Woodside Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Woodside Wealth Management LLC reported 76 stock positions worth $107.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.6% of the portfolio, followed by SS SPDR P St C Corp. ETF (SPSB, 13.0%) and Vanguard Mrngstar GR ETF-Sui (VUG, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- FRAMINGHAM, MA
- CIK
- 0002064883
- Portfolio Value
- $107.9M (Q1 2025)
- SEC Filing
- 0002064883-25-000001 ↗ filed May 1, 2025
Holdings Value
Holdings 76 stocks · $107.9M
| VOO Vanguard S&P 500 ETF | 23.58% | 49,495 | $25.4M | — |
| SPSB SS SPDR P St C Corp. ETF | 12.99% | 465,592 | $14.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.41% | 21,550 | $8.0M | — |
| DFAC Dimensional US Core Equity 2 | 6.63% | 216,896 | $7.2M | — |
| PRF Invesco Rafi US 1000 ETF | 6.37% | 169,985 | $6.9M | — |
| USMV iShares MSCI USA Min Vol Fac | 3.95% | 45,516 | $4.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.35% | 13,139 | $3.6M | — |
| JPST JPMorgan Ultra-Short Income | 3.24% | 69,015 | $3.5M | — |
| SCHD Schwab US DVD Equity ETF | 2.77% | 106,996 | $3.0M | — |
| DFUV Dimensional US Marketwide Va | 2.41% | 63,125 | $2.6M | — |
| GOOG Alphabet Inc. Class C | 2.41% | 16,645 | $2.6M | — |
| GOOGL Alphabet Inc. Class A | 2.35% | 16,400 | $2.5M | — |
| IJR iShares Core S&P Small-Cap E | 2.25% | 23,188 | $2.4M | — |
| BSV Vanguard Short-Term Bond ETF | 2.12% | 29,154 | $2.3M | — |
| VXUS Vanguard Total Intl Stock | 1.95% | 33,795 | $2.1M | — |
| FBND Fidelity Total Bond ETF | 1.63% | 38,572 | $1.8M | — |
| DFAU Dimensional US Core Equity M | 1.36% | 38,227 | $1.5M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.32% | 27,293 | $1.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.26% | 7,852 | $1.4M | — |
| IVV iShares Core S&P 500 ETF | 0.91% | 1,750 | $983K | — |
| IWD iShares Russell 1000 Value E | 0.81% | 4,665 | $878K | — |
| DFAI Dimensional International Co. | 0.74% | 25,443 | $795K | — |
| VNQ Vanguard Real Estate ETF | 0.63% | 7,459 | $675K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.62% | 8,948 | $669K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.61% | 8,337 | $658K | — |
| MSFT Microsoft Corp. | 0.58% | 1,665 | $625K | — |
| IWM iShares Russell 2000 ETF | 0.55% | 3,000 | $598K | — |
| AGG iShares Core U.S. Aggregate | 0.55% | 6,012 | $595K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.52% | 2,999 | $559K | — |
| EFA iShares MSCI Eafe ETF | 0.42% | 5,560 | $454K | — |
| BND Vanguard Total Bond Market | 0.27% | 3,928 | $289K | — |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 1,481 | $287K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 4,285 | $282K | — |
| AAPL Apple Inc. | 0.23% | 1,115 | $248K | — |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 4,931 | $223K | — |
| DFAT Dimensional US Target Value | 0.21% | 4,320 | $222K | — |
| DCOR Dimensional US Core Eq 1 ETF | 0.17% | 3,039 | $186K | — |
| SCHF Schwab Intl Equity ETF | 0.15% | 8,180 | $162K | — |
| SPBO SS SPDR P Corp. Bond ETF | 0.15% | 5,483 | $159K | — |
| DFAE Dimensional Emerging Core Eq | 0.14% | 5,945 | $154K | — |
| VEA Vanguard Ftse Developed ETF | 0.14% | 2,932 | $149K | — |
| DFAS Dimensional US Small Cap ETF | 0.13% | 2,433 | $145K | — |
| VGSH Vanguard Short-Term Treasury | 0.13% | 2,300 | $135K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 2,532 | $126K | — |
| IJH iShares Core S&P Midcap ETF | 0.11% | 2,125 | $124K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 488 | $108K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.09% | 4,001 | $102K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.09% | 2,800 | $101K | — |
| VGIT Vanguard Intermediate-Term T | 0.09% | 1,663 | $99K | — |
| SPHY SS SPDR P High Yield ETF | 0.09% | 3,990 | $93K | — |
| VGT Vanguard Info Tech ETF | 0.06% | 114 | $62K | — |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 560 | $48K | — |
| ISTB iShares Core 1-5 Year Usd Bo | 0.04% | 936 | $45K | — |
| SCHA Schwab US Small-Cap ETF | 0.04% | 1,786 | $42K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 404 | $40K | — |
| VHT Vanguard Health Care ETF | 0.03% | 132 | $35K | — |
| IBB iShares Biotechnology ETF | 0.03% | 240 | $31K | — |
| IWB iShares Russell 1000 ETF | 0.03% | 99 | $30K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 711 | $26K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 221 | $26K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 1,041 | $25K | — |
| VXF Vanguard Extended Market ETF | 0.02% | 137 | $24K | — |
| RWR SS SPDR Dow Jones REIT ETF | 0.02% | 213 | $21K | — |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 140 | $19K | — |
| IWC iShares Micro-Cap ETF | 0.02% | 158 | $17K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.02% | 241 | $16K | — |
| IAU iShares Gold Trust | 0.02% | 276 | $16K | — |
| IEMG iShares Core MSCI Emerging | 0.01% | 275 | $15K | — |
| VNQI Vanguard GLBL Ex-US Real Est | 0.01% | 335 | $14K | — |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.01% | 510 | $13K | — |
| TIP iShares Tips Bond ETF | 0.01% | 90 | $10K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 163 | $8K | — |
| SCHG Schwab US Large-Cap Growth | 0.01% | 268 | $7K | — |
| SPEM State Street SP PTF Em ETF | 0.01% | 167 | $7K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 144 | $6K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 66 | $3K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.