Woodside Wealth Management LLC Portfolio Holdings by Sector
Woodside Wealth Management LLC
- $116 Billion
 - Q2 2025
 
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options | 
|---|---|---|---|---|---|---|
| 
               
                      ETFs | ETFs
                         
                  VOO SPSB VUG DFAC PRF USMV JPST SCHD 70 stocks  | 
            
               
                  $105 Million
                  90.55% of portfolio              
                       
               | 
            
                   22   
             | 
            
                   8   
             | 
            
                   1   
             | 
            - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Internet Content & Information | Communication Services
                         
                  GOOG GOOGL 2 stocks  | 
            
               
                  $5.84 Million
                  5.04% of portfolio              
                       
               | 
            - | - | - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Closed-End Fund - Equity | ETFs
                         
                  VTI RWR 2 stocks  | 
            
               
                  $4.07 Million
                  3.51% of portfolio              
                       
               | 
            
                   1   
             | 
            - | - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Software—Infrastructure | Technology
                         
                  MSFT 1 stocks  | 
            
               
                  $828,188
                  0.71% of portfolio              
                       
               | 
            - | - | - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Consumer Electronics | Technology
                         
                  AAPL 1 stocks  | 
            
               
                  $228,764
                  0.2% of portfolio              
                       
               | 
            - | - | - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               |