Woodside Wealth Management LLC
CIK: 0002064883SEC EDGAR →
Portfolio Value
$134.0M
Holdings
83
As of
Q4 2025
New Positions
3
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 51,784 | $32.5M | 24.24% |
| 2 | SPDR SER TR | 479,805 | $14.5M | 10.81% |
| 3 | VANGUARD INDEX FDS | 22,293 | $10.9M | 8.12% |
| 4 | DIMENSIONAL ETF TRUST | 220,019 | $8.7M | 6.50% |
| 5 | INVESCO EXCHANGE TRADED FD T | 169,705 | $8.0M | 5.94% |
| 6 | ALPHABET INC | 16,645 | $5.2M | 3.90% |
| 7 | ALPHABET INC | 16,400 | $5.1M | 3.83% |
| 8 | VANGUARD INDEX FDS | 13,347 | $4.5M | 3.34% |
| 9 | J P MORGAN EXCHANGE TRADED F | 86,085 | $4.4M | 3.25% |
| 10 | ISHARES TR | 44,988 | $4.2M | 3.16% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $121.4M | 90.6% |
| Communication Services | 3 | $10.6M | 7.9% |
| Technology | 4 | $2.0M | 1.5% |
| Unknown | 1 | $22K | 0.0% |