Woodside Wealth Management LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Woodside Wealth Management LLC reported 77 stock positions worth $116.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.5% of the portfolio, followed by SS SPDR P St C Corp. ETF (SPSB, 12.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 8.2%). Compared with Q1 2025, it opened 1 new position, added to 22 and reduced 8. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +1%) and the biggest sale SS SPDR P St C Corp. ETF (SPSB, shares −0%).

Most Recent 13F
Q2 2026
Location
FRAMINGHAM, MA
CIK
0002064883
Portfolio Value
$116.2M (Q2 2025)
SEC Filing
0002064883-25-000002 ↗ filed Jul 23, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2025: $107.9M Q1 2025 Q2 2025: $116.2M $116.2M Q2 2025 Q3 2025: $126.9M Q3 2025 Q4 2025: $134.0M Q4 2025 Q1 2026: $128.0M Q1 2026 Q2 2026: $143.5M Q2 2026

Holdings 77 stocks · $116.2M
VOO Vanguard S&P 500 ETF 24.48% 50,074 $28.4M Add +1.2%
SPSB SS SPDR P St C Corp. ETF 12.08% 464,851 $14.0M Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 8.20% 21,735 $9.5M Add +0.9%
DFAC Dimensional US Core Equity 2 6.69% 216,896 $7.8M No change
PRF Invesco Rafi US 1000 ETF 6.14% 168,775 $7.1M Reduce -0.7%
USMV iShares MSCI USA Min Vol Fac 3.65% 45,241 $4.2M Reduce -0.6%
VTI VG Morningstar TS MKT ETF-US 3.48% 13,310 $4.0M Add +1.3%
JPST JPMorgan Ultra-Short Income 3.26% 74,760 $3.8M Add +8.3%
GOOG Alphabet Inc. Class C 2.54% 16,645 $3.0M No change
GOOGL Alphabet Inc. Class A 2.49% 16,400 $2.9M No change
SCHD Schwab US DVD Equity ETF 2.48% 108,921 $2.9M Add +1.8%
DFUV Dimensional US Marketwide Va 2.30% 63,076 $2.7M Reduce -0.1%
IJR iShares Core S&P Small-Cap E 2.18% 23,142 $2.5M Reduce -0.2%
VXUS Vanguard Total Intl Stock 2.09% 35,214 $2.4M Add +4.2%
BSV Vanguard Short-Term Bond ETF 1.98% 29,199 $2.3M Add +0.1%
FBND Fidelity Total Bond ETF 1.60% 40,697 $1.9M Add +5.5%
DFAU Dimensional US Core Equity M 1.44% 39,412 $1.7M Add +3.1%
VTV Vanguard Mrngstr Val ETF-Aui 1.20% 7,888 $1.4M Add +0.5%
IGSB iShares 1-5Y Inv Grade Corp. 1.13% 24,963 $1.3M Reduce -8.5%
IVV iShares Core S&P 500 ETF 0.96% 1,805 $1.1M Add +3.1%
DFAI Dimensional International Co. 0.79% 26,647 $921K Add +4.7%
IWD iShares Russell 1000 Value E 0.78% 4,665 $906K No change
MSFT Microsoft Corp. 0.71% 1,665 $828K No change
VCSH Vanguard S/T Corp. Bond ETF 0.57% 8,337 $663K No change
SPLV Invesco S&P 500 Low Volatili 0.56% 8,948 $652K No change
AGG iShares Core U.S. Aggregate 0.52% 6,137 $609K Add +2.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.50% 2,999 $585K No change
IWM iShares Russell 2000 ETF 0.49% 2,650 $572K Reduce -11.7%
VNQ Vanguard Real Estate ETF 0.48% 6,259 $557K Reduce -16.1%
EFA iShares MSCI Eafe ETF 0.43% 5,560 $497K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.29% 4,675 $340K Add +9.1%
VIG Vanguard Dividend Apprec ETF 0.26% 1,481 $303K No change
BND Vanguard Total Bond Market 0.25% 3,954 $291K Add +0.7%
VWO Vanguard Ftse Emerging Marke 0.21% 4,931 $244K No change
DFAT Dimensional US Target Value 0.20% 4,320 $233K No change
AAPL Apple Inc. 0.20% 1,115 $229K No change
DCOR Dimensional US Core Eq 1 ETF 0.17% 3,039 $203K No change
SCHF Schwab Intl Equity ETF 0.17% 8,730 $193K Add +6.7%
DFAE Dimensional Emerging Core Eq 0.15% 6,019 $174K Add +1.2%
VEA Vanguard Ftse Developed ETF 0.14% 2,932 $167K No change
SPBO SS SPDR P Corp. Bond ETF 0.14% 5,483 $160K No change
DFAS Dimensional US Small Cap ETF 0.13% 2,433 $155K No change
VGSH Vanguard Short-Term Treasury 0.12% 2,300 $135K No change
IJH iShares Core S&P Midcap ETF 0.11% 2,125 $132K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.11% 2,532 $124K No change
MUB iShares National Muni Bond E 0.10% 1,148 $120K New
VB Vanguard Most SM-Cap ETF-Usd 0.10% 497 $118K Add +1.8%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.10% 2,800 $112K No change
SPAB SS SPDR P Agg Bond ETF 0.09% 4,279 $110K Add +7.0%
VGIT Vanguard Intermediate-Term T 0.09% 1,663 $99K No change
SPHY SS SPDR P High Yield ETF 0.08% 3,990 $95K No change
VGT Vanguard Info Tech ETF 0.07% 114 $76K No change
IWR iShares Russell Mid-Cap ETF 0.04% 560 $52K No change
ISTB iShares Core 1-5 Year Usd Bo 0.04% 956 $47K Add +2.1%
EFG iShares MSCI Eafe Growth ETF 0.04% 404 $45K No change
SCHA Schwab US Small-Cap ETF 0.04% 1,786 $45K No change
IWB iShares Russell 1000 ETF 0.03% 99 $34K No change
VHT Vanguard Health Care ETF 0.03% 132 $33K No change
VXF Vanguard Extended Market ETF 0.03% 163 $31K Add +19.0%
IBB iShares Biotechnology ETF 0.03% 240 $30K No change
VSS Vanguard Ftse All Wo X-US SC 0.03% 221 $30K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 711 $29K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.02% 1,041 $26K No change
RWR SS SPDR Dow Jones REIT ETF 0.02% 213 $20K No change
IWC iShares Micro-Cap ETF 0.02% 158 $20K No change
SDY SS SPDR S&P Dividend ETF 0.02% 140 $19K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.02% 241 $18K No change
IAU iShares Gold Trust 0.01% 276 $17K No change
IEMG iShares Core MSCI Emerging 0.01% 275 $17K No change
VNQI Vanguard GLBL Ex-US Real Est 0.01% 335 $15K No change
SCHJ Schwab 1-5 YR Corp. BND ETF 0.01% 510 $13K No change
TIP iShares Tips Bond ETF 0.01% 90 $10K No change
SCHG Schwab US Large-Cap Growth 0.01% 268 $8K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.01% 163 $8K No change
SPEM State Street SP PTF Em ETF 0.01% 167 $7K No change
SPSM SS SPDR P S&P 600 Small Cap 0.01% 149 $6K Add +3.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 66 $4K No change

