Woodward Financial Advisors, Inc.
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 253,869
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 66 | 253,869 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q2 2026 | 8/14/2026 | 66 | 299,136 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q1 2026 | 10/1/2026 | 60 | 259,531 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q4 2025 | 10/1/2026 | 61 | 267,003 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q3 2025 | 10/1/2026 | 60 | 262,267 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q2 2025 | 10/1/2026 | 58 | 242,858 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q1 2025 | 10/1/2026 | 55 | 210,952 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q4 2024 | 10/1/2026 | 56 | 202,090 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q3 2024 | 10/1/2026 | 55 | 199,416 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q2 2024 | 10/1/2026 | 51 | 175,616 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q1 2024 | 10/1/2026 | 55 | 166,269 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q4 2023 | 10/1/2026 | 52 | 152,005 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q3 2023 | 10/1/2026 | 44 | 135,223 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q2 2023 | 10/1/2026 | 50 | 133,861 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q1 2023 | 10/1/2026 | 44 | 121,763 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q4 2022 | 10/1/2026 | 43 | 116,640 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q3 2022 | 10/1/2026 | 44 | 106,915 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q2 2022 | 10/1/2026 | 46 | 108,099 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q1 2022 | 10/1/2026 | 40 | 97,654 | 13F-HR | Woodward Financial Advisors, Inc. |
| Q4 2021 | 10/1/2026 | 40 | 99,005 | 13F-HR | Woodward Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.16 K | 6.4% | 2.055 K | 0 | 2.055 K |
| ETFs | 237.2 K | 93.4% | 0 | 47.31 K | -47.31 K |
| Debt | 546 | 0.2% | 0 | 10 | -10 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
253,869
Holdings
66
QoQ value change ($000)
-45,267
(-15.1%)
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.