Woodside Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Framingham, MA
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$133,985
Net value change ($000)
+7,134 (5.6%)
New positions
5
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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 1,223 3.9%
GOOGL 1,169 28.8%
GOOGL 1,146 28.7%
JPST 506 13.1%
VUG 337 3.2%
GLW 306 NEW
PRF 277 3.6%
DFAI 255 22.7%
DFAC 230 2.7%
SPSB 224 1.6%
Top Reduces (Value $000, Stocks/ETFs)
FHLC -99 -100.0%
FTEC -81 -100.0%
VNQ -61 -10.0%
USMV -60 -1.4%
MSFT -57 -6.6%
SPLV -16 -2.9%
VCSH -2 -0.3%
SPHY -2 -2.1%
VWO -2 -0.7%
SPBO -1 -0.6%
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