WoodTrust Financial Corp
CIK 0001725247 · WISCONSIN RAPIDS, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$841.9K
2026 Q2
Positions
179
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
EFA
ISHARES TR MSCI EAFE ETF
11.9%
AMAT
APPLIED MATLS INC COM
5.2%
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
3.9%
BRK-B
BERKSHIRE HATHAWAY INC DEL CL B NEW
3.7%
IWN
ISHARES TR RUS 2000 VAL ETF
3.5%
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
3.4%
IWO
ISHARES TR RUS 2000 GRW ETF
3.4%
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.