The Analysis of Woodside Wealth Management LLC's Holdings

Currently, Woodside Wealth Management LLC holds 80 types of securities in its portfolio with a total value $126.9M. In the most recent quarter, they have increased their positions in VOO (+960 shares, valued at $587.9K), IBM (+1.6K shares, valued at $464.7K), SPSB (+6.1K shares, valued at $185.9K); decreased their positions in SPLV (-1.5K shares, valued at $108.8K), SPYM (-244 shares, valued at $19.1K), DFAU (-388 shares, valued at $17.8K); initiated new positions in IBM (+1.6K shares, valued at $464.7K), FHLC (+1.5K shares, valued at $98.6K), FTEC (+366 shares, valued at $81.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS51.0K shares1.92%2025-09-302025-11-10

SPSB SPDR SER TR471.0K shares1.32%2025-09-302025-11-10

VUG VANGUARD INDEX FDS22.0K shares1.10%2025-09-302025-11-10

DFAC DIMENSIONAL ETF TRUST219.9K shares1.38%2025-09-302025-11-10

PRF INVESCO EXCHANGE TRADED FD T170.0K shares0.73%2025-09-302025-11-10

VTI VANGUARD INDEX FDS13.3K shares0.17%2025-09-302025-11-10

USMV ISHARES TR45.2K shares-0.20%2025-09-302025-11-10

GOOG ALPHABET INC16.6K shares0.00%2025-09-302025-11-10

Sponsored

GOOGL ALPHABET INC16.4K shares0.00%2025-09-302025-11-10

JPST J P MORGAN EXCHANGE TRADED F75.9K shares1.48%2025-09-302025-11-10

SCHD SCHWAB STRATEGIC TR108.8K shares-0.15%2025-09-302025-11-10

DFUV DIMENSIONAL ETF TRUST63.0K shares-0.10%2025-09-302025-11-10

IJR ISHARES TR23.2K shares0.35%2025-09-302025-11-10

VXUS VANGUARD STAR FDS36.9K shares4.91%2025-09-302025-11-10

BSV VANGUARD BD INDEX FDS30.0K shares2.58%2025-09-302025-11-10

FBND FIDELITY MERRIMACK STR TR42.0K shares3.12%2025-09-302025-11-10

Sponsored

DFAU DIMENSIONAL ETF TRUST39.0K shares-0.98%2025-09-302025-11-10

VTV VANGUARD INDEX FDS8.0K shares1.24%2025-09-302025-11-10

IGSB ISHARES TR25.0K shares0.29%2025-09-302025-11-10

IVV ISHARES TR1.8K shares0.00%2025-09-302025-11-10

DFAI DIMENSIONAL ETF TRUST30.9K shares16.00%2025-09-302025-11-10

IWD ISHARES TR4.7K shares0.00%2025-09-302025-11-10

MSFT MICROSOFT CORP1.7K shares0.00%2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS8.3K shares0.00%2025-09-302025-11-10

Sponsored

IWM ISHARES TR2.6K shares0.00%2025-09-302025-11-10

VBR VANGUARD INDEX FDS3.0K shares0.33%2025-09-302025-11-10

AGG ISHARES TR6.2K shares1.69%2025-09-302025-11-10

VNQ VANGUARD INDEX FDS6.7K shares6.34%2025-09-302025-11-10

SPLV INVESCO EXCH TRADED FD TR II7.5K shares-16.54%2025-09-302025-11-10

EFA ISHARES TR5.6K shares0.00%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS1.6K sharesnew addition2025-09-302025-11-10

SPYM SPDR SER TR4.4K shares-5.22%2025-09-302025-11-10

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS4.0K shares0.00%2025-09-302025-11-10

AAPL APPLE INC1.1K shares0.00%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2025-09-302025-11-10

DCOR DIMENSIONAL ETF TRUST3.6K shares19.74%2025-09-302025-11-10

DFAT DIMENSIONAL ETF TRUST4.3K shares0.00%2025-09-302025-11-10

DFAE DIMENSIONAL ETF TRUST7.9K shares31.75%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR8.7K shares0.00%2025-09-302025-11-10

Sponsored

MUB ISHARES TR1.7K shares52.26%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS2.9K shares0.00%2025-09-302025-11-10

DFAS DIMENSIONAL ETF TRUST2.4K shares0.00%2025-09-302025-11-10

SPBO SPDR SER TR5.5K shares0.00%2025-09-302025-11-10

IJH ISHARES TR2.1K shares0.00%2025-09-302025-11-10

VGSH VANGUARD SCOTTSDALE FDS2.3K shares0.00%2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS2.5K shares0.00%2025-09-302025-11-10

VB VANGUARD INDEX FDS497 shares0.00%2025-09-302025-11-10

Sponsored

FNDF SCHWAB STRATEGIC TR2.8K shares0.00%2025-09-302025-11-10

SPAB SPDR SER TR4.1K shares-4.56%2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR3.6K shares100.78%2025-09-302025-11-10

VGIT VANGUARD SCOTTSDALE FDS1.7K shares0.00%2025-09-302025-11-10

FHLC FIDELITY COVINGTON TRUST1.5K sharesnew addition2025-09-302025-11-10

SPHY SPDR SER TR4.0K shares0.00%2025-09-302025-11-10

VGT VANGUARD WORLD FD109 shares-4.39%2025-09-302025-11-10

FTEC FIDELITY COVINGTON TRUST366 sharesnew addition2025-09-302025-11-10

Sponsored

IWR ISHARES TR560 shares0.00%2025-09-302025-11-10

ISTB ISHARES TR1.0K shares5.86%2025-09-302025-11-10

EFG ISHARES TR404 shares0.00%2025-09-302025-11-10

IWB ISHARES TR99 shares0.00%2025-09-302025-11-10

IBB ISHARES TR240 shares0.00%2025-09-302025-11-10

VHT VANGUARD WORLD FD132 shares0.00%2025-09-302025-11-10

VXF VANGUARD INDEX FDS163 shares0.00%2025-09-302025-11-10

VSS VANGUARD INTL EQUITY INDEX F221 shares0.00%2025-09-302025-11-10

Sponsored

SPDW SPDR INDEX SHS FDS711 shares0.00%2025-09-302025-11-10

FNDX SCHWAB STRATEGIC TR1.0K shares0.00%2025-09-302025-11-10

IWC ISHARES TR158 shares0.00%2025-09-302025-11-10

RWR SPDR SER TR213 shares0.00%2025-09-302025-11-10

IAU ISHARES GOLD TR276 shares0.00%2025-09-302025-11-10

SDY SPDR SER TR140 shares0.00%2025-09-302025-11-10

SPTM SPDR SER TR242 shares0.41%2025-09-302025-11-10

IEMG ISHARES INC275 shares0.00%2025-09-302025-11-10

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F335 shares0.00%2025-09-302025-11-10

SCHJ SCHWAB STRATEGIC TR510 shares0.00%2025-09-302025-11-10

TIP ISHARES TR90 shares0.00%2025-09-302025-11-10

IUSB ISHARES TR203 shares24.54%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR268 shares0.00%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS167 shares0.00%2025-09-302025-11-10

SPSM SPDR SER TR153 shares2.68%2025-09-302025-11-10

SPMD SPDR SER TR66 shares0.00%2025-09-302025-11-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available