StockDriftsStockDriftsTop 50 Woodward Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.85% | 59.3K | $44.4M | new | $691.91(+12.94%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 13.69% | 857.9K | $41.0M | new | $47.74(-0.46%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 11.97% | 858.3K | $35.8M | new | $38.78(+10.57%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.58% | 769.2K | $28.7M | new | $35.88(+9.46%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 7.66% | 563.6K | $22.9M | new | $37.03(+7.72%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 7.26% | 432.3K | $21.7M | new | $50.08(-0.75%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.52% | 348.5K | $13.5M | new | $36.58(+11.28%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.22% | 57.9K | $12.6M | new | $205.48(+10.50%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.81% | 152.6K | $8.4M | new | $51.26(+12.29%) | 2026-06-30 | |
| IWB | ISHARES TR | 2.16% | 15.8K | $6.5M | new | $378.09(+12.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Woodward Financial Advisors INC reports $299.14M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.8%), DFSD (13.7%) and DUHP (12.0%). The top 20 holdings account for 91.12% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Woodward Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2136600). View Woodward Financial Advisors INC’s 13F filings on SEC