Woodside Wealth Management LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 76 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 $25.4B, Spdr Portfolio Short Term Corp with a value of $14B, Vanguard Growth ETF with a value of $7.99B, Dimensional ETF Tr U S Core Eq with a value of $7.16B, and Invesco Exchange Traded Fd Tr with a value of $6.87B.

Examining the 13F form we can see an increase of $108B in the current position value.

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 $108 Billion
ETFs: $102 Billion
Communication Services: $5.14 Billion
Technology: $873 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 76 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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