Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. reported 66 positions worth $299.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (14.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $44.4M | 14.85% | 59,306 | — | — | |
| ▸ 2 | DFSD | SH | $41.0M | 13.69% | 857,876 | — | — | |
| ▸ 3 | DUHP | SH | $35.8M | 11.97% | 858,310 | — | — | |
| ▸ 4 | DFIC | SH | $28.7M | 9.58% | 769,245 | — | — | |
| ▸ 5 | DFEM | SH | $22.9M | 7.66% | 563,555 | — | — | |
| ▸ 6 | VTIP | SH | $21.7M | 7.26% | 432,340 | — | — | |
| ▸ 7 | DFSV | SH | $13.5M | 4.52% | 348,538 | — | — | |
| ▸ 8 | VTV | SH | $12.6M | 4.22% | 57,923 | — | — | |
| ▸ 9 | DFUV | SH | $8.4M | 2.81% | 152,581 | — | — | |
| ▸ 10 | IWB | SH | $6.5M | 2.16% | 15,755 | — | — |
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Frequently Asked Questions
What stocks does Woodward Financial Advisors, Inc. hold as of Q2 2026?
Woodward Financial Advisors, Inc. reported 66 positions worth $299.1M in its Q2 2026 13F filing. Largest positions: IVV (14.8%), DFSD (13.7%), DUHP (12.0%), DFIC (9.6%) and DFEM (7.7%).
What did Woodward Financial Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Woodward Financial Advisors, Inc. 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.