Woodside Wealth Management LLC
Woodside Wealth Management LLC reported 45 positions worth $143.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VOO (23.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $33.9M | 23.59% | 49,298 | — | — | |
| ▸ 2 | SPSB | SH | $15.3M | 10.63% | 508,464 | — | — | |
| ▸ 3 | VUG | SH | $10.9M | 7.58% | 126,264 | — | — | |
| ▸ 4 | DFAC | SH | $9.7M | 6.75% | 218,412 | — | — | |
| ▸ 5 | PRF | SH | $9.5M | 6.59% | 175,165 | — | — | |
| ▸ 6 | JPST | SH | $7.0M | 4.89% | 138,685 | — | — | |
| ▸ 7 | GOOG | SH | $5.9M | 4.10% | 16,645 | — | — | |
| ▸ 8 | GOOGL | SH | $5.9M | 4.08% | 16,400 | — | — | |
| ▸ 9 | VTI | SH | $5.0M | 3.47% | 13,468 | — | — | |
| ▸ 10 | USMV | SH | $3.9M | 2.74% | 40,734 | — | — |
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Frequently Asked Questions
What stocks does Woodside Wealth Management LLC hold as of Q2 2026?
Woodside Wealth Management LLC reported 45 positions worth $143.5M in its Q2 2026 13F filing. Largest positions: VOO (23.6%), SPSB (10.6%), VUG (7.6%), DFAC (6.8%) and PRF (6.6%).
What did Woodside Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Woodside Wealth Management 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.