Institutions / Wood Tarver Financial Group, LLC

Wood Tarver Financial Group, LLC

CIK 2059344 · Institution · as of Dec 31, 2025
Portfolio value
$356.1K
Positions
151
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 151 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds—$54.3K161,98415.3%
Capital Grp Fixed Incm ETF T—$35.8K1,376,24410.1%
Capital Grp Fixed Incm ETF T—$25.2K1,113,5097.1%
Capital Group Dividend Value—$21.0K480,1545.9%
iShares MSCI UAE ETF—$13.7K68,7523.8%
First Trust Exchange-Traded Fund VIII—$11.5K259,8983.2%
Dimensional ETF Trust—$9.5K135,9092.7%
Pacer Fds Tr—$9.2K152,2622.6%
Invesco Exchange Traded Fd T—$8.7K76,4742.4%
iShares Tr—$8.0K100,2672.2%
First Trust Exchange-Traded Fund VIII—$6.6K157,4751.8%
Vanguard Tax-Managed Fds—$6.5K103,6201.8%
First Trust Exchange-Traded Fund VIII—$5.7K137,7841.6%
First Trust Exchange-Traded Fund VIII—$5.7K138,1971.6%
First Trust Exchange-Traded Fund VIII—$4.9K127,7211.4%
First Trust Exchange-Traded Fund VIII—$4.5K100,7181.3%
Lam Research Corp—$4.4K25,6611.2%
Vanguard Scottsdale Fds—$4.2K52,1511.2%
iShares Inc—$4.1K55,8391.1%
Invesco Exchange Traded Fd T—$3.9K20,1081.1%
SPDR S&P 500 ETF Tr—$3.8K5,5521.1%
Apple Inc.—$3.4K12,6571.0%
Capital Group Growth ETF—$3.4K77,0391.0%
Microsoft Corp—$2.9K6,0390.8%
First Trust Exchange-Traded Fund VIII—$2.8K59,1460.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.