WOODWARD DIVERSIFIED CAPITAL, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, WOODWARD DIVERSIFIED CAPITAL, LLC held in its portfolio 184 assets valued at $218,314,558 (i.e. $218.32M).
The most valuable assets in the portfolio included: RELIANCE INC ($22.63M), APPLE INC ($12.63M), and GENELUX CORPORATION ($8.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 184 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WOODWARD DIVERSIFIED CAPITAL, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| RELIANCE INC | 78350 | 22633063 | COM |
| APPLE INC | 46452 | 12628569 | COM |
| GENELUX CORPORATION | 1932711 | 8426620 | COM |
| EXXON MOBIL CORP | 61664 | 7420661 | COM |
| WELLS FARGO CO NEW | 75359 | 7023454 | COM |
| CHEVRON CORP NEW | 44547 | 6789458 | COM |
| NVIDIA CORPORATION | 35871 | 6689968 | COM |
| AMAZON COM INC | 19883 | 4589394 | COM |
| MICROSOFT CORP | 9321 | 4507623 | COM |
| ALPHABET INC | 14133 | 4423691 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 11775 | 3794202 | COM |
| META PLATFORMS INC | 5106 | 3370120 | CL A |
| JOHNSON & JOHNSON | 15628 | 3234132 | COM |
| ALPHABET INC | 8525 | 2675280 | CAP STK CL C |
| BROADCOM INC | 6983 | 2416654 | COM |
| CATERPILLAR INC | 4205 | 2408723 | COM |
| WALMART INC | 20703 | 2306513 | COM |
| BANK AMERICA CORP | 39956 | 2197583 | COM |
| INTERNATIONAL BUSINESS MACHS | 7221 | 2139066 | COM |
| ABBVIE INC | 9300 | 2124905 | COM |
| AMGEN INC | 6211 | 2033006 | COM |
| SHOPIFY INC | 12024 | 1935503 | CL A SUB VTG SHS |
| CISCO SYS INC | 24825 | 1912268 | COM |
| PROSHARES TR | 26519 | 1867203 | PSHS ULTRA QQQ |
| CROWDSTRIKE HLDGS INC | 3839 | 1799570 | CL A |
| PROCTER AND GAMBLE CO | 12523 | 1794709 | COM |
| VANGUARD WORLD FD | 2319 | 1748016 | INF TECH ETF |
| HOME DEPOT INC | 4970 | 1710148 | COM |
| VERIZON COMMUNICATIONS INC | 41501 | 1690340 | COM |
| PARKER-HANNIFIN CORP | 1907 | 1676257 | COM |
| GRANITESHARES ETF TR | 18050 | 1588581 | 2X LONG NVDA DAI |
| APPLOVIN CORP | 2348 | 1582129 | COM CL A |
| LAM RESEARCH CORP | 8547 | 1463096 | COM NEW |
| ALIBABA GROUP HLDG LTD | 9842 | 1442621 | SPONSORED ADS |
| AT&T INC | 56812 | 1411222 | COM |
| VANGUARD WORLD FD | 4667 | 1392539 | INDUSTRIAL ETF |
| PHILIP MORRIS INTL INC | 8494 | 1362485 | COM |
| SITIME CORP | 3758 | 1327288 | COM |
| VANGUARD WORLD FD | 4606 | 1325837 | HEALTH CAR ETF |
| FIRST TR EXCHANGE TRADED FD | 18555 | 1289016 | RISNG DIVD ACHIV |
| VANGUARD WORLD FD | 6532 | 1264791 | COMM SRVC ETF |
| BLACKROCK INC | 1181 | 1264182 | COM |
| MERCK & CO INC | 11521 | 1212674 | COM |
| VANGUARD WORLD FD | 3060 | 1205395 | CONSUM DIS ETF |
| CONOCOPHILLIPS | 12621 | 1181409 | COM |
| VANGUARD WORLD FD | 5419 | 1144710 | CONSUM STP ETF |
| VANGUARD WORLD FD | 6116 | 1131705 | UTILITIES ETF |
| VANGUARD WORLD FD | 8343 | 1113707 | FINANCIALS ETF |
| MERCADOLIBRE INC | 546 | 1099786 | COM |
| NETFLIX INC | 11649 | 1092210 | COM |
| PEPSICO INC | 7516 | 1078740 | COM |
| VANGUARD WORLD FD | 8558 | 1077623 | ENERGY ETF |
| VANGUARD WORLD FD | 5163 | 1071581 | MATERIALS ETF |
| METLIFE INC | 13535 | 1068487 | COM |
| RTX CORPORATION | 5596 | 1026372 | COM |
