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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 $107.87 million in total holdings as of March 31, 2025.
  • Woodside Wealth Management LLC owns shares of 76 different stocks, but just 14 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofWoodside Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$25,435,97549,49523.6%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$14,014,319465,59213.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,991,17121,5507.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$7,155,399216,8966.6%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$6,869,094169,9856.4%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$4,263,02945,5164.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,611,12313,1393.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$3,494,22969,0153.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,991,609106,9962.8%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,601,38163,1252.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,600,44816,6452.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,536,09616,4002.4%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,424,76923,1882.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,282,17529,1542.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,098,67033,7951.9%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,760,81238,5721.6%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$1,469,44638,2271.4%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,429,33427,2931.3%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,356,3547,8521.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$983,3251,7500.9%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$877,7664,6650.8%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$794,58525,4430.7%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$675,3387,4590.6%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$668,5958,9480.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$658,1238,3370.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$625,0241,6650.6%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$598,4703,0000.6%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$594,7076,0120.6%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$558,6842,9990.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$454,4195,5600.4%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$288,5123,9280.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$287,2991,4810.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$281,7824,2850.3%ETF
Apple Inc. stock logo
AAPL
Apple
$247,6751,1150.2%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$223,1774,9310.2%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$222,4374,3200.2%ETF
DIMENSIONAL ETF TRUST
$186,3823,0390.2%US CORE EQUITY 1
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$161,8008,1800.1%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$159,1715,4830.1%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$153,9165,9450.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$149,0342,9320.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$145,3722,4330.1%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$134,9872,3000.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$125,6382,5320.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$123,9942,1250.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$108,2144880.1%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$102,1864,0010.1%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$101,1922,8000.1%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$98,7821,6630.1%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$93,4463,9900.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$61,8311140.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$47,6395600.0%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$45,2569360.0%Manufacturing
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$41,8461,7860.0%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$40,4004040.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$34,9441320.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$30,6962400.0%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$30,367990.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$25,8887110.0%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$25,5482210.0%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$24,5781,0410.0%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$23,6001370.0%ETF
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$21,0632130.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$18,9951400.0%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$17,4681580.0%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$16,3902410.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$16,2732760.0%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$14,8422750.0%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$13,5543350.0%ETF
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$12,5665100.0%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$9,998900.0%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$7,5111630.0%Manufacturing
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$6,7112680.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$6,5751670.0%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$5,8691440.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$3,378660.0%ETF

Showing largest 100 holdings. View all holdings.
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