Woodside Wealth Management LLC Portfolio Holdings

Woodside Wealth Management LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 83 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 $32.5B, Spdr Portfolio Short Term Corp with a value of $14.5B, Vanguard Growth ETF with a value of $10.9B, Dimensional ETF Tr U S Core Eq with a value of $8.71B, and Invesco Exchange Traded Fd Tr with a value of $7.96B.

Examining the 13F form we can see an increase of $7.13B in the current position value, from $127B to 134B.

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.