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The Analysis of Woodside Wealth Management LLC's Holdings & P&L

Currently, Woodside Wealth Management LLC holds 45 types of securities in its portfolio with a total value $143.5M. In the most recent quarter, they have increased their positions in VUG (+105.0K shares, valued at $9.0M), JPST (+11.7K shares, valued at $593.2K), VEA (+3.2K shares, valued at $227.8K); decreased their positions in GLW (-1.5K shares, valued at $389.5K), DFAC (-2.0K shares, valued at $89.9K), VOO (-129 shares, valued at $88.6K); initiated new positions in VEA (+3.2K shares, valued at $227.8K), DFAS (+2.4K shares, valued at $200.3K).

1M P&L

+266.3K+0.20%

3M P&L

+4.2M+3.26%

HY P&L

-37.0M-21.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A122.7M

89.9%

2Internet Content & Information11.7M

8.6%

3Software - Infrastructure621.1K

0.5%

Top Industries by Stock Count

1N/A34 stocks

82.9%

2Internet Content & Information2 stocks

4.9%

3Consumer Electronics1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS49.3K shares-0.26%2026-06-302026-07-24

SPSB SPDR SERIES TRUST508.5K shares0.63%2026-06-302026-07-24

VUG VANGUARD INDEX FDS126.3K shares494.63%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST218.4K shares-0.92%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T175.2K shares0.43%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F138.7K shares9.24%2026-06-302026-07-24

GOOG ALPHABET INC16.6K shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC16.4K shares0.00%2026-06-302026-07-24

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VANGUARD INDEX FDS VANGUARD INDEX FDS13.5K shares-0.44%2026-06-302026-07-24

USMV ISHARES TR40.7K shares-1.80%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST62.2K shares-0.24%2026-06-302026-07-24

IJR ISHARES TR22.7K shares1.48%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR100.7K shares1.24%2026-06-302026-07-24

VXUS VANGUARD STAR FDS33.9K shares3.19%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS35.6K shares2.07%2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR51.5K shares3.88%2026-06-302026-07-24

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DFAU DIMENSIONAL ETF TRUST43.9K shares10.43%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST48.2K shares5.08%2026-06-302026-07-24

ISHARES TR ISHARES TR1.9K shares0.47%2026-06-302026-07-24

VTV VANGUARD INDEX FDS6.2K shares0.00%2026-06-302026-07-24

IGSB ISHARES TR25.4K shares-4.26%2026-06-302026-07-24

IWD ISHARES TR4.5K shares0.00%2026-06-302026-07-24

IWM ISHARES TR2.5K shares0.00%2026-06-302026-07-24

VBR VANGUARD INDEX FDS3.0K shares0.00%2026-06-302026-07-24

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DFAE DIMENSIONAL ETF TRUST15.9K shares4.18%2026-06-302026-07-24

MSFT MICROSOFT CORP1.7K shares0.00%2026-06-302026-07-24

EFA ISHARES TR5.6K shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS6.9K shares0.00%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS4.6K shares0.44%2026-06-302026-07-24

MUB ISHARES TR3.6K shares60.05%2026-06-302026-07-24

AAPL APPLE INC1.3K shares0.00%2026-06-302026-07-24

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ISHARES TR ISHARES TR3.8K shares3.67%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-06-302026-07-24

GLW CORNING INC1.4K shares-53.04%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST4.3K shares0.00%2026-06-302026-07-24

DCOR DIMENSIONAL ETF TRUST3.6K shares0.00%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS4.0K shares-0.99%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2026-06-302026-07-24

BK BANK OF NY MELLON CORP1.9K shares-0.05%2026-06-302026-07-24

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SPLV INVESCO EXCH TRADED FD TR II3.5K shares-6.72%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR9.0K shares0.00%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS3.2K sharesnew addition2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP1.6K shares-4.58%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST2.4K sharesnew addition2026-06-302026-07-24

VOO

VANGUARD INDEX FDS

-0.26%

Shares49.3K

Event2026-06-30

Filed2026-07-24

SPSB

SPDR SERIES TRUST

0.63%

Shares508.5K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

494.63%

Shares126.3K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

-0.92%

Shares218.4K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

0.43%

Shares175.2K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

9.24%

Shares138.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.44%

Shares13.5K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-1.80%

Shares40.7K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

-0.24%

Shares62.2K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

1.48%

Shares22.7K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

1.24%

Shares100.7K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

3.19%

Shares33.9K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

2.07%

Shares35.6K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

3.88%

Shares51.5K

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL ETF TRUST

10.43%

Shares43.9K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

5.08%

Shares48.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.47%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

-4.26%

Shares25.4K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL ETF TRUST

4.18%

Shares15.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.44%

Shares4.6K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

60.05%

Shares3.6K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

3.67%

Shares3.8K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

-53.04%

Shares1.4K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

-0.99%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

-6.72%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.2K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-4.58%

Shares1.6K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available