§ 13F · FUND PROFILE
WoodTrust Financial Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $840K (13F)Positions · 252Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4K 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 MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR MSCI EAFE ETF | 992K | $96K | 12.4% | −8% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 573K | $31K | 4.0% | −8% |
| 3 | VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | 155K | $29K | 3.7% | −11% |
| 4 | IWN | ISHARES TR RUS 2000 VAL ETF | 142K | $27K | 3.5% | −10% |
| 5 | VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | 99K | $25K | 3.3% | −10% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 53K | $25K | 3.3% | −8% |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | 79K | $25K | 3.2% | −11% |
| 8 | JNJ | JOHNSON & JOHNSON COM | 99K | $24K | 3.1% | −8% |
| 9 | AMAT | APPLIED MATLS INC COM | 66K | $22K | 2.9% | −14% |
| 10 | AMZN | AMAZON COM INC COM | 103K | $21K | 2.8% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOODTRUST SIGNAL
AC read
WoodTrust Financial Corp is a Other fund managing $840 thousand in assets. The fund runs a broad portfolio of 252 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