Wood Tarver Financial Group, LLC
Wood Tarver Financial Group, LLC reported 165 positions worth $423.6K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: VTI (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $55.8K | 13.18% | 150,917 | — | — | |
| ▸ 2 | CGSD | SH | $36.6K | 8.65% | 1,423,756 | — | — | |
| ▸ 3 | CGCP | SH | $27.8K | 6.56% | 1,247,580 | — | — | |
| ▸ 4 | CGDV | SH | $24.7K | 5.83% | 501,056 | — | — | |
| ▸ 5 | QUAL | SH | $15.9K | 3.76% | 72,612 | — | — | |
| ▸ 6 | PRF | SH | $14.7K | 3.47% | 272,076 | — | — | |
| ▸ 7 | DFAS | SH | $12.3K | 2.90% | 149,093 | — | — | |
| ▸ 8 | IMCG | SH | $11.1K | 2.63% | 113,377 | — | — | |
| ▸ 9 | COWZ | SH | $10.6K | 2.50% | 170,477 | — | — | |
| ▸ 10 | LRCX | SH | $9.4K | 2.21% | 21,584 | — | — |
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Frequently Asked Questions
What stocks does Wood Tarver Financial Group, LLC hold as of Q2 2026?
Wood Tarver Financial Group, LLC reported 165 positions worth $423.6K in its Q2 2026 13F filing. Largest positions: VTI (13.2%), CGSD (8.6%), CGCP (6.6%), CGDV (5.8%) and QUAL (3.8%).
What did Wood Tarver Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wood Tarver Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.