StockDriftsStockDriftsTop 45 Woodside Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.59% | 49.3K | $33.9M | -0.26%(-129) | $529.04(+34.40%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 10.63% | 508.5K | $15.3M | +0.63%(+3.17K) | $29.99(-0.29%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.58% | 126.3K | $10.9M | -0.89%(-1.14K) | $65.47(+36.04%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.75% | 218.4K | $9.7M | -0.92%(-2.03K) | $33.85(+35.86%) | 2026-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 6.59% | 175.2K | $9.5M | +0.43%(+755) | $40.63(+38.15%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.89% | 138.7K | $7.0M | +9.24%(+11.73K) | $50.56(-0.19%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.1% | 16.6K | $5.9M | +0.00%(+0) | $173.33(+102.20%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.08% | 16.4K | $5.9M | +0.00%(+0) | $171.97(+104.38%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.47% | 13.5K | $5.0M | -0.44%(-60) | $283.13(+34.93%) | 2026-06-30 | |
| USMV | ISHARES TR | 2.74% | 40.7K | $3.9M | -1.80%(-745) | $91.23(+10.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.65% |
Woodside Wealth Management LLC reports $143.52M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.6%), SPSB (10.6%) and VUG (7.6%). The top 20 holdings account for 91.87% of reported assets. Its disclosed equity book has returned +28.85% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Woodside Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064883). View Woodside Wealth Management LLC’s 13F filings on SEC