Woodside Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Framingham, MA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$143,522
Net value change ($000)
+15,513 (12.1%)
New positions
2
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 4,324 14.6%
VUG 1,601 17.3%
PRF 1,174 14.2%
GOOGL 1,145 24.3%
DFAC 1,123 13.1%
GOOGL 1,106 23.2%
VTI 644 14.8%
JPST 588 9.2%
IJR 587 21.1%
DFAU 476 26.5%
Top Reduces (Value $000, Stocks/ETFs)
CMCSA -206 -100.0%
XOM -65 -23.1%
IGSB -63 -4.5%
GLW -46 -11.8%
SPLV -12 -4.4%
BND -4 -1.3%
VCSH -2 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type