Woodside Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Woodside Wealth Management LLC reported 80 stock positions worth $126.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.6% of the portfolio, followed by SS SPDR P St C Corp. ETF (SPSB, 11.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 8.3%). Compared with Q2 2025, it opened 3 new positions, added to 25 and reduced 8. The biggest buy was a new position in Intl Business Machines (IBM) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −0%).

Most Recent 13F
Q2 2026
Location
FRAMINGHAM, MA
CIK
0002064883
Portfolio Value
$126.9M (Q3 2025)
SEC Filing
0002064883-25-000003 ↗ filed Nov 10, 2025

Holdings Value

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

Holdings 80 stocks · $126.9M
VOO Vanguard S&P 500 ETF 24.64% 51,034 $31.3M Add +1.9%
SPSB SS SPDR P St C Corp. ETF 11.25% 470,987 $14.3M Add +1.3%
VUG Vanguard Mrngstar GR ETF-Sui 8.31% 21,975 $10.5M Add +1.1%
DFAC Dimensional US Core Equity 2 6.69% 219,896 $8.5M Add +1.4%
PRF Invesco Rafi US 1000 ETF 6.06% 170,000 $7.7M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 3.45% 13,332 $4.4M Add +0.2%
USMV iShares MSCI USA Min Vol Fac 3.39% 45,151 $4.3M Reduce -0.2%
GOOG Alphabet Inc. Class C 3.20% 16,645 $4.1M No change
GOOGL Alphabet Inc. Class A 3.14% 16,400 $4.0M No change
JPST JPMorgan Ultra-Short Income 3.03% 75,870 $3.8M Add +1.5%
SCHD Schwab US DVD Equity ETF 2.34% 108,753 $3.0M Reduce -0.1%
DFUV Dimensional US Marketwide Va 2.22% 63,016 $2.8M Reduce -0.1%
IJR iShares Core S&P Small-Cap E 2.18% 23,224 $2.8M Add +0.3%
VXUS Vanguard Total Intl Stock 2.14% 36,942 $2.7M Add +4.9%
BSV Vanguard Short-Term Bond ETF 1.86% 29,952 $2.4M Add +2.6%
FBND Fidelity Total Bond ETF 1.53% 41,967 $1.9M Add +3.1%
DFAU Dimensional US Core Equity M 1.41% 39,024 $1.8M Reduce -1.0%
VTV Vanguard Mrngstr Val ETF-Aui 1.17% 7,986 $1.5M Add +1.2%
IGSB iShares 1-5Y Inv Grade Corp. 1.05% 25,035 $1.3M Add +0.3%
IVV iShares Core S&P 500 ETF 0.95% 1,805 $1.2M No change
DFAI Dimensional International Co. 0.89% 30,911 $1.1M Add +16.0%
IWD iShares Russell 1000 Value E 0.75% 4,665 $950K No change
MSFT Microsoft Corp. 0.68% 1,665 $862K No change
VCSH Vanguard S/T Corp. Bond ETF 0.53% 8,337 $666K No change
IWM iShares Russell 2000 ETF 0.51% 2,650 $641K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.50% 3,009 $628K Add +0.3%
AGG iShares Core U.S. Aggregate 0.49% 6,241 $626K Add +1.7%
VNQ Vanguard Real Estate ETF 0.48% 6,656 $608K Add +6.3%
SPLV Invesco S&P 500 Low Volatili 0.43% 7,468 $549K Reduce -16.5%
EFA iShares MSCI Eafe ETF 0.41% 5,560 $519K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.37% 1,647 $465K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.27% 4,431 $347K Reduce -5.2%
VIG Vanguard Dividend Apprec ETF 0.25% 1,481 $320K No change
BND Vanguard Total Bond Market 0.23% 3,954 $294K No change
AAPL Apple Inc. 0.22% 1,115 $284K No change
VWO Vanguard Ftse Emerging Marke 0.21% 4,931 $267K No change
DCOR Dimensional US Core Eq 1 ETF 0.21% 3,639 $262K Add +19.7%
DFAT Dimensional US Target Value 0.20% 4,320 $251K No change
DFAE Dimensional Emerging Core Eq 0.20% 7,930 $250K Add +31.8%
SCHF Schwab Intl Equity ETF 0.16% 8,730 $203K No change
MUB iShares National Muni Bond E 0.15% 1,748 $186K Add +52.3%
VEA Vanguard Ftse Developed ETF 0.14% 2,932 $176K No change
DFAS Dimensional US Small Cap ETF 0.13% 2,433 $167K No change
SPBO SS SPDR P Corp. Bond ETF 0.13% 5,483 $162K No change
IJH iShares Core S&P Midcap ETF 0.11% 2,125 $139K No change
VGSH Vanguard Short-Term Treasury 0.11% 2,300 $135K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.10% 2,532 $127K No change
VB Vanguard Most SM-Cap ETF-Usd 0.10% 497 $126K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.09% 2,800 $120K No change
SPAB SS SPDR P Agg Bond ETF 0.08% 4,084 $106K Reduce -4.6%
SCHA Schwab US Small-Cap ETF 0.08% 3,586 $100K Add +100.8%
VGIT Vanguard Intermediate-Term T 0.08% 1,663 $100K No change
FHLC Fidelity MSCI Health Care 0.08% 1,474 $99K New
SPHY SS SPDR P High Yield ETF 0.08% 3,990 $96K No change
VGT Vanguard Info Tech ETF 0.06% 109 $81K Reduce -4.4%
FTEC Fidelity MSCI Info Tech Indx 0.06% 366 $81K New
IWR iShares Russell Mid-Cap ETF 0.04% 560 $54K No change
ISTB iShares Core 1-5 Year Usd Bo 0.04% 1,012 $49K Add +5.9%
EFG iShares MSCI Eafe Growth ETF 0.04% 404 $46K No change
IWB iShares Russell 1000 ETF 0.03% 99 $36K No change
IBB iShares Biotechnology ETF 0.03% 240 $35K No change
VHT Vanguard Health Care ETF 0.03% 132 $34K No change
VXF Vanguard Extended Market ETF 0.03% 163 $34K No change
VSS Vanguard Ftse All Wo X-US SC 0.02% 221 $32K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 711 $30K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.02% 1,041 $27K No change
IWC iShares Micro-Cap ETF 0.02% 158 $23K No change
RWR SS SPDR Dow Jones REIT ETF 0.02% 213 $21K No change
IAU iShares Gold Trust 0.02% 276 $20K No change
SDY SS SPDR S&P Dividend ETF 0.02% 140 $20K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.02% 242 $20K Add +0.4%
IEMG iShares Core MSCI Emerging 0.01% 275 $18K No change
VNQI Vanguard GLBL Ex-US Real Est 0.01% 335 $16K 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
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.01% 203 $9K Add +24.5%
SCHG Schwab US Large-Cap Growth 0.01% 268 $9K No change
SPEM State Street SP PTF Em ETF 0.01% 167 $8K No change
SPSM SS SPDR P S&P 600 Small Cap 0.01% 153 $7K Add +2.7%
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 66 $4K No change

