DOSSIER · 13F-HR · Q2 2026

Woodside Wealth Management LLC

$144M in tracked AUM across 45 positions as of Q2 2026.

WW
CIK 0002064883 · last filed Jun 30, 2026
Total AUM
$144M
as of Q2 2026
Holdings
45
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Woodside Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$34M49K23.6%
02
SPSB
SPDR SERIES TRUST
$15M508K10.6%
03
VUG
VANGUARD INDEX FDS
$11M126K7.6%
04
DFAC
DIMENSIONAL ETF TRUST
$10M218K6.8%
05
PRF
INVESCO EXCHANGE TRADED FD T
$9M175K6.6%
06
JPST
J P MORGAN EXCHANGE TRADED F
$7M139K4.9%
07
GOOG
ALPHABET INC
$6M17K4.1%
08
GOOGL
ALPHABET INC
$6M16K4.1%
09
VTI
VANGUARD INDEX FDS
$5M13K3.5%
10
USMV
ISHARES TR
$4M41K2.7%

Filing history

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 positionsView →
2025Q2Jun 30
$116M 140.6%
77 positionsLocked
2025Q1Mar 31
$48M
33 positionsLocked