Woodside Wealth Management LLC Portfolio Holdings

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.