Woodside Wealth Management LLC Top Holdings and 13F Report (2025) About Woodside Wealth Management LLCInvestment ActivityWoodside 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 Holdings Vanguard S&P 500 ETF $28,443,534SPDR Portfolio Short Term Corporate Bond ETF $14,033,852Vanguard Growth ETF $9,528,624Dimensional U.S. Core Equity 2 ETF $7,773,553Invesco RAFI US 1000 ETF $7,134,119 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 iShares 1-5 Year Investment Grade Corporate Bond ETF 2,330 shares (about $122.93K)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 TimeMap of 500 Largest Holdings ofWoodside Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$28,443,534$328,889 ▲1.2%50,07424.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$14,033,852$22,371 ▼-0.2%464,85112.1%ETFVUGVanguard Growth ETF$9,528,624$81,104 ▲0.9%21,7358.2%ETFDFACDimensional U.S. Core Equity 2 ETF$7,773,5530.0%216,8966.7%ETFPRFInvesco RAFI US 1000 ETF$7,134,119$51,147 ▼-0.7%168,7756.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,246,773$25,814 ▼-0.6%45,2413.7%ETFVTIVanguard Total Stock Market ETF$4,045,308$51,972 ▲1.3%13,3103.5%ETFJPSTJPMorgan Ultra-Short Income ETF$3,788,837$291,157 ▲8.3%74,7603.3%ETFGOOGAlphabet$2,952,6570.0%16,6452.5%Computer and TechnologyGOOGLAlphabet$2,890,1720.0%16,4002.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,886,407$51,013 ▲1.8%108,9212.5%ETFDFUVDimensional US Marketwide Value ETF$2,666,853$2,072 ▼-0.1%63,0762.3%ETFIJRiShares Core S&P Small-Cap ETF$2,529,189$5,027 ▼-0.2%23,1422.2%ETFVXUSVanguard Total International Stock ETF$2,432,935$98,039 ▲4.2%35,2142.1%ETFBSVVanguard Short-Term Bond ETF$2,297,961$3,541 ▲0.2%29,1992.0%ETFFBNDFidelity Total Bond ETF$1,861,888$97,219 ▲5.5%40,6971.6%ETFDFAUDimensional US Core Equity Market ETF$1,669,492$50,197 ▲3.1%39,4121.4%ETFVTVVanguard Value ETF$1,394,125$6,363 ▲0.5%7,8881.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,317,048$122,931 ▼-8.5%24,9631.1%ManufacturingIVViShares Core S&P 500 ETF$1,120,725$34,150 ▲3.1%1,8051.0%ETFDFAIDimensional International Core Equity Market ETF$921,187$41,622 ▲4.7%26,6470.8%ETFIWDiShares Russell 1000 Value ETF$906,0830.0%4,6650.8%ETFMSFTMicrosoft$828,1880.0%1,6650.7%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$662,7920.0%8,3370.6%ETFSPLVInvesco S&P 500 Low Volatility ETF$651,5930.0%8,9480.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$608,790$12,400 ▲2.1%6,1370.5%FinanceVBRVanguard Small-Cap Value ETF$584,8350.0%2,9990.5%ETFIWMiShares Russell 2000 ETF$571,844$75,527 ▼-11.7%2,6500.5%FinanceVNQVanguard Real Estate ETF$557,427$106,872 ▼-16.1%6,2590.5%ETFEFAiShares MSCI EAFE ETF$497,0080.0%5,5600.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$339,826$28,349 ▲9.1%4,6750.3%ETFVIGVanguard Dividend Appreciation ETF$303,1160.0%1,4810.3%ETFBNDVanguard Total Bond Market ETF$291,133$1,914 ▲0.7%3,9540.3%ETFVWOVanguard FTSE Emerging Markets ETF$243,8870.0%4,9310.2%ETFDFATDimensional U.S. Targeted Value ETF$233,1070.0%4,3200.2%ETFAAPLApple$228,7640.0%1,1150.2%Computer and TechnologyDIMENSIONAL ETF TRUST$203,1570.0%3,0390.2%US CORE EQUITY 1SCHFSchwab International Equity ETF$192,933$12,155 ▲6.7%8,7300.2%ETFDFAEDimensional Emerging Core Equity Market ETF$174,250$2,142 ▲1.2%6,0190.1%ETFVEAVanguard FTSE Developed Markets ETF$167,1530.0%2,9320.1%ETFSPBOSPDR Portfolio Corporate Bond ETF$160,2130.0%5,4830.1%ETFDFASDimensional U.S. Small Cap ETF$155,0060.0%2,4330.1%ETFVGSHVanguard Short-Term Treasury ETF$135,1940.0%2,3000.1%ETFIJHiShares Core S&P Mid-Cap ETF$131,7930.0%2,1250.1%ETFVTEBVanguard Tax-Exempt Bond ETF$124,1440.0%2,5320.1%ETFMUBiShares National Muni Bond ETF$119,943$119,943 ▲New Holding1,1480.1%ETFVBVanguard Small-Cap ETF$117,779$2,133 ▲1.8%4970.1%ETFFNDFSchwab Fundamental International Equity ETF$112,0560.0%2,8000.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$109,542$7,117 ▲6.9%4,2790.1%ETFVGITVanguard Intermediate-Term Treasury ETF$99,4640.0%1,6630.1%ETFSPHYSPDR Portfolio High Yield Bond ETF$94,9620.0%3,9900.1%ETFVGTVanguard Information Technology ETF$75,6140.0%1140.1%ETFIWRiShares Russell Mid-Cap ETF$51,5030.0%5600.0%ETFISTBiShares Core 1-5 Year USD Bond ETF$46,509$973 ▲2.1%9560.0%ManufacturingEFGiShares MSCI EAFE Growth ETF$45,2480.0%4040.0%ETFSCHASchwab US Small-Cap ETF$45,1860.0%1,7860.0%ETFIWBiShares Russell 1000 ETF$33,6170.0%990.0%ETFVHTVanguard Health Care ETF$32,7810.0%1320.0%ETFVXFVanguard Extended Market ETF$31,412$5,011 ▲19.0%1630.0%ETFIBBiShares Biotechnology ETF$30,3620.0%2400.0%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$29,7000.0%2210.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$28,7880.0%7110.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$25,5460.0%1,0410.0%ETFRWRSPDR Dow Jones REIT ETF$20,4940.0%2130.0%ETFIWCiShares Micro-Cap ETF$20,1060.0%1580.0%ETFSDYSPDR S&P Dividend ETF$19,0020.0%1400.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$18,0480.0%2410.0%ETFIAUiShares Gold Trust$17,2110.0%2760.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$16,5080.0%2750.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$15,4600.0%3350.0%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$12,6530.0%5100.0%ETFTIPiShares TIPS Bond ETF$9,9040.0%900.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,8280.0%2680.0%ETFIUSBiShares Core Total USD Bond Market ETF$7,5350.0%1630.0%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$7,1380.0%1670.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,347$213 ▲3.5%1490.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,5890.0%660.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
