account_balance
Investment manager · 13F filer · SEC CIK 2064883
Woodside Wealth Management LLC
Reported value$146Mas of Sep 30, 2026
Positions43 1 new, 3 sold out
Top 10 weight74.3%VOO alone is 24%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
23.9%
SPSBSPDR Series Trust
10.3%
VUGVanguard Index FDS
7.8%
DFACDimensional ETF Trust
6.7%
PRFInvesco Exchange Traded Fd T
6.6%
JPSTJ P Morgan Exchange Traded F
5.0%Added +5%
GOOGAlphabet Inc.
3.9%
GOOGLAlphabet Inc.
3.9%
VTIVanguard Index FDS
3.5%
USMViShares Tr
2.7%
SCHDSchwab Strategic Tr
2.4%
DFUVDimensional ETF Trust
2.3%
VOOVanguard Index FDS
23.9%
SPSBSPDR Series Trust
10.3%
VUGVanguard Index FDS
7.8%
DFACDimensional ETF Trust
6.7%
PRFInvesco Exchange Traded Fd T
6.6%
JPSTJ P Morgan Exchange Traded F
5.0%
VTI3.5%
USMV
SCHD
DFUV
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
VOO Vanguard Index FDS 23.9% Held
SPSB SPDR Series Trust 10.3% Held
VUG Vanguard Index FDS 7.8% Held
DFAC Dimensional ETF Trust 6.7% Held
PRF Invesco Exchange Traded Fd T 6.6% Held
JPST J P Morgan Exchange Traded F 5.0% Added +5%
GOOG Alphabet Inc. 3.9% HeldGOOGL Alphabet Inc. 3.9% HeldVTI Vanguard Index FDS 3.5% Held
USMV iShares Tr 2.7% Trimmed −2%
SCHD Schwab Strategic Tr 2.4% Added +8%
DFUV Dimensional ETF Trust 2.3% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- JNJ $203K
arrow_upwardAdded
- FBND +33%
- DFAU +22%
- VNQ +19%
- DFAE +17%
arrow_downwardTrimmed
- IWM −8%
- USMV −2%
remove_circleSold out
- AGG $377K
- BND $295K
- DFAS $200K
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