WOODSIDE WEALTH MANAGEMENT LLC 13F Portfolio
WOODSIDE WEALTH MANAGEMENT LLC runs WOODSIDE WEALTH MANAGEMENT LLC and currently holds 45 stock positions, which is fewer than the average of 231 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 #835 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%.
Portfolio Value
$143.52M
Alpha Score
25.1
#835 of 1000
Holdings
45
WOODSIDE WEALTH MANAGEMENT LLC Current 13F Holdings
Reported holdings from WOODSIDE WEALTH MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 23.59% | $517.98 | $715.51 | +38.13% | Trimmed -0.26% |
 SPSB SPDR SERIES TRUST | 10.63% | $30.10 | $29.60 | -1.68% | Added +0.63% |
 VUG VANGUARD INDEX FDS | 7.58% | $62.37 | $91.99 | +47.49% | Added +494.63% |
 DFAC DIMENSIONAL ETF TRUST | 6.75% | $33.08 | $45.31 | +36.96% | Trimmed -0.92% |
 PRF INVESCO EXCHANGE TRADED FD T | 6.59% | $40.69 | $55.53 | +36.47% | Added +0.43% |
 JPST J P MORGAN EXCHANGE TRADED F | 4.89% | $50.62 | $50.29 | -0.65% | Added +9.24% |
 GOOG ALPHABET INC | 4.10% | $156.23 | $347.86 | +122.66% | Held |
 GOOGL ALPHABET INC | 4.08% | $154.64 | $351.66 | +127.41% | Held |
 VTI VANGUARD INDEX FDS | 3.47% | $275.98 | $381.92 | +38.39% | Trimmed -0.44% |
 USMV ISHARES TR | 2.74% | $93.66 | $100.49 | +7.29% | Trimmed -1.80% |
Showing 1-10 of 45