account_balance

Investment manager · 13F filer · SEC CIK 2136600

Woodward Financial Advisors, Inc.

Reported value$254Mas of Sep 30, 2026
Positions66 2 new, 2 sold out
Top 10 weight78.8%IVV alone is 18%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Tr 17.8% Held
DFSD Dimensional ETF Trust 17.1% Added +9%
DFIC Dimensional ETF Trust 11.7% Added +2%
DFEM Dimensional ETF Trust 8.8% Held
VTIP Vanguard Malvern FDS 8.7% Added +3%
VTV Vanguard Index FDS 4.9% Held
DFUV Dimensional ETF Trust 3.3% Held
IWB iShares Tr 2.5% Held
DFAS Dimensional ETF Trust 2.2% Held
VEA Vanguard Tax-Managed FDS 1.8% Held
DFAI Dimensional ETF Trust 1.8% Trimmed −3%
DFAT Dimensional ETF Trust 1.8% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • MGK −6%
  • STPZ −5%
  • BRK-B −5%
  • DFAI −3%
remove_circleSold out
  • DUHP $35.8M
  • DFSV $13.5M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist