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

WOODWARD DIVERSIFIED CAPITAL, LLC

$218M in tracked AUM across 184 positions as of Q4 2025.

WD
CIK 0001846177 · last filed Dec 31, 2025
Total AUM
$218M
as of Q4 2025
Holdings
184
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q1Mar 31
$127M▲ 2.4%
140 positionsLocked
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