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

Currently, Woodside Wealth Management LLC holds 44 types of securities in its portfolio with a total value $128.0M. In the most recent quarter, they have increased their positions in JPST (+40.9K shares, valued at $2.1M), SPSB (+25.5K shares, valued at $766.3K), BSV (+4.8K shares, valued at $380.2K); decreased their positions in N/A (-2.4K shares, valued at $1.4M), VUG (-1.1K shares, valued at $462.6K), VXUS (-5.6K shares, valued at $431.6K); initiated new positions in XOM (+1.7K shares, valued at $281.5K).

1M P&L

+2.2M+2.60%

3M P&L

-46.4M-34.91%

HY P&L

-44.4M-33.89%

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/A78.0M

97.0%

2Software - Infrastructure616.3K

0.8%

3Information Technology Services394.4K

0.5%

Top Industries by Stock Count

1N/A32 stocks

82.1%

2Consumer Electronics1 stocks

2.6%

3Banks - Diversified1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS49.4K shares-4.55%2026-03-312026-04-13

SPSB SPDR SERIES TRUST505.3K shares5.31%2026-03-312026-04-13

VUG VANGUARD INDEX FDS21.2K shares-4.75%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST220.4K shares0.19%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T174.4K shares2.77%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F127.0K shares47.48%2026-03-312026-04-13

ALPHABET INC ALPHABET INC16.6K shares0.00%2026-03-312026-04-13

ALPHABET INC ALPHABET INC16.4K shares0.00%2026-03-312026-04-13

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VTI VANGUARD INDEX FDS13.5K shares1.36%2026-03-312026-04-13

USMV ISHARES TR41.5K shares-7.80%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR99.5K shares-8.79%2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST62.3K shares-0.64%2026-03-312026-04-13

IJR ISHARES TR22.4K shares-4.07%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS34.9K shares16.13%2026-03-312026-04-13

VXUS VANGUARD STAR FDS32.8K shares-14.57%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR49.5K shares10.36%2026-03-312026-04-13

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DFAU DIMENSIONAL ETF TRUST39.7K shares-6.14%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST45.8K shares26.62%2026-03-312026-04-13

IGSB ISHARES TR26.5K shares4.16%2026-03-312026-04-13

IVV ISHARES TR1.9K shares3.20%2026-03-312026-04-13

VTV VANGUARD INDEX FDS6.2K shares-22.28%2026-03-312026-04-13

IWD ISHARES TR4.5K shares-2.79%2026-03-312026-04-13

VBR VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-04-13

MSFT MICROSOFT CORP1.7K shares0.00%2026-03-312026-04-13

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IWM ISHARES TR2.5K shares-6.42%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS6.9K shares-17.24%2026-03-312026-04-13

EFA ISHARES TR5.6K shares0.00%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST15.3K shares63.58%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS4.5K shares-26.42%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2026-03-312026-04-13

GLW CORNING INC2.9K shares-17.86%2026-03-312026-04-13

AGG ISHARES TR3.7K shares-41.72%2026-03-312026-04-13

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AAPL APPLE INC1.3K shares-7.82%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS4.1K shares2.68%2026-03-312026-04-13

XOM EXXON MOBIL CORP1.7K sharesnew addition2026-03-312026-04-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.7K shares-50.21%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST4.3K shares0.00%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F4.9K shares0.10%2026-03-312026-04-13

DCOR DIMENSIONAL ETF TRUST3.6K shares0.00%2026-03-312026-04-13

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MUB ISHARES TR2.2K shares0.00%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP1.9K shares0.00%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR9.0K shares2.27%2026-03-312026-04-13

CMCSA COMCAST CORP NEW7.2K shares0.00%2026-03-312026-04-13

VANGUARD INDEX FDS

-4.55%

Shares49.4K

Event2026-03-31

Filed2026-04-13

SPSB

SPDR SERIES TRUST

5.31%

Shares505.3K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

-4.75%

Shares21.2K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

0.19%

Shares220.4K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

2.77%

Shares174.4K

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

47.48%

Shares127.0K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

1.36%

Shares13.5K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

-7.80%

Shares41.5K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

-8.79%

Shares99.5K

Event2026-03-31

Filed2026-04-13

DFUV

DIMENSIONAL ETF TRUST

-0.64%

Shares62.3K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-4.07%

Shares22.4K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

16.13%

Shares34.9K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

-14.57%

Shares32.8K

Event2026-03-31

Filed2026-04-13

FBND

FIDELITY MERRIMACK STR TR

10.36%

Shares49.5K

Event2026-03-31

Filed2026-04-13

DFAU

DIMENSIONAL ETF TRUST

-6.14%

Shares39.7K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

26.62%

Shares45.8K

Event2026-03-31

Filed2026-04-13

IGSB

ISHARES TR

4.16%

Shares26.5K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

3.20%

Shares1.9K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-22.28%

Shares6.2K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

-2.79%

Shares4.5K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

-6.42%

Shares2.5K

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SCOTTSDALE FDS

-17.24%

Shares6.9K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

63.58%

Shares15.3K

Event2026-03-31

Filed2026-04-13

VNQ

VANGUARD INDEX FDS

-26.42%

Shares4.5K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-13

GLW

CORNING INC

-17.86%

Shares2.9K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

-41.72%

Shares3.7K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-7.82%

Shares1.3K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

2.68%

Shares4.1K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-13

INVESCO EXCH TRADED FD TR II

-50.21%

Shares3.7K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

0.10%

Shares4.9K

Event2026-03-31

Filed2026-04-13

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-13

BANK NEW YORK MELLON CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

2.27%

Shares9.0K

Event2026-03-31

Filed2026-04-13

CMCSA

COMCAST CORP NEW

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available