DOSSIER · 13F-HR · Q3 2026

Woodside Wealth Management LLC

$146M in tracked AUM across 43 positions as of Q3 2026.

WW
CIK 0002064883 · last filed Sep 30, 2026
Total AUM
$146M
as of Q3 2026
Holdings
43
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Woodside Wealth Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$35M50K23.9%
02
SPSB
SPDR SERIES TRUST
$15M510K10.3%
03
VUG
VANGUARD INDEX FDS
$11M127K7.8%
04
DFAC
DIMENSIONAL ETF TRUST
$10M218K6.7%
05
PRF
INVESCO EXCHANGE TRADED FD T
$10M178K6.6%
06
JPST
J P MORGAN EXCHANGE TRADED F
$7M146K5.0%
07
GOOG
ALPHABET INC
$6M17K3.9%
08
GOOGL
ALPHABET INC
$6M16K3.9%
09
VTI
VANGUARD INDEX FDS
$5M13K3.5%
10
USMV
ISHARES TR
$4M40K2.7%

Filing history

2026Q3Sep 30
$146M▲ 1.7%
43 positionsView →
2026Q2Jun 30
$144M▲ 12.1%
45 positionsView →
2026Q1Mar 31
$128M▼ 4.5%
44 positionsView →
2025Q4Dec 31
$134M▲ 5.6%
83 positionsView →
2025Q3Sep 30
$127M▲ 9.2%
80 positionsLocked
2025Q2Jun 30
$116M▲ 140.6%
77 positionsLocked
2025Q1Mar 31
$48M—
33 positionsLocked