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Woodside Wealth Management LLC Top Holdings and 13F Report (2025)

About Woodside Wealth Management LLC

Investment Activity

  • Woodside Wealth Management LLC has $116.20 million in total holdings as of June 30, 2025.
  • Woodside Wealth Management LLC owns shares of 77 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 1.14% of the portfolio was purchased this quarter.
  • About 0.35% of the portfolio was sold this quarter.
  • This quarter, Woodside Wealth Management LLC has purchased 76 new stocks and bought additional shares in 22 stocks.
  • Woodside Wealth Management LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

464288414 - iShares National Muni Bond ETF
$119,943 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
579 shares (about $328.89K)
JPMorgan Ultra-Short Income ETF
5,745 shares (about $291.16K)
iShares National Muni Bond ETF
1,148 shares (about $119.94K)
Vanguard Total International Stock ETF
1,419 shares (about $98.04K)
Fidelity Total Bond ETF
2,125 shares (about $97.22K)

Largest Sales this Quarter

Vanguard Real Estate ETF
1,200 shares (about $106.87K)
iShares Russell 2000 ETF
350 shares (about $75.53K)
Invesco RAFI US 1000 ETF
1,210 shares (about $51.15K)
iShares MSCI USA Min Vol Factor ETF
275 shares (about $25.81K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWoodside Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$28,443,534$328,889 1.2%50,07424.5%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$14,033,852$22,371 -0.2%464,85112.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,528,624$81,104 0.9%21,7358.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$7,773,5530.0%216,8966.7%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$7,134,119$51,147 -0.7%168,7756.1%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$4,246,773$25,814 -0.6%45,2413.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,045,308$51,972 1.3%13,3103.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$3,788,837$291,157 8.3%74,7603.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,952,6570.0%16,6452.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,890,1720.0%16,4002.5%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,886,407$51,013 1.8%108,9212.5%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,666,853$2,072 -0.1%63,0762.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,529,189$5,027 -0.2%23,1422.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,432,935$98,039 4.2%35,2142.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,297,961$3,541 0.2%29,1992.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,861,888$97,219 5.5%40,6971.6%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$1,669,492$50,197 3.1%39,4121.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,394,125$6,363 0.5%7,8881.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,317,048$122,931 -8.5%24,9631.1%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,120,725$34,150 3.1%1,8051.0%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$921,187$41,622 4.7%26,6470.8%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$906,0830.0%4,6650.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$828,1880.0%1,6650.7%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$662,7920.0%8,3370.6%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$651,5930.0%8,9480.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$608,790$12,400 2.1%6,1370.5%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$584,8350.0%2,9990.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$571,844$75,527 -11.7%2,6500.5%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$557,427$106,872 -16.1%6,2590.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$497,0080.0%5,5600.4%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$339,826$28,349 9.1%4,6750.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$303,1160.0%1,4810.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$291,133$1,914 0.7%3,9540.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$243,8870.0%4,9310.2%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$233,1070.0%4,3200.2%ETF
Apple Inc. stock logo
AAPL
Apple
$228,7640.0%1,1150.2%Computer and Technology
DIMENSIONAL ETF TRUST
$203,1570.0%3,0390.2%US CORE EQUITY 1
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$192,933$12,155 6.7%8,7300.2%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$174,250$2,142 1.2%6,0190.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$167,1530.0%2,9320.1%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$160,2130.0%5,4830.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$155,0060.0%2,4330.1%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$135,1940.0%2,3000.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$131,7930.0%2,1250.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$124,1440.0%2,5320.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$119,943$119,943 New Holding1,1480.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$117,779$2,133 1.8%4970.1%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$112,0560.0%2,8000.1%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$109,542$7,117 6.9%4,2790.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$99,4640.0%1,6630.1%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$94,9620.0%3,9900.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$75,6140.0%1140.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$51,5030.0%5600.0%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$46,509$973 2.1%9560.0%Manufacturing
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$45,2480.0%4040.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$45,1860.0%1,7860.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$33,6170.0%990.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$32,7810.0%1320.0%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$31,412$5,011 19.0%1630.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$30,3620.0%2400.0%Finance
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$29,7000.0%2210.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$28,7880.0%7110.0%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$25,5460.0%1,0410.0%ETF
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$20,4940.0%2130.0%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$20,1060.0%1580.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$19,0020.0%1400.0%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$18,0480.0%2410.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$17,2110.0%2760.0%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$16,5080.0%2750.0%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$15,4600.0%3350.0%ETF
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$12,6530.0%5100.0%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$9,9040.0%900.0%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$7,8280.0%2680.0%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$7,5350.0%1630.0%Manufacturing
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$7,1380.0%1670.0%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$6,347$213 3.5%1490.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$3,5890.0%660.0%ETF

Showing largest 100 holdings. View all holdings.
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