WoodTrust Financial Corp - 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, WoodTrust Financial Corp held in its portfolio 180 assets valued at $856,842 (i.e. $856.84K).
The most valuable assets in the portfolio included: ISHARES TR MSCI EAFE ETF ($103.26K), VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF ($33.54K), and MICROSOFT CORP COM ($30.77K).
The chart below shows the top 10 valuable assets, and the table below shows the top 180 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WoodTrust Financial Corp - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR MSCI EAFE ETF | 1075287 | 103260 | OTHER |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 623827 | 33537 | OTHER |
| MICROSOFT CORP COM | 63616 | 30766 | COMMON |
| VANGUARD INDEX FDS MCAP VL IDXVIP | 173410 | 30758 | OTHER |
| VANGUARD INDEX FDS MCAP GR IDXVIP | 109078 | 30448 | OTHER |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 57324 | 28814 | COMMON |
| ISHARES TR RUS 2000 VAL ETF | 157875 | 28609 | OTHER |
| ISHARES TR RUS 2000 GRW ETF | 88308 | 28524 | OTHER |
| AMAZON COM INC COM | 119264 | 27529 | COMMON |
| ALPHABET INC CAP STK CL A | 84382 | 26412 | COMMON |
| APPLE INC COM | 96008 | 26101 | COMMON |
| JPMORGAN CHASE & CO. COM | 78550 | 25310 | COMMON |
| JOHNSON & JOHNSON COM | 112644 | 23312 | COMMON |
| APPLIED MATLS INC COM | 76224 | 19589 | COMMON |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 25452 | 15962 | OTHER |
| SALESFORCE INC COM | 59654 | 15803 | COMMON |
| ALPHABET INC CAP STK CL C | 50194 | 15751 | COMMON |
| WALMART INC COM | 140281 | 15629 | COMMON |
| AMERICAN EXPRESS CO COM | 40224 | 14881 | COMMON |
| BERKSHIRE HATHAWAY INC DEL CL A | 19 | 14341 | COMMON |
| DISNEY WALT CO COM | 99025 | 11266 | COMMON |
| VANGUARD INDEX FDS TOTAL STK MKT | 31348 | 10510 | OTHER |
| HOME DEPOT INC COM | 29810 | 10257 | COMMON |
| PEPSICO INC COM | 71293 | 10232 | COMMON |
| PFIZER INC COM | 395506 | 9848 | COMMON |
| COSTCO WHSL CORP NEW COM | 10981 | 9469 | COMMON |
| WASTE MGMT INC DEL COM | 40442 | 8885 | COMMON |
| IDEXX LABS INC COM | 12148 | 8218 | COMMON |
| UNITEDHEALTH GROUP INC COM | 24860 | 8207 | COMMON |
| GENERAL DYNAMICS CORP COM | 23427 | 7887 | COMMON |
| DEERE & CO COM | 16406 | 7638 | COMMON |
| NORTHROP GRUMMAN CORP COM | 12772 | 7283 | COMMON |
| TYLER TECHNOLOGIES INC COM | 15719 | 7135 | COMMON |
| NIKE INC CL B | 110874 | 7064 | COMMON |
| CHEVRON CORP NEW COM | 45709 | 6966 | COMMON |
| STARBUCKS CORP COM | 75359 | 6346 | COMMON |
| PAYPAL HLDGS INC COM | 105572 | 6163 | COMMON |
| HONEYWELL INTL INC COM | 30683 | 5986 | COMMON |
| VERISK ANALYTICS INC COM | 26369 | 5898 | COMMON |
| VANGUARD STAR FDS VG TL INTL STK F | 77454 | 5843 | OTHER |
| VANGUARD INDEX FDS GROWTH ETF | 10216 | 4984 | OTHER |
| GOLDMAN SACHS GROUP INC COM | 5128 | 4507 | COMMON |
| VANGUARD INDEX FDS VALUE ETF | 20193 | 3857 | OTHER |
| RB GLOBAL INC COM | 30430 | 3130 | COMMON |
| GE VERNOVA INC COM | 4768 | 3116 | COMMON |
| FASTENAL CO COM | 73150 | 2935 | COMMON |
| TRANSDIGM GROUP INC COM | 2125 | 2826 | COMMON |
| ECOLAB INC COM | 10659 | 2798 | COMMON |
| MONGODB INC CL A | 6650 | 2791 | COMMON |
| INVESCO QQQ TR UNIT SER 1 | 4431 | 2722 | OTHER |
| ROCKWELL AUTOMATION INC COM | 6175 | 2402 | COMMON |
| INTUITIVE SURGICAL INC COM NEW | 4180 | 2367 | COMMON |