| KINDER MORGAN INC DEL | 36868 | 1013505 | COM |
| TESLA INC | 2232 | 1003775 | COM |
| BANK NEW YORK MELLON CORP | 8099 | 940193 | COM |
| TRICO BANCSHARES | 19581 | 927552 | COM |
| TWILIO INC | 6505 | 925271 | CL A |
| ALTRIA GROUP INC | 15850 | 913901 | COM |
| PRUDENTIAL FINL INC | 7923 | 894380 | COM |
| MCDONALDS CORP | 2893 | 884037 | COM |
| BAYCOM CORP | 30000 | 882000 | COM |
| DIREXION SHS ETF TR | 44250 | 845618 | DAILY TSLA 2X SH |
| NORFOLK SOUTHN CORP | 2821 | 814525 | COM |
| PNC FINL SVCS GROUP INC | 3860 | 805676 | COM |
| SOUTHERN CO | 9233 | 805116 | COM |
| STARWOOD PPTY TR INC | 44567 | 802652 | COM |
| QUALCOMM INC | 4689 | 802006 | COM |
| ABBOTT LABS | 6252 | 783272 | COM |
| GENERAL DYNAMICS CORP | 2325 | 782834 | COM |
| COCA COLA CO | 11160 | 780170 | COM |
| PFIZER INC | 30172 | 751285 | COM |
| PALO ALTO NETWORKS INC | 4062 | 748220 | COM |
| GALLAGHER ARTHUR J & CO | 2822 | 730347 | COM |
| PROLOGIS INC. | 5713 | 729373 | COM |
| US BANCORP DEL | 13476 | 719069 | COM NEW |
| FIFTH THIRD BANCORP | 14594 | 683135 | COM |
| ISHARES TR | 8446 | 681001 | IBOXX HI YD ETF |
| CUMMINS INC | 1308 | 667707 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2402 | 646570 | DJ INTERNT IDX |
| AMERICAN ELEC PWR CO INC | 5553 | 640356 | COM |
| NEBIUS GROUP N.V. | 7640 | 639506 | SHS CLASS A |
| LAMAR ADVERTISING CO NEW | 4973 | 629479 | CL A |
| CSX CORP | 16968 | 615073 | COM |
| FERGUSON ENTERPRISES INC | 2756 | 613596 | COMMON STOCK NEW |
| STRATEGY INC | 3999 | 607648 | CL A NEW |
| CITIGROUP INC | 4989 | 582170 | COM NEW |
| UNITEDHEALTH GROUP INC | 1754 | 579128 | COM |
| SPDR GOLD TR | 1455 | 576631 | GOLD SHS |
| DATADOG INC | 4184 | 568982 | CL A COM |
| LOCKHEED MARTIN CORP | 1171 | 566440 | COM |
| DEERE & CO | 1200 | 558704 | COM |
| ELI LILLY & CO | 514 | 552465 | COM |
| PENTAIR PLC | 5164 | 537786 | SHS |
| MEDTRONIC PLC | 5316 | 510654 | SHS |
| WHEATON PRECIOUS METALS CORP | 4200 | 493584 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 6138 | 492883 | COM |
| ISHARES GOLD TR | 6026 | 489130 | ISHARES NEW |
| MASTERCARD INCORPORATED | 845 | 482409 | CL A |
| AMERICAN EXPRESS CO | 1299 | 480624 | COM |
| VANGUARD INDEX FDS | 766 | 480512 | S&P 500 ETF SHS |
| ENTERPRISE PRODS PARTNERS L | 14920 | 478335 | COM |
| BECTON DICKINSON & CO | 2463 | 478039 | COM |
| BERKSHIRE HATHAWAY INC DEL | 932 | 468470 | CL B NEW |
| INVESCO QQQ TR | 759 | 466271 | UNIT SER 1 |
| CARDINAL HEALTH INC | 2208 | 453780 | COM |
| EMCOR GROUP INC | 737 | 450905 | COM |
| GILEAD SCIENCES INC | 3655 | 448609 | COM |
| SNOWFLAKE INC | 2019 | 442888 | COM SHS |
| ISHARES TR | 4584 | 440797 | 7-10 YR TRSY BD |
| ISHARES TR | 3653 | 435986 | 3 7 YR TREAS BD |
| FIRST TR EXCHANGE-TRADED FD | 4510 | 417227 | CAP STRENGTH ETF |
| L3HARRIS TECHNOLOGIES INC | 1416 | 415751 | COM |
| GLOBAL X FDS | 5780 | 414946 | GLOBAL X COPPER |
| CROWN CASTLE INC | 4527 | 402297 | COM |
| DANAHER CORPORATION | 1720 | 393753 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1746 | 389665 | COM |
| ACCENTURE PLC IRELAND | 1411 | 378638 | SHS CLASS A |
| GOLDMAN SACHS GROUP INC | 428 | 376288 | COM |
