WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
All 13F Filings
- Location
- Bermuda Run, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 693,876
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 172 | 693,876 | 13F-HR | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| Q1 2026 | 4/28/2026 | 176 | 624,949 | 13F-HR | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| Q4 2025 | 2/2/2026 | 171 | 632,120 | 13F-HR | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| Q3 2025 | 10/30/2025 | 150 | 616,043 | 13F-HR | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| Q2 2025 | 7/29/2025 | 139 | 544,737 | 13F-HR | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 220.9 K | 31.8% | 9.287 K | 0 | 9.287 K |
| ETFs | 472.9 K | 68.2% | 60 K | 0 | 60 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
693,876
Holdings
172
QoQ value change ($000)
68,927
(11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.