Woodside Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Woodside Wealth Management LLC reported 44 stock positions worth $128.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.1% of the portfolio, followed by SS SPDR P St C Corp. ETF (SPSB, 11.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 7.2%). Compared with Q4 2025, it opened 1 new position, sold out of 40, added to 14 and reduced 17. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +47%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- FRAMINGHAM, MA
- CIK
- 0002064883
- Portfolio Value
- $128.0M (Q1 2026)
- SEC Filing
- 0001214659-26-004566 ↗ filed Apr 13, 2026
Holdings Value
Holdings 44 stocks · $128.0M
| VOO Vanguard S&P 500 ETF | 23.07% | 49,427 | $29.5M | Reduce -4.5% |
| SPSB SS SPDR P St C Corp. ETF | 11.87% | 505,290 | $15.2M | Add +5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.25% | 21,234 | $9.3M | Reduce -4.8% |
| DFAC Dimensional US Core Equity 2 | 6.69% | 220,439 | $8.6M | Add +0.2% |
| PRF Invesco Rafi US 1000 ETF | 6.48% | 174,410 | $8.3M | Add +2.8% |
| JPST JPMorgan Ultra-Short Income | 5.02% | 126,955 | $6.4M | Add +47.5% |
| GOOG Alphabet Inc. Class C | 3.73% | 16,645 | $4.8M | No change |
| GOOGL Alphabet Inc. Class A | 3.68% | 16,400 | $4.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 3.39% | 13,528 | $4.3M | Add +1.4% |
| USMV iShares MSCI USA Min Vol Fac | 3.01% | 41,479 | $3.8M | Reduce -7.8% |
| SCHD Schwab US DVD Equity ETF | 2.38% | 99,496 | $3.1M | Reduce -8.8% |
| DFUV Dimensional US Marketwide Va | 2.36% | 62,321 | $3.0M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 2.18% | 22,410 | $2.8M | Reduce -4.1% |
| BSV Vanguard Short-Term Bond ETF | 2.14% | 34,917 | $2.7M | Add +16.1% |
| VXUS Vanguard Total Intl Stock | 1.98% | 32,813 | $2.5M | Reduce -14.6% |
| FBND Fidelity Total Bond ETF | 1.77% | 49,544 | $2.3M | Add +10.4% |
| DFAU Dimensional US Core Equity M | 1.40% | 39,749 | $1.8M | Reduce -6.1% |
| DFAI Dimensional International Co. | 1.39% | 45,824 | $1.8M | Add +26.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.09% | 26,492 | $1.4M | Add +4.2% |
| IVV iShares Core S&P 500 ETF | 0.99% | 1,935 | $1.3M | Add +3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.95% | 6,203 | $1.2M | Reduce -22.3% |
| IWD iShares Russell 1000 Value E | 0.76% | 4,535 | $969K | Reduce -2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.51% | 3,009 | $654K | No change |
| MSFT Microsoft Corp. | 0.48% | 1,665 | $616K | No change |
| IWM iShares Russell 2000 ETF | 0.48% | 2,480 | $615K | Reduce -6.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.43% | 6,889 | $546K | Reduce -17.2% |
| EFA iShares MSCI Eafe ETF | 0.42% | 5,560 | $540K | No change |
| DFAE Dimensional Emerging Core Eq | 0.40% | 15,280 | $517K | Add +63.6% |
| VNQ Vanguard Real Estate ETF | 0.32% | 4,546 | $403K | Reduce -26.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,627 | $394K | No change |
| GLW Corning Inc. | 0.31% | 2,875 | $391K | Reduce -17.9% |
| AGG iShares Core U.S. Aggregate | 0.29% | 3,676 | $365K | Reduce -41.7% |
| AAPL Apple Inc. | 0.26% | 1,321 | $335K | Reduce -7.8% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 1,481 | $319K | No change |
| BND Vanguard Total Bond Market | 0.23% | 4,060 | $299K | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.22% | 1,659 | $281K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.21% | 3,718 | $272K | Reduce -50.2% |
| DFAT Dimensional US Target Value | 0.21% | 4,320 | $270K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 4,936 | $267K | Add +0.1% |
| DCOR Dimensional US Core Eq 1 ETF | 0.20% | 3,639 | $262K | No change |
| MUB iShares National Muni Bond E | 0.19% | 2,248 | $239K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.17% | 1,887 | $224K | No change |
| SCHF Schwab Intl Equity ETF | 0.17% | 9,010 | $223K | Add +2.3% |
| CMCSA Comcast Corp. Class A | 0.16% | 7,191 | $206K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -4.5% | 23.07% | −1.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.8% | 7.25% | −0.87 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -22.3% | 0.95% | −0.19 |
| VXUS Vanguard Total Intl Stock | Reduce -14.6% | 1.98% | −0.19 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -50.2% | 0.21% | −0.19 |
| AGG iShares Core U.S. Aggregate | Reduce -41.7% | 0.29% | −0.19 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -7.8% | 3.01% | −0.16 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.14 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −0.13 |
| SPBO SS SPDR P Corp. Bond ETF | Sold out | 0.00% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.10 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.10 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -26.4% | 0.32% | −0.09 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.08 |
| DFAU Dimensional US Core Equity M | Reduce -6.1% | 1.40% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.07 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -17.2% | 0.43% | −0.07 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.04 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.04 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.03 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.03 |
| AAPL Apple Inc. | Reduce -7.8% | 0.26% | −0.03 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.03 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.03 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.03 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.02 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.02 |
| IWC iShares Micro-Cap ETF | Sold out | 0.00% | −0.02 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.02 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.01 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −0.01 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Sold out | 0.00% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -6.4% | 0.48% | −0.01 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| JPST JPMorgan Ultra-Short Income | Add +47.5% | 5.02% | +1.77 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.3% | 11.87% | +1.05 |
| PRF Invesco Rafi US 1000 ETF | Add +2.8% | 6.48% | +0.53 |
| BSV Vanguard Short-Term Bond ETF | Add +16.1% | 2.14% | +0.37 |
| DFAI Dimensional International Co. | Add +26.6% | 1.39% | +0.37 |
| FBND Fidelity Total Bond ETF | Add +10.4% | 1.77% | +0.22 |
| XOM Exxon Mobil Corp. | New | 0.22% | +0.22 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 6.69% | +0.19 |
| DFAE Dimensional Emerging Core Eq | Add +63.6% | 0.40% | +0.18 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +4.2% | 1.09% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.4% | 3.39% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +3.2% | 0.99% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +2.3% | 0.17% | +0.02 |
| BND Vanguard Total Bond Market | Add +2.7% | 0.23% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.21% | +0.01 |