§ 13F · FUND PROFILE
Woodside Wealth Management LLC.
AUM · $144M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$428K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 49K | $34M | 23.6% | ±0% |
| 2 | SPSB | SPDR SERIES TRUST | 508K | $15M | 10.6% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 126K | $11M | 7.6% | +495% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 218K | $10M | 6.8% | −1% |
| 5 | PRF | INVESCO EXCHANGE TRADED FD T | 175K | $9M | 6.6% | ±0% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 139K | $7M | 4.9% | +9% |
| 7 | GOOG | ALPHABET INC | 17K | $6M | 4.1% | ±0% |
| 8 | GOOGL | ALPHABET INC | 16K | $6M | 4.1% | ±0% |
| 9 | VTI | VANGUARD INDEX FDS | 13K | $5M | 3.5% | ±0% |
| 10 | USMV | ISHARES TR | 41K | $4M | 2.7% | −2% |
§ 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 $144 million in assets. The fund runs a portfolio of 45 positions.
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