Portfolio Sells Q2 2025 → Q3 2025
USMV iShares MSCI USA Min Vol Fac Reduce -0.2% 3.39% −0.27
SCHD Schwab US DVD Equity ETF Reduce -0.1% 2.34% −0.14
SPLV Invesco S&P 500 Low Volatili Reduce -16.5% 0.43% −0.13
DFUV Dimensional US Marketwide Va Reduce -0.1% 2.22% −0.07
DFAU Dimensional US Core Equity M Reduce -1.0% 1.41% −0.03
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -5.2% 0.27% −0.02
SPAB SS SPDR P Agg Bond ETF Reduce -4.6% 0.08% −0.01
VGT Vanguard Info Tech ETF Reduce -4.4% 0.06% −0.00

Portfolio Buys Q2 2025 → Q3 2025
IBM Intl Business Machines Corp. New 0.37% +0.37
VOO Vanguard S&P 500 ETF Add +1.9% 24.64% +0.16
VUG Vanguard Mrngstar GR ETF-Sui Add +1.1% 8.31% +0.11
DFAI Dimensional International Co. Add +16.0% 0.89% +0.09
FHLC Fidelity MSCI Health Care New 0.08% +0.08
FTEC Fidelity MSCI Info Tech Indx New 0.06% +0.06
DFAE Dimensional Emerging Core Eq Add +31.8% 0.20% +0.05
VXUS Vanguard Total Intl Stock Add +4.9% 2.14% +0.05
MUB iShares National Muni Bond E Add +52.3% 0.15% +0.04
SCHA Schwab US Small-Cap ETF Add +100.8% 0.08% +0.04
DCOR Dimensional US Core Eq 1 ETF Add +19.7% 0.21% +0.03
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +24.5% 0.01% +0.00
SPSM SS SPDR P S&P 600 Small Cap Add +2.7% 0.01% +0.00
VNQ Vanguard Real Estate ETF Add +6.3% 0.48% 0.00
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.4% 0.02% −0.00
IJR iShares Core S&P Small-Cap E Add +0.3% 2.18% −0.00
ISTB iShares Core 1-5 Year Usd Bo Add +5.9% 0.04% −0.00
DFAC Dimensional US Core Equity 2 Add +1.4% 6.69% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 0.50% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +1.2% 1.17% −0.03
AGG iShares Core U.S. Aggregate Add +1.7% 0.49% −0.03
VTI VG Morningstar TS MKT ETF-US Add +0.2% 3.45% −0.03
FBND Fidelity Total Bond ETF Add +3.1% 1.53% −0.07
PRF Invesco Rafi US 1000 ETF Add +0.7% 6.06% −0.08
IGSB iShares 1-5Y Inv Grade Corp. Add +0.3% 1.05% −0.09
BSV Vanguard Short-Term Bond ETF Add +2.6% 1.86% −0.11
JPST JPMorgan Ultra-Short Income Add +1.5% 3.03% −0.23
SPSB SS SPDR P St C Corp. ETF Add +1.3% 11.25% −0.83

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