§ 13F · FUND PROFILE
Woodside Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $127M (13F)Positions · 80Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$281K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 49K | $30M | 23.1% | −5% |
| 2 | SPSB | SPDR SERIES TRUST | 505K | $15M | 11.9% | +5% |
| 3 | VUG | VANGUARD INDEX FDS | 21K | $9M | 7.2% | −5% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 220K | $9M | 6.7% | ±0% |
| 5 | PRF | INVESCO EXCHANGE TRADED FD T | 174K | $8M | 6.5% | +3% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 127K | $6M | 5.0% | +47% |
| 7 | GOOG | ALPHABET INC | 17K | $5M | 3.7% | ±0% |
| 8 | GOOGL | ALPHABET INC | 16K | $5M | 3.7% | ±0% |
| 9 | VTI | VANGUARD INDEX FDS | 14K | $4M | 3.4% | +1% |
| 10 | USMV | ISHARES TR | 41K | $4M | 3.0% | −8% |
§ 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 $127 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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