Woodside Wealth Management LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28.4B, Spdr Portfolio Short Term Corp with a value of $14B, Vanguard Growth ETF with a value of $9.53B, Dimensional ETF Tr U S Core Eq with a value of $7.77B, and Invesco Exchange Traded Fd Tr with a value of $7.13B.

Examining the 13F form we can see an increase of $8.33B in the current position value, from $108B to 116B.

Woodside Wealth Management LLC is based out at Framingham, MA

Below you can find more details about Woodside Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $109 Billion
Communication Services: $5.84 Billion
Technology: $1.06 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $116 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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