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WOODSIDE WEALTH MANAGEMENT LLC
WOODSIDE WEALTH MANAGEMENT LLC
Latest filing: 2026-06-30
WOODSIDE WEALTH MANAGEMENT LLC runs WOODSIDE WEALTH MANAGEMENT LLC and currently holds 45 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $143.52M. Their top holdings are VOO, SPSB, VUG, DFAC, PRF. The top five represent 55.1% of reported portfolio weight. WOODSIDE WEALTH MANAGEMENT LLC ranks #828 out of 1000 investors tracked by Alpha Score. They added to 18 existing positions. They trimmed 11 positions. Their current best-performing preview position is GLW with returns of +87.86%.
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45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 23.59% | $517.98 | $703.77 | +35.87% | Trimmed -0.26% |
 SPSB SPDR SERIES TRUST | 10.63% | $30.10 | $29.94 | -0.53% | Added +0.63% |
 VUG VANGUARD INDEX FDS | 7.58% | $62.37 | $87.49 | +40.28% | Added +494.63% |
 DFAC DIMENSIONAL ETF TRUST | 6.75% | $33.08 | $45.61 | +37.88% | Trimmed -0.92% |
 PRF INVESCO EXCHANGE TRADED FD T | 6.59% | $40.69 | $56.11 | +37.88% | Added +0.43% |
 JPST J P MORGAN EXCHANGE TRADED F | 4.89% | $50.62 | $50.53 | -0.19% | Added +9.24% |
 GOOG ALPHABET INC | 4.10% | $156.23 | $341.75 | +118.75% | Held |
 GOOGL ALPHABET INC | 4.08% | $154.64 | $344.82 | +122.98% | Held |
 VTI VANGUARD INDEX FDS | 3.47% | $275.98 | $378.25 | +37.06% | Trimmed -0.44% |
 USMV ISHARES TR | 2.74% | $93.66 | $101.24 | +8.09% | Trimmed -1.80% |
Showing 1-10 of 45