Wood Tarver Financial Group, LLC
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 356,070
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 327.9 K | 92.1% | 17.28 K | 0 | 17.28 K |
| ETFs | 26.41 K | 7.4% | 0 | 26 | -26 |
| Debt | 1.791 K | 0.5% | 0 | 47 | -47 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
356,070
Holdings
151
QoQ value change ($000)
17,204
(5.1%)
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.