account_balance
Investment manager · 13F filer · SEC CIK 2059344
Wood Tarver Financial Group, LLC
Reported value$468Mas of Sep 30, 2026
Positions178 17 new, 4 sold out
Top 10 weight44.9%VTI alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
12.2%
CGSDCapital GRP Fixed Incm ETF T
7.1%Trimmed −7%
CGDVCapital Group Dividend Value
5.3%Added +2%
AGGiShares Tr
4.0%Added +5587%
QUALiShares Tr
3.5%
PRFInvesco Exchange Traded Fd T
3.3%Added +3%
DFASDimensional ETF Trust
2.6%Added +3%
ACYSFirst Tr Exchange-Traded Fd
2.4%Added +211%
IMCGiShares Tr
2.3%+3%
COWZPacer FDS Tr
2.3%−5%
VEAVanguard Tax-Managed FDS
2.0%+4%
CGCPCapital GRP Fixed Incm ETF T
2.0%−65%
VTIVanguard Index FDS
12.2%
CGSDCapital GRP Fixed Incm ETF T
7.1%−7%
CGDVCapital Group Dividend Value
5.3%
AGGiShares Tr
4.0%
QUALiShares Tr
3.5%
PRFInvesco Exchange Traded Fd T
3.3%
DFASDimensional ETF Trust
2.6%
ACYSFirst Tr Exchange-Traded Fd
2.4%
IMCG2.3%
COWZ2.3%
VEA2.0%
CGCP2.0%
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
VTI Vanguard Index FDS 12.2% Held
CGSD Capital GRP Fixed Incm ETF T 7.1% Trimmed −7%
CGDV Capital Group Dividend Value 5.3% Added +2%
AGG iShares Tr 4.0% Added +5587%
QUAL iShares Tr 3.5% Held
PRF Invesco Exchange Traded Fd T 3.3% Added +3%
DFAS Dimensional ETF Trust 2.6% Added +3%
ACYS First Tr Exchange-Traded Fd 2.4% Added +211%
IMCG iShares Tr 2.3% Added +3%
COWZ Pacer FDS Tr 2.3% Trimmed −5%
VEA Vanguard Tax-Managed FDS 2.0% Added +4%
CGCP Capital GRP Fixed Incm ETF T 2.0% Trimmed −65%
What changed
Biggest moves since Jun 30, 2026
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