WOODWARD DIVERSIFIED CAPITAL, LLC
All 13F Filings
- Location
- Bakersfield, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 226,714
- 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 | 7/28/2026 | 181 | 226,714 | 13F-HR | WOODWARD DIVERSIFIED CAPITAL, LLC |
| Q1 2026 | 4/23/2026 | 181 | 219,799 | 13F-HR | WOODWARD DIVERSIFIED CAPITAL, LLC |
| Q4 2025 | 1/14/2026 | 184 | 218,315 | 13F-HR | WOODWARD DIVERSIFIED CAPITAL, LLC |
| Q3 2025 | 10/21/2025 | 182 | 214,693 | 13F-HR | WOODWARD DIVERSIFIED CAPITAL, LLC |
| Q2 2025 | 7/18/2025 | 172 | 197,703 | 13F-HR | WOODWARD DIVERSIFIED CAPITAL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 198.9 K | 87.7% | 3.381 K | 0 | 3.381 K |
| ETFs | 27.82 K | 12.3% | 3.639 K | 0 | 3.639 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
226,714
Holdings
181
QoQ value change ($000)
6,915
(3.1%)
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.