Wood Tarver Financial Group, LLC
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 423,604
- 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 | 8/13/2026 | 165 | 423,604 | 13F-HR | Wood Tarver Financial Group, LLC |
| Q1 2026 | 5/12/2026 | 155 | 361,858 | 13F-HR | Wood Tarver Financial Group, LLC |
| Q4 2025 | 2/12/2026 | 151 | 356,070 | 13F-HR | Wood Tarver Financial Group, LLC |
| Q3 2025 | 11/14/2025 | 151 | 338,866 | 13F-HR | Wood Tarver Financial Group, LLC |
| Q2 2025 | 8/12/2025 | 702 | 332,256 | 13F-HR | Wood Tarver Financial Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.8 K | 43.4% | 30.78 K | 0 | 30.78 K |
| ETFs | 237.6 K | 56.1% | 30.54 K | 0 | 30.54 K |
| Debt | 2.251 K | 0.5% | 430 | 0 | 430 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
423,604
Holdings
165
QoQ value change ($000)
61,746
(17.1%)
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.