Portfolio Sells Q1 2025 → Q2 2025
SPSB SS SPDR P St C Corp. ETF Reduce -0.2% 12.08% −0.91
USMV iShares MSCI USA Min Vol Fac Reduce -0.6% 3.65% −0.30
PRF Invesco Rafi US 1000 ETF Reduce -0.7% 6.14% −0.23
IGSB iShares 1-5Y Inv Grade Corp. Reduce -8.5% 1.13% −0.19
VNQ Vanguard Real Estate ETF Reduce -16.1% 0.48% −0.15
DFUV Dimensional US Marketwide Va Reduce -0.1% 2.30% −0.12
IJR iShares Core S&P Small-Cap E Reduce -0.2% 2.18% −0.07
IWM iShares Russell 2000 ETF Reduce -11.7% 0.49% −0.06

Portfolio Buys Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Add +1.2% 24.48% +0.90
VUG Vanguard Mrngstar GR ETF-Sui Add +0.9% 8.20% +0.79
VXUS Vanguard Total Intl Stock Add +4.2% 2.09% +0.15
VTI VG Morningstar TS MKT ETF-US Add +1.3% 3.48% +0.13
MUB iShares National Muni Bond E New 0.10% +0.10
DFAU Dimensional US Core Equity M Add +3.1% 1.44% +0.07
DFAI Dimensional International Co. Add +4.7% 0.79% +0.06
IVV iShares Core S&P 500 ETF Add +3.1% 0.96% +0.05
SPYM Ste STR SPDR PT S&P 500 ETF Add +9.1% 0.29% +0.03
JPST JPMorgan Ultra-Short Income Add +8.3% 3.26% +0.02
SCHF Schwab Intl Equity ETF Add +6.7% 0.17% +0.02
DFAE Dimensional Emerging Core Eq Add +1.2% 0.15% +0.01
VXF Vanguard Extended Market ETF Add +19.0% 0.03% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +1.8% 0.10% +0.00
SPSM SS SPDR P S&P 600 Small Cap Add +3.5% 0.01% 0.00
SPAB SS SPDR P Agg Bond ETF Add +7.0% 0.09% −0.00
ISTB iShares Core 1-5 Year Usd Bo Add +2.1% 0.04% −0.00
BND Vanguard Total Bond Market Add +0.7% 0.25% −0.02
AGG iShares Core U.S. Aggregate Add +2.1% 0.52% −0.03
FBND Fidelity Total Bond ETF Add +5.5% 1.60% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +0.5% 1.20% −0.06
BSV Vanguard Short-Term Bond ETF Add +0.1% 1.98% −0.14
SCHD Schwab US DVD Equity ETF Add +1.8% 2.48% −0.29

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 45$143.5MVOO, SPSB, VUG, DFAC, PRF
Q1 2026 44$128.0MVOO, SPSB, VUG, DFAC, PRF
Q4 2025 83$134.0MVOO, SPSB, VUG, DFAC, PRF
Q3 2025 80$126.9MVOO, SPSB, VUG, DFAC, PRF
Q2 2025 77$116.2MVOO, SPSB, VUG, DFAC, PRF
Q1 2025 76$107.9MVOO, SPSB, VUG, DFAC, PRF