| COMCAST CORP NEW | 12377 | 369955 | CL A |
| THE CIGNA GROUP | 1302 | 358379 | COM |
| CVB FINL CORP | 19000 | 353400 | COM |
| ENBRIDGE INC | 7300 | 349147 | COM |
| 3M CO | 2112 | 338093 | COM |
| WP CAREY INC | 5243 | 337436 | COM |
| ISHARES TR | 3980 | 329624 | 1 3 YR TREAS BD |
| CITIZENS FINL GROUP INC | 5601 | 327182 | COM |
| VANGUARD BD INDEX FDS | 4181 | 325616 | INTERMED TERM |
| COSTCO WHSL CORP NEW | 377 | 325124 | COM |
| ISHARES TR | 6052 | 320030 | ISHS 1-5YR INVS |
| AUTOMATIC DATA PROCESSING IN | 1242 | 319500 | COM |
| SPDR SERIES TRUST | 3207 | 311752 | STATE STREET SPD |
| BRITISH AMERN TOB PLC | 5248 | 297142 | SPONSORED ADR |
| MICRON TECHNOLOGY INC | 1028 | 293525 | COM |
| GAMING & LEISURE PPTYS INC | 6565 | 293404 | COM |
| T-MOBILE US INC | 1427 | 289832 | COM |
| SHELL PLC | 3915 | 287674 | SPON ADS |
| VANGUARD BD INDEX FDS | 3982 | 276829 | LONG TERM BOND |
| FIDELITY NATIONAL FINANCIAL | 5038 | 275017 | COM SHS |
| OCCIDENTAL PETE CORP | 6652 | 273530 | COM |
| VANGUARD MALVERN FDS | 5525 | 273267 | STRM INFPROIDX |
| SCHWAB STRATEGIC TR | 9913 | 271914 | US DIVIDEND EQ |
| UNITED PARCEL SERVICE INC | 2734 | 271148 | CL B |
| HARTFORD INSURANCE GROUP INC | 1950 | 268774 | COM |
| ANALOG DEVICES INC | 989 | 268228 | COM |
| WASTE MGMT INC DEL | 1220 | 268046 | COM |
| BERKLEY W R CORP | 3691 | 258833 | COM |
| CALIFORNIA BANCORP | 13587 | 253669 | COM |
| SALESFORCE INC | 949 | 251410 | COM |
| VANGUARD WORLD FD | 3810 | 247688 | EXTENDED DUR |
| APPLIED MATLS INC | 963 | 247540 | COM |
| AMPHENOL CORP NEW | 1803 | 243703 | CL A |
| CINTAS CORP | 1288 | 242278 | COM |
| MARATHON PETE CORP | 1487 | 241899 | COM |
| PALANTIR TECHNOLOGIES INC | 1355 | 240851 | CL A |
| TJX COS INC NEW | 1529 | 234928 | COM |
| ENERGY TRANSFER L P | 14156 | 233437 | COM UT LTD PTN |
| BOEING CO | 1075 | 233404 | COM |
| BLACKSTONE INC | 1495 | 230378 | COM |
| RITHM CAPITAL CORP | 20921 | 228037 | COM NEW |
| COINBASE GLOBAL INC | 1000 | 226140 | COM CL A |
| ISHARES TR | 4192 | 225865 | ISHS 5-10YR INVT |
| MCKESSON CORP | 269 | 220674 | COM |
| STELLANTIS N.V | 20000 | 217800 | SHS |
| MARSH & MCLENNAN COS INC | 1171 | 217296 | COM |
| GRANITESHARES ETF TR | 6767 | 216982 | 2X LONG AAPL DAI |
| ABRDN PLATINUM ETF TRUST | 1152 | 214767 | PHYSCL PLATM SHS |
| GRANITESHARES ETF TR | 6576 | 210564 | 2X LONG TSLA DAI |
| TRUIST FINL CORP | 4186 | 206016 | COM |
| ORACLE CORP | 1054 | 205481 | COM |
| VERTIV HOLDINGS CO | 1252 | 202839 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 11895 | 202334 | WCM INTL EQUITY |
| GRANITESHARES ETF TR | 7413 | 201545 | GANITESHARES 2X |
| BRISTOL-MYERS SQUIBB CO | 3725 | 200929 | COM |
| OVINTIV INC | 5109 | 200204 | COM |
| ARISTA NETWORKS INC | 1527 | 200083 | COM SHS |
| A2Z CUST2MATE SOLUTIONS CORP | 29495 | 192012 | COM |
| HEALTHPEAK PROPERTIES INC | 11301 | 181714 | COM |
| OCULAR THERAPEUTIX INC | 11200 | 135968 | COM |
| CEMENTOS PACASMAYO S A A | 11000 | 114620 | SPONSORED ADR |
| 5E ADVANCED MATERIALS INC | 15150 | 46208 | COM NEW |
| SACHEM CAP CORP | 13860 | 14414 | COM |
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