WoodTrust Financial
WoodTrust Financial reported 180 stocks worth $825K in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are EFA (12.1%), VWO (4.0%) and BRK.B (3.8%). Compared with Q2 2026, the fund opened new positions in XOM and EW, added to VWO, VOO and DE, trimmed EFA, BRK.B and MSFT and sold out of HONA, XOM and WSO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EFA Ishares TR | $100K | 12.1% | 959K | −1,785 (−0%) | 8 of 8 | |
| 2 |  VWO Vanguard Intl Equity Index F | $33K | 4.0% | 558K | +1,733 (+0%) | 7 of 8 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $31K | 3.8% | 63K | −84 (−0%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $31K | 3.7% | 60K | −841 (−1%) | 8 of 8 | |
| 5 |  AMAT Applied Matls Inc | $29K | 3.6% | 57K | −2,770 (−5%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $28K | 3.3% | 83K | −1,558 (−2%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $27K | 3.3% | 82K | −1,888 (−2%) | 8 of 8 | |
| 8 |  VOE Vanguard Index Fds | $27K | 3.3% | 139K | −7,424 (−5%) | 7 of 8 | |
| 9 |  IWN Ishares TR | $27K | 3.2% | 127K | −4,881 (−4%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $27K | 3.2% | 106K | −724 (−1%) | 8 of 8 |
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| Stock | Value last quarter | Shares sold |
|---|---|---|
 HONA Honeywell Aerospace Inc Com | $3K | 14K |
 XOM Exxon Mobil Corp | $1K | 8,165 |
 WSO Watsco Inc | $761 | 1,825 |
 MDLN Medline Inc | $572 | 15K |
 INTU Intuit | $495 | 1,895 |
🔒 Free account: see all 11.
Reported value
last 8 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 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WoodTrust Financial 13F FAQ
What does WoodTrust Financial own?
WoodTrust Financial reported 180 stocks worth $825K in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are EFA (12.1%), VWO (4.0%) and BRK.B (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did WoodTrust Financial buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 44 added to, 62 trimmed and 11 sold out. New positions include XOM and EW. It sold all of HONA, XOM and WSO.
When will WoodTrust Financial 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 WoodTrust Financial's portfolio worth?
The Q3 2026 filing reports $825K 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.