Woodside Wealth Management LLC

Est. AUM

$128.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$29.5M	49427	23.07%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$15.2M	505290	11.87%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$9.3M	21234	7.24%	SOLE
4	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.6M	220439	6.69%	SOLE
5	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$8.3M	174410	6.48%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.4M	126955	5.02%	SOLE
7	ALPHABET INC	CAP STK CL C	$4.8M	16645	3.73%	SOLE
8	ALPHABET INC	CAP STK CL A	$4.7M	16400	3.68%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$4.3M	13528	3.39%	SOLE
10	ISHARES TR	MSCI USA MIN VOL	$3.8M	41479	3.00%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.1M	99496	2.38%	SOLE
12	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.0M	62321	2.36%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$2.8M	22410	2.18%	SOLE
14	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.7M	34917	2.14%	SOLE
15	VANGUARD STAR FDS	VG TL INTL STK F	$2.5M	32813	1.98%	SOLE
16	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.3M	49544	1.77%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.8M	39749	1.40%	SOLE
18	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.8M	45824	1.39%	SOLE
19	ISHARES TR	ISHS 1-5YR INVS	$1.4M	26492	1.09%	SOLE
20	ISHARES TR	CORE S&P500 ETF	$1.3M	1935	0.99%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$1.2M	6203	0.95%	SOLE
22	ISHARES TR	RUS 1000 VAL ETF	$968K	4535	0.76%	SOLE
23	VANGUARD INDEX FDS	SM CP VAL ETF	$653K	3009	0.51%	SOLE
24	MICROSOFT CORP	COM	$616K	1665	0.48%	SOLE
25	ISHARES TR	RUSSELL 2000 ETF	$615K	2480	0.48%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$546K	6889	0.43%	SOLE
27	ISHARES TR	MSCI EAFE ETF	$540K	5560	0.42%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$517K	15280	0.40%	SOLE
29	VANGUARD INDEX FDS	REAL ESTATE ETF	$403K	4546	0.31%	SOLE
30	INTERNATIONAL BUSINESS MACHS	COM	$394K	1627	0.31%	SOLE
31	CORNING INC	COM	$390K	2875	0.30%	SOLE
32	ISHARES TR	CORE US AGGBD ET	$364K	3676	0.28%	SOLE
33	APPLE INC	COM	$335K	1321	0.26%	SOLE
34	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$318K	1481	0.25%	SOLE
35	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$298K	4060	0.23%	SOLE
36	EXXON MOBIL CORP	COM	$281K	1659	0.22%	SOLE
37	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$271K	3718	0.21%	SOLE
38	DIMENSIONAL ETF TRUST	US TARGETED VLU	$269K	4320	0.21%	SOLE
39	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$266K	4936	0.21%	SOLE
40	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$262K	3639	0.20%	SOLE
41	ISHARES TR	NATIONAL MUN ETF	$238K	2248	0.19%	SOLE
42	BANK NEW YORK MELLON CORP	COM	$223K	1887	0.17%	SOLE
43	SCHWAB STRATEGIC TR	INTL EQTY ETF	$222K	9010	0.17%	SOLE
44	COMCAST CORP NEW	CL A	$206K	7191	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.