| PURE STORAGE INC CL A | 33415 | 2239 | COMMON |
| LINDE PLC SHS | 5045 | 2151 | COMMON |
| AMGEN INC COM | 6507 | 2130 | COMMON |
| ELI LILLY & CO COM | 1972 | 2119 | COMMON |
| STRYKER CORPORATION COM | 5888 | 2070 | COMMON |
| LOWES COS INC COM | 8465 | 2042 | COMMON |
| AON PLC SHS CL A | 5705 | 2014 | COMMON |
| VISA INC COM CL A | 5581 | 1957 | COMMON |
| OREILLY AUTOMOTIVE INC COM | 21200 | 1934 | COMMON |
| DIAMONDBACK ENERGY INC COM | 12800 | 1924 | COMMON |
| VANGUARD WORLD FD ESG INTL STK ETF | 26582 | 1904 | OTHER |
| BOEING CO COM | 8735 | 1897 | COMMON |
| IRHYTHM TECHNOLOGIES INC COM | 10070 | 1787 | COMMON |
| BLACKSTONE INC COM | 11350 | 1750 | COMMON |
| SPDR S&P 500 ETF TR TR UNIT | 2540 | 1732 | OTHER |
| APPLOVIN CORP COM CL A | 2510 | 1692 | COMMON |
| INTERNATIONAL BUSINESS MACHS COM | 5559 | 1647 | COMMON |
| NVIDIA CORPORATION COM | 8775 | 1637 | COMMON |
| TOAST INC CL A | 45550 | 1618 | COMMON |
| INTERCONTINENTAL EXCHANGE IN COM | 9854 | 1596 | COMMON |
| S&P GLOBAL INC COM | 3034 | 1586 | COMMON |
| GE AEROSPACE COM NEW | 5105 | 1572 | COMMON |
| UBER TECHNOLOGIES INC COM | 18385 | 1502 | COMMON |
| PROSHARES TR PSHS ULT S&P 500 | 24536 | 1421 | OTHER |
| AMETEK INC COM | 6893 | 1416 | COMMON |
| BILL HOLDINGS INC COM | 25600 | 1396 | COMMON |
| BROADCOM INC COM | 3905 | 1352 | COMMON |
| GENERAC HLDGS INC COM | 9875 | 1346 | COMMON |
| ISHARES TR ESG MSCI KLD 400 | 9958 | 1283 | OTHER |
| CATERPILLAR INC COM | 2219 | 1271 | COMMON |
| HOWMET AEROSPACE INC COM | 6133 | 1257 | COMMON |
| CISCO SYS INC COM | 15074 | 1161 | COMMON |
| WOODWARD INC COM | 3692 | 1116 | COMMON |
| PROCTER AND GAMBLE CO COM | 7659 | 1097 | COMMON |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 13750 | 1096 | OTHER |
| VANGUARD BD INDEX FDS SHORT TRM BOND | 13895 | 1095 | OTHER |
| DEXCOM INC COM | 16240 | 1078 | COMMON |
| ABBVIE INC COM | 4522 | 1033 | COMMON |
| EXXON MOBIL CORP COM | 8159 | 982 | COMMON |
| STORA ENSO OYJ SPON ADR REP R | 75636 | 951 | COMMON |
| PSB HLDGS INC WIS COM | 35373 | 923 | COMMON |
| RYAN SPECIALTY HOLDINGS INC CL A | 17850 | 921 | COMMON |
| RESMED INC COM | 3655 | 880 | COMMON |
| VANGUARD BD INDEX FDS TOTAL BND MRKT | 11838 | 877 | OTHER |
| VANGUARD BD INDEX FDS INTERMED TERM | 11236 | 875 | OTHER |
| GUIDEWIRE SOFTWARE INC COM | 4350 | 874 | COMMON |
| MCDONALDS CORP COM | 2812 | 859 | COMMON |
| ORACLE CORP COM | 4275 | 834 | COMMON |
| VANGUARD WHITEHALL FDS HIGH DIV YLD | 5650 | 811 | OTHER |
| BANK AMERICA CORP COM | 14292 | 786 | COMMON |
| WABTEC COM | 3648 | 779 | COMMON |
| INSULET CORP COM | 2665 | 758 | COMMON |
| EMERSON ELEC CO COM | 5656 | 751 | COMMON |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 3750 | 718 | OTHER |
| DESCARTES SYS GROUP INC COM | 7900 | 693 | COMMON |
| WORKDAY INC CL A | 3230 | 693 | COMMON |
| COCA COLA CO COM | 9850 | 689 | COMMON |
| META PLATFORMS INC CL A | 991 | 654 | COMMON |
| VANGUARD INDEX FDS SM CP VAL ETF | 3069 | 650 | OTHER |
| ABBOTT LABS COM | 5122 | 641 | COMMON |
| VANGUARD INDEX FDS SML CP GRW ETF | 2102 | 635 | OTHER |
| DIMENSIONAL ETF TRUST US TARGETED VLU | 10648 | 634 | OTHER |
| UNION PAC CORP COM | 2688 | 622 | COMMON |
| CELCUITY INC COM | 6207 | 619 | COMMON |
| SAMSARA INC COM CL A | 16600 | 588 | COMMON |
| GILEAD SCIENCES INC COM | 4525 | 555 | COMMON |
