§ 13F · FUND PROFILE
Woodward Financial Advisors, Inc..
AUM · $299M (13F)Positions · 66Turnover · n/a · Q2Filed · Aug 14, 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 AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 59K | $44M | — | — |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 858K | $41M | — | — |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 858K | $36M | — | — |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 769K | $29M | — | — |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 564K | $23M | — | — |
| 6 | VTIP | VANGUARD MALVERN FDS | 432K | $22M | — | — |
| 7 | DFSV | DIMENSIONAL ETF TRUST | 349K | $14M | — | — |
| 8 | VTV | VANGUARD INDEX FDS | 58K | $13M | — | — |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 153K | $8M | — | — |
| 10 | IWB | ISHARES TR | 16K | $6M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOODWARD SIGNAL
AC read
Woodward Financial Advisors, Inc. is a institutional fund managing $299 million in assets. The fund runs a portfolio of 66 positions.
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