Institutions / Woodside Wealth Management LLC

Woodside Wealth Management LLC

CIK 2064883 · Institution · as of Dec 31, 2025

Portfolio value

$133.99M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 83 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$32.48M	51,784	24.2%
SPDR Ser Tr	—	$14.49M	479,805	10.8%
Vanguard Index Fds	—	$10.88M	22,293	8.1%
Dimensional ETF Trust	—	$8.71M	220,019	6.5%
Invesco Exchange Traded Fd T	—	$7.96M	169,705	5.9%
Alphabet Inc.	—	$5.22M	16,645	3.9%
Alphabet Inc.	—	$5.13M	16,400	3.8%
Vanguard Index Fds	—	$4.47M	13,347	3.3%
J P Morgan Exchange Traded F	—	$4.36M	86,085	3.3%
iShares MSCI UAE ETF	—	$4.24M	44,988	3.2%
Schwab Strategic Tr	—	$2.99M	109,081	2.2%
Dimensional ETF Trust	—	$2.92M	62,725	2.2%
Vanguard Star Fds	—	$2.90M	38,410	2.2%
iShares Tr	—	$2.81M	23,361	2.1%
Vanguard Bd Index Fds	—	$2.37M	30,068	1.8%
Fidelity Merrimack Str Tr	—	$2.07M	44,894	1.5%
Dimensional ETF Trust	—	$1.98M	42,351	1.5%
Vanguard Index Fds	—	$1.52M	7,981	1.1%
Dimensional ETF Trust	—	$1.38M	36,190	1.0%
iShares Tr	—	$1.34M	25,433	1.0%
iShares Tr	—	$1.28M	1,875	1.0%
iShares Tr	—	$981.2K	4,665	0.7%
Microsoft Corp	—	$805.2K	1,665	0.6%
Vanguard Scottsdale Fds	—	$663.7K	8,324	0.5%
iShares Tr	—	$652.3K	2,650	0.5%

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.