§ 13F · FUND PROFILE
Wood Tarver Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $332.3B (13F)Positions · 702Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$356.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 162K | $54.3B | 15.3% | NEW |
| 2 | CGSD | CAPITAL GRP FIXED INCM ETF T | 1.38M | $35.8B | 10.1% | NEW |
| 3 | CGCP | CAPITAL GRP FIXED INCM ETF T | 1.11M | $25.2B | 7.1% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 480K | $21.0B | 5.9% | NEW |
| 5 | QUAL | ISHARES TR | 69K | $13.7B | 3.8% | NEW |
| 6 | DOCT | FIRST TR EXCHNG TRADED FD VI | 260K | $11.5B | 3.2% | NEW |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 136K | $9.5B | 2.7% | NEW |
| 8 | COWZ | PACER FDS TR | 152K | $9.2B | 2.6% | NEW |
| 9 | SPGP | INVESCO EXCHANGE TRADED FD T | 76K | $8.7B | 2.4% | NEW |
| 10 | IMCG | ISHARES TR | 100K | $8.0B | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOOD SIGNAL
AC read
Wood Tarver Financial Group, LLC is a Other fund managing $332.3 trillion in assets. The fund runs a broad portfolio of 702 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed