Woodward Diversified Capital, LLC holds a diversified book of 181 stocks worth $226.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Proshares Ultra QQQ and trimmed Chevron Corp. Their largest long position is Reliance Inc at 13% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.7%/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/1846177/holdings"
Use Arkolith to show WOODWARD DIVERSIFIED CAPITAL, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Woodward Diversified Capital, 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% 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 Woodward Diversified Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $12.6B |
| MORGAN STANLEY | 79 / 80 | $542.7B |
| UBS Group AG | 79 / 80 | $138.5B |
| Mariner, LLC | 79 / 80 | $26.3B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $12.9B |
| JPMORGAN CHASE & CO | 78 / 80 | $538.4B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $347.9B |
| GOLDMAN SACHS GROUP INC | 78 / 80 | $244.7B |
Ranked by how many of Woodward Diversified Capital, LLC's top 80 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 | Reliance Inc COM | $29.3M | 78.3K | 12.9% | —Held | |
| 2 | Apple Inc COM | $14.2M | 48.9K | 6.2% | ▲+7.1% Added · +3K sh | |
| 3 | Chevron Corporation COM | $7.3M | 44.3K | 3.2% | ▼−0.2% Reduced · −104 sh | |
| 4 | Nvidia Corporation COM | $7.2M | 35.7K | 3.2% | ▲+1.9% Added · +666 sh | |
| 5 | Genelux Corporation COM | $6.8M | 2.26M | 3.0% | ▲+6.8% Added · +145K sh | |
| 6 | Wells Fargo & Co COM | $6.3M | 75.6K | 2.8% | ▼~0% Reduced · −22 sh | |
| 7 | Alphabet Inc CAP STK CL A | $5.0M | 14.0K | 2.2% | ▲+1.0% Added · +144 sh | |
| 8 | Proshares TR PSHS ULTRA QQQ | $5.0M | 51.2K | 2.2% | ▲New New position | |
| 9 | Amazon Com Inc COM | $4.8M | 20.3K | 2.1% | ▲+3.3% Added · +654 sh | |
| 10 | Johnson & Johnson COM | $3.9M | 15.5K | 1.7% | ▼−0.7% Reduced · −104 sh | |
| 11 | Microsoft Corp COM | $3.7M | 10.0K | 1.6% | ▲+2.3% Added · +228 sh | |
| 12 | Caterpillar Inc COM | $3.6M | 3.4K | 1.6% | ▼−19% Reduced · −789 sh | |
| 13 | Lam Research Corp COM NEW | $3.6M | 8.3K | 1.6% | ▼−1.3% Reduced · −109 sh | |
| 14 | JPMorgan Chase & Co COM | $3.3M | 10.1K | 1.5% | ▼−3.6% Reduced · −382 sh | |
| 15 | Alphabet Inc CAP STK CL C | $3.0M | 8.4K | 1.3% | ▼−0.7% Reduced · −61 sh | |
| 16 | Meta Platforms Inc CL A | $2.8M | 5.0K | 1.2% | ▲+0.4% Added · +19 sh | |
| 17 | Broadcom Inc COM | $2.8M | 7.5K | 1.2% | ▲+2.5% Added · +179 sh | |
| 18 | Cisco Sys Inc COM | $2.5M | 21.6K | 1.1% | ▼−14% Reduced · −4K sh | |
| 19 | Walmart Inc COM | $2.3M | 20.2K | 1.0% | ▼−2.6% Reduced · −536 sh | |
| 20 | Bank Of Amer Corp COM | $2.3M | 39.7K | 1.0% | ▼−1.6% Reduced · −647 sh | |
| 21 | Abbvie Inc COM | $2.2M | 8.9K | 1.0% | ▼−0.4% Reduced · −38 sh | |
| 22 | Amgen Inc COM | $2.2M | 6.2K | 1.0% | ▼−0.4% Reduced · −26 sh | |
| 23 | Crowdstrike Hldgs Inc CL A | $2.1M | 2.7K | 0.9% | —Held | |
| 24 | International Business Machs COM | $2.1M | 7.3K | 0.9% | ▼−0.4% Reduced · −31 sh | |
| 25 | Micron Technology Inc COM | $1.9M | 1.6K | 0.8% | ▼−3.1% Reduced · −53 sh | |
| 26 | Parker-Hannifin Corp COM | $1.9M | 1.9K | 0.8% | ▲+1.3% Added · +24 sh | |
| 27 | Procter & Gamble Co COM | $1.8M | 12.6K | 0.8% | ▼−0.4% Reduced · −54 sh | |
| 28 | Home Depot Inc COM | $1.8M | 5.0K | 0.8% | ▼−0.3% Reduced · −17 sh | |
| 29 | Vanguard World FD INF TECH ETF | $1.7M | 14.2K | 0.7% | ▲19× Added · +13K sh | |
| 30 | Verizon Communications Inc COM | $1.7M | 39.1K | 0.7% | ▼−2.7% Reduced · −1K sh | |
| 31 | Sitime Corp COM | $1.5M | 2.0K | 0.7% | ▲+0.1% Added · +2 sh | |
| 32 | Philip Morris Intl Inc COM | $1.5M | 8.4K | 0.7% | ▼−1.4% Reduced · −123 sh | |
| 33 | Graniteshares ETF TR 2X LONG NVDA ETF | $1.5M | 51.0K | 0.7% | ▲+200% Added · +34K sh | |
| 34 | Merck & Co Inc COM | $1.5M | 11.6K | 0.7% | ▼−0.1% Reduced · −16 sh | |
| 35 | Vanguard World FD INDUSTRIAL ETF | $1.4M | 3.9K | 0.6% | ▼−11% Reduced · −495 sh | |
| 36 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.4M | 16.7K | 0.6% | ▲+1.2% Added · +200 sh | |
| 37 | Palo Alto Networks Inc COM | $1.3M | 3.9K | 0.6% | ▼−0.8% Reduced · −30 sh | |
| 38 | AT&T Inc COM | $1.2M | 60.0K | 0.5% | ▼−0.1% Reduced · −60 sh | |
| 39 | ConocoPhillips COM | $1.2M | 11.8K | 0.5% | ▼−0.1% Reduced · −10 sh | |
| 40 | Metlife Inc COM | $1.2M | 13.9K | 0.5% | ▼−0.6% Reduced · −86 sh | |
| 41 | Vanguard World FD HEALTH CAR ETF | $1.2M | 3.9K | 0.5% | ▼−9.9% Reduced · −434 sh | |
| 42 | Bank Of NY Mellon Corp COM | $1.2M | 8.1K | 0.5% | ▼−1.5% Reduced · −127 sh | |
| 43 | Altria Group Inc COM | $1.2M | 16.1K | 0.5% | ▼−0.5% Reduced · −87 sh | |
| 44 | BlackRock Inc COM | $1.1M | 1.2K | 0.5% | ▼−2.0% Reduced · −25 sh | |
| 45 | Dell Technologies Inc CL C | $1.1M | 2.6K | 0.5% | ▲New New position | |
| 46 | Kinder Morgan Inc Del COM | $1.1M | 33.8K | 0.5% | ▼−1.1% Reduced · −396 sh | |
| 47 | Tesla Inc COM | $1.0M | 2.5K | 0.5% | ▲+6.1% Added · +143 sh | |
| 48 | Vanguard World FD CONSUM STP ETF | $1.0M | 4.6K | 0.5% | ▼−11% Reduced · −592 sh | |
| 49 | Vanguard World FD UTILITIES ETF | $1.0M | 5.1K | 0.4% | ▼−11% Reduced · −623 sh | |
| 50 | RTX Corporation COM | $1.0M | 5.3K | 0.4% | ▼−3.8% Reduced · −209 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 181 | $226.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 181 | $219.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 184 | $218.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 182 | $214.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 172 | $197.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 136 | $141.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 132 | $136.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 160 | $157.6M | 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.