13F Insight
DOSSIER · 13F-HR · Q4 2025

WOODWARD DIVERSIFIED CAPITAL, LLC

WOODWARD DIVERSIFIED's pension fund based in Greenwich, CT — $218M in tracked AUM across 184 positions as of Q4 2025.

WD
WOODWARD DIVERSIFIED·Greenwich, CT·Pension Fund
CIK 0001846177 · last filed Dec 31, 2025
Total AUM
$218M
▼ 1.5%
vs prior
Holdings
184
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

WOODWARD DIVERSIFIED CAPITAL, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
RS
RELIANCE INC
$23M78K10.4%
02
AAPL
APPLE INC
$13M46K5.8%
03
GNLX
GENELUX CORPORATION
$8M1.9M3.9%
04
XOM
EXXON MOBIL CORP
$7M62K3.4%
05
WFC
WELLS FARGO CO NEW
$7M75K3.2%
06
CVX
CHEVRON CORP NEW
$7M45K3.1%
07
NVDA
NVIDIA CORPORATION
$7M36K3.1%
08
AMZN
AMAZON COM INC
$5M20K2.1%
09
MSFT
MICROSOFT CORP
$5M9K2.1%
10
GOOGL
ALPHABET INC
$4M14K2.0%

Filing history

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