§ 13F · FUND PROFILE
Woodside Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116.2T (13F)Positions · 77Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$828.4B 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 JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 52K | $32.5T | 24.2% | +1% |
| 2 | SPSB | SPDR SER TR | 480K | $14.5T | 10.8% | +2% |
| 3 | VUG | VANGUARD INDEX FDS | 22K | $10.9T | 8.1% | +1% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 220K | $8.7T | 6.5% | ±0% |
| 5 | PRF | INVESCO EXCHANGE TRADED FD T | 170K | $8.0T | 5.9% | ±0% |
| 6 | GOOG | ALPHABET INC | 17K | $5.2T | 3.9% | ±0% |
| 7 | GOOGL | ALPHABET INC | 16K | $5.1T | 3.8% | ±0% |
| 8 | VTI | VANGUARD INDEX FDS | 13K | $4.5T | 3.3% | ±0% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 86K | $4.4T | 3.3% | +13% |
| 10 | USMV | ISHARES TR | 45K | $4.2T | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOODSIDE SIGNAL
AC read
Woodside Wealth Management LLC is a Other fund managing $116199.3 trillion in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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