Woodside Wealth Management LLC Portfolio Holdings

Woodside Wealth Management LLC

  • $127 Billion
  • Q3 2025

Woodside Wealth Management LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 80 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 $31.3B, Spdr Portfolio Short Term Corp with a value of $14.3B, Vanguard Growth ETF with a value of $10.5B, Dimensional ETF Tr U S Core Eq with a value of $8.48B, and Invesco Exchange Traded Fd Tr with a value of $7.69B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $116B to 127B.

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 $127 Billion
ETFs: $117 Billion
Communication Services: $8.04 Billion
Technology: $1.61 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $127 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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