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Investment manager · 13F filer · SEC CIK 1725247
WoodTrust Financial Corp
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Reported value$825Mas of Sep 30, 2026
Positions180 11 new, 10 sold out
Top 10 weight43.5%EFA alone is 12%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EFAiShares Tr MSCI EAFE ETF
12.1%
VWOVanguard Intl Equity Index F Ftse Emr MKT ETF
4.0%
BRK-BBerkshire Hathaway Inc
3.8%
MSFTMicrosoft Corp
3.7%
AMATApplied Materials Inc
3.6%Trimmed −5%
JPMJPMorgan Chase & Co
3.3%
AAPLApple Inc.
3.3%Trimmed −2%
VOEVanguard Index FDS Mrngstr Md Cp Va
3.3%Trimmed −5%
IWNiShares Tr Rus 2000 Val ETF
3.2%Trimmed −4%
AMZNAmazon.com Inc
3.2%
VOTVanguard Index FDS Mrngstr Md Cp Gr
3.2%−3%
IWOiShares Tr Rus 2000 GRW ETF
3.0%−3%
EFAiShares Tr MSCI EAFE ETF
12.1%
VWOVanguard Intl Equity Index F Ftse Emr MKT ETF
4.0%
BRK-BBerkshire Hathaway Inc
3.8%
MSFTMicrosoft Corp
3.7%
AMATApplied Materials Inc
3.6%
JPMJPMorgan Chase & Co
3.3%
AAPLApple Inc.
3.3%
VOEVanguard Index FDS Mrngstr Md Cp Va
3.3%
IWNiShares Tr Rus 2000 Val ETF
3.2%
VOT3.2%
IWO3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EFA iShares Tr MSCI EAFE ETF 12.1% Held
VWO Vanguard Intl Equity Index F Ftse Emr MKT ETF 4.0% Held
BRK-B Berkshire Hathaway Inc 3.8% HeldMSFT Microsoft Corp 3.7% HeldAMAT Applied Materials Inc 3.6% Trimmed −5%JPM JPMorgan Chase & Co 3.3% HeldAAPL Apple Inc. 3.3% Trimmed −2%VOE Vanguard Index FDS Mrngstr Md Cp Va 3.3% Trimmed −5%
IWN iShares Tr Rus 2000 Val ETF 3.2% Trimmed −4%
AMZN Amazon.com Inc 3.2% HeldVOT Vanguard Index FDS Mrngstr Md Cp Gr 3.2% Trimmed −3%
IWO iShares Tr Rus 2000 GRW ETF 3.0% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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