Woodside Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Framingham, MA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$145,926
Net value change ($000)
+2,404 (1.7%)
New positions
3
Sold out positions
5
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,036 3.1%
FBND 628 26.8%
VUG 571 5.3%
DFAU 542 23.9%
SCHD 330 10.3%
JPST 320 4.6%
DFA INVT DIMENSIONS GROUP IN 301 NEW
MSFT 233 37.5%
PRF 225 2.4%
EXXONMOBIL HOLDINGS CORP 221 NEW
Top Reduces (Value $000, Stocks/ETFs)
AGG -377 -100.0%
DCOR -298 -100.0%
BND -295 -100.0%
GOOGL -218 -3.7%
XOM -216 -100.0%
GOOGL -209 -3.6%
DFAS -200 -100.0%
IJR -168 -5.0%
SPSB -163 -1.1%
GLW -137 -39.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type