Woodside Wealth Management LLC holds a focused book of 45 stocks worth $143.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ftse Developed ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 24% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+20.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2064883/holdings"
Use Arkolith to show Woodside Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Woodside Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Woodside Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 45 | $325.3B |
| JPMORGAN CHASE & CO | 80 / 45 | $265.2B |
| WELLS FARGO & COMPANY/MN | 80 / 45 | $121.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 45 | $109.2B |
| ROYAL BANK OF CANADA | 80 / 45 | $91.2B |
| UBS Group AG | 80 / 45 | $85.4B |
| Creative Planning | 80 / 45 | $80.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 45 | $79.4B |
Ranked by how many of Woodside Wealth Management LLC's top 45 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $33.9M | 49.3K | 23.6% | ▼−0.3% Reduced · −129 sh | |
| 2 | SPDR Series Trust ST SHOR CORP ETF | $15.3M | 508.5K | 10.6% | ▲+0.6% Added · +3K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $10.9M | 126.3K | 7.6% | ▲+495% Added · +105K sh | |
| 4 | Dimensional ETF Trust US COR EQU 2 ETF | $9.7M | 218.4K | 6.8% | ▼−0.9% Reduced · −2K sh | |
| 5 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $9.5M | 175.2K | 6.6% | ▲+0.4% Added · +755 sh | |
| 6 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $7.0M | 138.7K | 4.9% | ▲+9.2% Added · +12K sh | |
| 7 | Alphabet Inc CAP STK CL C | $5.9M | 16.6K | 4.1% | —Held | |
| 8 | Alphabet Inc CAP STK CL A | $5.9M | 16.4K | 4.1% | —Held | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $5.0M | 13.5K | 3.5% | ▼−0.4% Reduced · −60 sh | |
| 10 | Ishares TR MSCI USA MIN ETF | $3.9M | 40.7K | 2.7% | ▼−1.8% Reduced · −745 sh | |
| 11 | Dimensional ETF Trust US MKTWIDE VALUE | $3.4M | 62.2K | 2.4% | ▼−0.2% Reduced · −150 sh | |
| 12 | Ishares TR CORE S&P SCP ETF | $3.4M | 22.7K | 2.3% | ▲+1.5% Added · +331 sh | |
| 13 | Schwab Strategic TR US DIVIDEND EQ | $3.2M | 100.7K | 2.2% | ▲+1.2% Added · +1K sh | |
| 14 | Vanguard Star FDS VG TL INTL STK F | $2.9M | 33.9K | 2.0% | ▲+3.2% Added · +1K sh | |
| 15 | Vanguard BD Index FDS SHORT TRM BOND | $2.8M | 35.6K | 1.9% | ▲+2.1% Added · +722 sh | |
| 16 | Fidelity Merrimack STR TR TOTAL BD ETF | $2.3M | 51.5K | 1.6% | ▲+3.9% Added · +2K sh | |
| 17 | Dimensional ETF Trust US CORE EQT MKT | $2.3M | 43.9K | 1.6% | ▲+10% Added · +4K sh | |
| 18 | Dimensional ETF Trust INTL CORE EQT MK | $2.0M | 48.2K | 1.4% | ▲+5.1% Added · +2K sh | |
| 19 | Ishares TR CORE S&P500 ETF | $1.5M | 1.9K | 1.0% | ▲+0.5% Added · +9 sh | |
| 20 | Vanguard Index FDS VALUE ETF | $1.4M | 6.2K | 0.9% | —Held | |
| 21 | Ishares TR ISHS 1-5YR INVS | $1.3M | 25.4K | 0.9% | ▼−4.3% Reduced · −1K sh | |
| 22 | Ishares TR RUS 1000 VAL ETF | $1.1M | 4.5K | 0.8% | —Held | |
| 23 | Ishares TR RUSSELL 2000 ETF | $745K | 2.5K | 0.5% | —Held | |
| 24 | Vanguard Index FDS SM CP VAL ETF | $731K | 3.0K | 0.5% | —Held | |
| 25 | Dimensional ETF Trust EMGR CRE EQT MNG | $640K | 15.9K | 0.4% | ▲+4.2% Added · +639 sh | |
| 26 | Microsoft Corp COM | $621K | 1.7K | 0.4% | —Held | |
| 27 | Ishares TR MSCI EAFE ETF | $578K | 5.6K | 0.4% | —Held | |
| 28 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $544K | 6.9K | 0.4% | —Held | |
| 29 | International Business Machs COM | $458K | 1.6K | 0.3% | —Held | |
| 30 | Vanguard Index FDS REAL ESTATE ETF | $440K | 4.6K | 0.3% | ▲+0.4% Added · +20 sh | |
| 31 | Ishares TR NATIONAL MUN ETF | $387K | 3.6K | 0.3% | ▲+60% Added · +1K sh | |
| 32 | Apple Inc COM | $382K | 1.3K | 0.3% | —Held | |
| 33 | Ishares TR CORE US AGGBD ET | $377K | 3.8K | 0.3% | ▲+3.7% Added · +135 sh | |
| 34 | Vanguard Specialized Funds DIV APP ETF | $350K | 1.5K | 0.2% | —Held | |
| 35 | Corning Inc COM | $345K | 1.4K | 0.2% | ▼−53% Reduced · −2K sh | |
| 36 | Dimensional ETF Trust US TARGETED VLU | $302K | 4.3K | 0.2% | —Held | |
| 37 | Dimensional ETF Trust US COR EQU 1 ETF | $298K | 3.6K | 0.2% | —Held | |
| 38 | Vanguard BD Index FDS TOTAL BND MRKT | $295K | 4.0K | 0.2% | ▼−1.0% Reduced · −40 sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $295K | 4.9K | 0.2% | —Held | |
| 40 | Bank Of NY Mellon Corp COM | $273K | 1.9K | 0.2% | ▼−0.1% Reduced · −1 sh | |
| 41 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $260K | 3.5K | 0.2% | ▼−6.7% Reduced · −250 sh | |
| 42 | Schwab Strategic TR INTL EQTY ETF | $250K | 9.0K | 0.2% | —Held | |
| 43 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $228K | 3.2K | 0.2% | ▲New New position | |
| 44 | Exxon Mobil Corp COM | $216K | 1.6K | 0.2% | ▼−4.6% Reduced · −76 sh | |
| 45 | Dimensional ETF Trust US SMALL CAP ETF | $200K | 2.4K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 45 | $143.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 44 | $128.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 83 | $134.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 80 | $126.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 77 | $116.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 76 | $107.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.