Woodside Wealth Management LLC Purchases in Q3 2025

Woodside Wealth Management LLC

  • $127 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
960
+ 1.92%
$567.77 - $614.76 $545K - $590K
51K $31.3B
VUG
Vanguard Growth ETF

ETFs
240
+ 1.1%
$433.97 - $484.08 $104K - $116K
22K $10.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3K
+ 1.38%
$36.04 - $38.78 $108K - $116K
220K $8.48B
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 0.73%
$42.04 - $45.23 $51.5K - $55.4K
170K $7.69B
IBM
International Business Machines Corp

Technology
1.65K
New
$234.77 - $292.47 $387K - $482K
1.65K $465M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.17%
$303.93 - $329.86 $6.69K - $7.26K
13.3K $4.38B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.73K
+ 4.91%
$68.24 - $73.73 $118K - $127K
36.9K $2.71B
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.14K
+ 1.32%
$30.02 - $30.29 $184K - $186K
471K $14.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
82
+ 0.35%
$108.46 - $120.63 $8.89K - $9.89K
23.2K $2.76B
DFAI
Dimensional ETF Tr

ETFs
4.26K
+ 16.0%
$34.05 - $36.55 $145K - $156K
30.9K $1.12B
VTV
Vanguard Value ETF

ETFs
98
+ 1.24%
$175.51 - $186.57 $17.2K - $18.3K
7.99K $1.49B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
366
New
$195.29 - $223.85 $71.5K - $81.9K
366 $81.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.27K
+ 3.12%
$45.26 - $46.63 $57.5K - $59.2K
42K $1.94B
DFAE
Dimensional ETF Tr

ETFs
1.91K
+ 31.75%
$28.84 - $31.84 $55.1K - $60.8K
7.93K $250M
MUB
Ishares National Muni Bond ETF

ETFs
600
+ 52.26%
$103.24 - $106.68 $61.9K - $64K
1.75K $186M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
753
+ 2.58%
$78.11 - $79.07 $58.8K - $59.5K
30K $2.36B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.11K
+ 1.48%
$50.47 - $50.74 $56K - $56.3K
75.9K $3.85B
Dimensional ETF Trust
600
+ 19.74%
N/A
3.64K $262M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.8K
+ 100.78%
$25.29 - $28.33 $45.5K - $51K
3.59K $100M
VNQ
Vanguard Specialized Funds Van

ETFs
397
+ 6.34%
$88.47 - $93.24 $35.1K - $37K
6.66K $608M
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.33%
$195.41 - $212.37 $1.95K - $2.12K
3.01K $628M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
104
+ 1.69%
$97.75 - $100.75 $10.2K - $10.5K
6.24K $626M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
72
+ 0.29%
$52.39 - $53.11 $3.77K - $3.82K
25K $1.33B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
56
+ 5.86%
$48.31 - $48.93 $2.71K - $2.74K
1.01K $49.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
40
+ 24.54%
$45.6 - $46.92 $1.82K - $1.88K
203 $9.48M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.41%
$74.93 - $80.73 $74.9 - $80.7
242 $19.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4
+ 2.68%
$42.26 - $47.16 $169 - $189
153 $7.09M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Woodside Wealth Management LLC Portfolio

Follow Woodside Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Woodside Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Woodside Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email