§ 13F · FUND PROFILE
WoodTrust Financial Corp.
AUM · $842K (13F)Positions · 246Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR MSCI EAFE ETF | 961K | $100K | 11.9% | −3% |
| 2 | AMAT | APPLIED MATLS INC COM | 60K | $43K | 5.2% | −9% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 553K | $33K | 3.9% | −3% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 63K | $32K | 3.7% | +19% |
| 5 | IWN | ISHARES TR RUS 2000 VAL ETF | 132K | $29K | 3.5% | −7% |
| 6 | VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | 146K | $29K | 3.4% | −5% |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | 73K | $29K | 3.4% | −8% |
| 8 | VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | 92K | $28K | 3.4% | −6% |
| 9 | JPM | JPMORGAN CHASE & CO COM | 75K | $25K | 2.9% | +16% |
| 10 | AMZN | AMAZON COM INC COM | 97K | $23K | 2.8% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOODTRUST SIGNAL
AC read
WoodTrust Financial Corp is a Other fund managing $842 thousand in assets. The fund runs a broad portfolio of 246 positions.
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