| UL SOLUTIONS INC CLASS A COM SHS | 6850 | 540 | COMMON |
| CURTISS WRIGHT CORP COM | 950 | 524 | COMMON |
| AAR CORP COM | 6250 | 517 | COMMON |
| DEVON ENERGY CORP NEW COM | 13250 | 485 | COMMON |
| WELLS FARGO CO NEW PERP PFD CNV A | 400 | 485 | COMMON |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 10081 | 470 | OTHER |
| SERVICENOW INC COM | 3050 | 467 | COMMON |
| WELLS FARGO CO NEW COM | 4947 | 461 | COMMON |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 3125 | 458 | COMMON |
| WEC ENERGY GROUP INC COM | 4321 | 456 | COMMON |
| CME GROUP INC COM | 1650 | 451 | COMMON |
| ASSOCIATED BANC CORP COM | 16943 | 436 | COMMON |
| DUTCH BROS INC CL A | 7000 | 429 | COMMON |
| VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | 8857 | 428 | OTHER |
| SPOTIFY TECHNOLOGY S A SHS | 730 | 423 | COMMON |
| AEROVIRONMENT INC COM | 1750 | 423 | COMMON |
| NOVANTA INC COM | 3283 | 390 | COMMON |
| INVESCO EXCHANGE TRADED FD T S&P500 QUALITY | 5195 | 390 | OTHER |
| CAPITAL ONE FINL CORP COM | 1601 | 388 | COMMON |
| ACCENTURE PLC IRELAND SHS CLASS A | 1421 | 381 | COMMON |
| GRAYSCALE BITCOIN MINI TR ET SHS NEW | 9789 | 379 | OTHER |
| TOTALENERGIES SE ACT | 5750 | 376 | COMMON |
| MUELLER INDS INC COM | 3106 | 357 | COMMON |
| ISHARES TR SELECT DIVID ETF | 2512 | 355 | OTHER |
| CROWDSTRIKE HLDGS INC CL A | 750 | 352 | COMMON |
| SERVICETITAN INC SHS CL A | 3000 | 320 | COMMON |
| SPX TECHNOLOGIES INC COM | 1600 | 320 | COMMON |
| CACI INTL INC CL A | 600 | 320 | COMMON |
| TESLA INC COM | 709 | 319 | COMMON |
| BRISTOL-MYERS SQUIBB CO COM | 5920 | 319 | COMMON |
| TEXAS INSTRS INC COM | 1834 | 318 | COMMON |
| ISHARES TR S&P 500 GRWT ETF | 2550 | 314 | OTHER |
| SELECT SECTOR SPDR TR STATE STREET TEC | 2156 | 310 | OTHER |
| SHERWIN WILLIAMS CO COM | 950 | 308 | COMMON |
| VERIZON COMMUNICATIONS INC COM | 7438 | 303 | COMMON |
| BANK NEW YORK MELLON CORP COM | 2602 | 302 | COMMON |
| FORD MTR CO COM | 21825 | 286 | COMMON |
| EXACT SCIENCES CORP COM | 2800 | 284 | COMMON |
| BANK MONTREAL QUE COM | 2189 | 284 | COMMON |
| PACER FDS TR US CASH COWS 100 | 4500 | 271 | COMMON |
| RBC BEARINGS INC COM | 600 | 269 | COMMON |
| DYNEX CAP INC COM | 19000 | 266 | COMMON |
| SPDR SERIES TRUST STATE STREET SPD | 1894 | 264 | OTHER |
| FIDELITY NATL INFORMATION SV COM | 3881 | 258 | COMMON |
| RTX CORPORATION COM | 1402 | 257 | COMMON |
| ISHARES TR S&P 500 VAL ETF | 1203 | 255 | OTHER |
| UNILEVER PLC SPON ADR NEW | 3866 | 253 | COMMON |
| LPL FINL HLDGS INC COM | 702 | 251 | COMMON |
| ISHARES TR CORE S&P SCP ETF | 2012 | 242 | OTHER |
| PROCORE TECHNOLOGIES INC COM | 3250 | 236 | COMMON |
| SCHWAB STRATEGIC TR US DIVIDEND EQ | 8294 | 228 | OTHER |
| CHUBB LIMITED COM | 717 | 224 | COMMON |
| ISHARES BITCOIN TRUST ETF SHS BEN INT | 4432 | 220 | OTHER |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | 1000 | 220 | OTHER |
| CASELLA WASTE SYS INC CL A | 2250 | 220 | COMMON |
| XPO INC COM | 1565 | 213 | COMMON |
| SPDR GOLD TR GOLD SHS | 517 | 205 | OTHER |
| J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM | 3500 | 203 | OTHER |
| EMPNIA INC SERIES A-1 | 10000 | 50 | COMMON |
| NIGHTWARE INC | 98039 | 50 | COMMON |
| LINEAGE CELL THERAPEUTICS IN COM | 10000 | 17 | COMMON |
| NATURALSHRIMP INC COM | 150000 | 0 | COMMON |
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