Woodside Wealth Management
Woodside Wealth Management reported 43 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VOO (23.9%), SPSB (10.3%) and VUG (7.8%). Compared with Q2 2026, the fund opened new positions in DCOR, XOM and JNJ, added to VOO, SPSB and VUG, trimmed USMV, DFUV and IWM and sold out of AGG, BND and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $34.9M | 23.9% | 50K | +490 (+1%) | 7 of 7 | |
| 2 |  SPSB State Street | $15.1M | 10.3% | 510K | +1,707 (+0%) | 7 of 7 | |
| 3 |  VUG Vanguard Index Fds | $11.4M | 7.8% | 127K | +767 (+1%) | 7 of 7 | |
| 4 | DIMENSIONAL ETF TRUST | $9.7M | 6.7% | 218K | No change | 7 of 7 | |
| 5 |  PRF Invesco Exchange Traded FD T | $9.7M | 6.6% | 178K | +2,835 (+2%) | 7 of 7 | |
| 6 |  JPST J P Morgan Exchange Traded F | $7.3M | 5.0% | 146K | +6,898 (+5%) | 7 of 7 | |
| 7 |  GOOG Alphabet Inc | $5.7M | 3.9% | 17K | No change | 7 of 7 | |
| 8 |  GOOGL Alphabet Inc | $5.6M | 3.9% | 16K | No change | 7 of 7 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $5M | 3.5% | 13K | No change | 7 of 7 | |
| 10 |  USMV Ishares TR | $3.9M | 2.7% | 40K | −939 (−2%) | 7 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Woodside Wealth Management 13F FAQ
What does Woodside Wealth Management own?
Woodside Wealth Management reported 43 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VOO (23.9%), SPSB (10.3%) and VUG (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Woodside Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 19 added to, 4 trimmed and 5 sold out. New positions include DCOR, XOM and JNJ. It sold all of AGG, BND and XOM.
When will Woodside Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Woodside Wealth Management's portfolio worth?
The Q3 2026 filing reports $146M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.