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WOODSIDE WEALTH MANAGEMENT LLC 13F portfolio summary

WOODSIDE WEALTH MANAGEMENT LLC of WOODSIDE WEALTH MANAGEMENT LLC has 44 current stock holdings with a reported portfolio value of $128.0M. The portfolio 1 year return is +15.34%. Top holdings include BSV (0.00%), VOO (23.58%), SPSB (12.13%), VUG (7.40%), DFAC (6.84%).

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WOODSIDE WEALTH MANAGEMENT LLC

WOODSIDE WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

WOODSIDE WEALTH MANAGEMENT LLC runs WOODSIDE WEALTH MANAGEMENT LLC and currently holds 44 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $128.01M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WOODSIDE WEALTH MANAGEMENT LLC ranks #934 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WOODSIDE WEALTH MANAGEMENT LLC's portfolio at WOODSIDE WEALTH MANAGEMENT LLC has delivered returns of +15.34%. Their 3-year annualized return is +15.34%. Looking at the 5-year horizon, WOODSIDE WEALTH MANAGEMENT LLC has achieved +15.34% annualized returns at WOODSIDE WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.34%
#863/1000
3 Year
+15.34%
#931/1000
5 Year
+15.34%
#926/1000

Portfolio Value

$128.01M

Alpha Score

13.5

#934 of 1000

Holdings

44

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change