13F Insight
DOSSIER · 13F-HR · Q2 2026

WOODWARD DIVERSIFIED CAPITAL, LLC

$227M in tracked AUM across 181 positions as of Q2 2026.

WD
CIK 0001846177 · last filed Jun 30, 2026
Total AUM
$227M
as of Q2 2026
Holdings
181
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WOODWARD DIVERSIFIED CAPITAL, 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
RS
RELIANCE INC
$29M78K12.9%02
AAPL
APPLE INC
$14M49K6.2%03
CVX
CHEVRON CORPORATION
$7M44K3.2%04
NVDA
NVIDIA CORPORATION
$7M36K3.2%05
GNLX
GENELUX CORPORATION
$7M2.3M3.0%06
WFC
WELLS FARGO & CO
$6M76K2.8%07
GOOGL
ALPHABET INC
$5M14K2.2%08
QLD
PROSHARES TR
$5M51K2.2%09
AMZN
AMAZON COM INC
$5M20K2.1%10
JNJ
JOHNSON & JOHNSON
$4M15K1.7%

Filing history

2026Q2Jun 30
$227M▲ 3.8%
181 positionsView →2025Q4Dec 31
$218M▲ 1.7%
184 positionsView →2025Q3Sep 30
$215M▲ 8.6%
182 positionsView →2025Q2Jun 30
$198M▲ 39.9%
172 positionsLocked2025Q1Mar 31
$141M▲ 3.8%
136 positionsLocked2024Q4Dec 31
$136M▼ 13.7%
132 positionsLocked2024Q3Sep 30
$158M▼ 7.6%
160 positionsLocked2024Q2Jun 30
$171M▲ 5.9%
159 positionsLocked2024Q1Mar 31
$161M▲ 1.1%
151 positionsLocked2023Q4Dec 31
$159M▲ 14.7%
157 positionsLocked2023Q3Sep 30
$139M▲ 4.8%
152 positionsLocked2023Q2Jun 30
$133M▲ 4.2%
147 positionsLocked
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