR | 1875 | 1284263 | CORE S&P500 ETF |
| ISHARES TR | 4665 | 981236 | RUS 1000 VAL ETF |
| MICROSOFT CORP | 1665 | 805227 | COM |
| VANGUARD SCOTTSDALE FDS | 8324 | 663673 | SHRT TRM CORP BD |
| ISHARES TR | 2650 | 652324 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 3009 | 637276 | SM CP VAL ETF |
| ISHARES TR | 6307 | 629943 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 6178 | 546691 | REAL ESTATE ETF |
| ISHARES TR | 5560 | 533927 | MSCI EAFE ETF |
| INVESCO EXCH TRADED FD TR II | 7468 | 533365 | S&P500 LOW VOL |
| INTERNATIONAL BUSINESS MACHS | 1627 | 481934 | COM |
| APPLE INC | 1433 | 389575 | COM |
| SPDR SER TR | 4447 | 356738 | PORTFOLIO S&P500 |
| VANGUARD SPECIALIZED FUNDS | 1481 | 325494 | DIV APP ETF |
| CORNING INC | 3500 | 306460 | COM |
| DIMENSIONAL ETF TRUST | 9341 | 304236 | EMGR CRE EQT MNG |
| VANGUARD BD INDEX FDS | 3954 | 292873 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 3639 | 267940 | US CORE EQUITY 1 |
| VANGUARD INTL EQUITY INDEX F | 4931 | 265091 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 4320 | 257213 | US TARGETED VLU |
| ISHARES TR | 2248 | 240783 | NATIONAL MUN ETF |
| BANK NEW YORK MELLON CORP | 1887 | 219062 | COM |
| COMCAST CORP NEW | 7191 | 214939 | CL A |
| SCHWAB STRATEGIC TR | 8810 | 211792 | INTL EQTY ETF |
| VANGUARD TAX-MANAGED FDS | 2932 | 183162 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 2433 | 169507 | US SMALL CAP ETF |
| SPDR SER TR | 5483 | 160871 | PORTFOLIO CRPORT |
| ISHARES TR | 2125 | 140250 | CORE S&P MCP ETF |
| VANGUARD SCOTTSDALE FDS | 2300 | 135079 | SHORT TERM TREAS |
| VANGUARD INDEX FDS | 497 | 128201 | SMALL CP ETF |
| VANGUARD MUN BD FDS | 2532 | 127334 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 2800 | 126588 | FUNDAMENTAL INTL |
| SPDR SER TR | 4233 | 109000 | PORTFOLIO AGRGTE |
| SCHWAB STRATEGIC TR | 3586 | 102129 | US SML CAP ETF |
| VANGUARD SCOTTSDALE FDS | 1663 | 99664 | INTER TERM TREAS |
| SPDR SER TR | 3990 | 94443 | PORTFLI HIGH YLD |
| VANGUARD WORLD FD | 109 | 82162 | INF TECH ETF |
| ISHARES TR | 500 | 55095 | IBOXX INV CP ETF |
| ISHARES TR | 560 | 53911 | RUS MID CAP ETF |
| ISHARES TR | 1067 | 52016 | CORE 1 5 YR USD |
| ISHARES TR | 404 | 46024 | EAFE GRWTH ETF |
| ISHARES TR | 240 | 40505 | ISHARES BIOTECH |
| VANGUARD WORLD FD | 132 | 37996 | HEALTH CAR ETF |
| ISHARES TR | 99 | 36971 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 164 | 34296 | EXTEND MKT ETF |
| ISHARES TR | 601 | 32876 | MSCI EMG MKT ETF |
| SPDR INDEX SHS FDS | 723 | 32108 | PORTFOLIO DEVLPD |
| VANGUARD INTL EQUITY INDEX F | 221 | 31676 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 1106 | 30094 | FUNDAMENTAL US L |
| ISHARES TR | 241 | 26453 | TIPS BD ETF |
| ISHARES TR | 158 | 24838 | MICRO-CAP ETF |
| ISHARES GOLD TR | 276 | 22403 | ISHARES NEW |
| SPDR SER TR | 213 | 20874 | DJ REIT ETF |
| SPDR SER TR | 242 | 19965 | PORTFOLI S&P1500 |
| SPDR SER TR | 140 | 19482 | S&P DIVID ETF |
| ISHARES INC | 275 | 18486 | CORE MSCI EMKT |
| VANGUARD INTL EQUITY INDEX F | 335 | 15356 | GLB EX US ETF |
| SCHWAB STRATEGIC TR | 510 | 12699 | 1 5YR CORP BD |
| ISHARES TR | 203 | 9448 | CORE TOTAL USD |
| SCHWAB STRATEGIC TR | 268 | 8742 | US LCAP GR ETF |
| SPDR INDEX SHS FDS | 167 | 7817 | PORTFOLIO EMG MK |
| SPDR SER TR | 156 | 7310 | PORTFOLIO S&P600 |
| SPDR SER TR | 66 | 3822 | PORTFOLIO S&P400 |
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