Woodside Wealth Management LLC
All 13F Filings
- Location
- Framingham, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 143,522
- 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 | 7/24/2026 | 45 | 143,522 | 13F-HR | Woodside Wealth Management LLC |
| Q1 2026 | 4/13/2026 | 44 | 128,009 | 13F-HR | Woodside Wealth Management LLC |
| Q4 2025 | 1/30/2026 | 83 | 133,985 | 13F-HR | Woodside Wealth Management LLC |
| Q3 2025 | 11/10/2025 | 80 | 126,851 | 13F-HR | Woodside Wealth Management LLC |
| Q2 2025 | 7/23/2025 | 77 | 116,199 | 13F-HR | Woodside Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.04 K | 9.8% | 2.099 K | 0 | 2.099 K |
| ETFs | 126.7 K | 88.3% | 13.38 K | 0 | 13.38 K |
| Debt | 2.777 K | 1.9% | 39 | 0 | 39 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
143,522
Holdings
45
QoQ value change ($000)
15,513
(12.1%)
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.