Woodside Wealth Management LLC ETF holdings
Framingham, MA
Reported $129.5M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$129.5M
ETFs held
37
Change from prior quarter
+11.6%
With price moves
ETFs as a share of its 13F
90.2%
of $143.5M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $33.9M | 49,298 | −129 shares |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond Index ETF | $15.3M | 508,464 | +3,174 shares |
| VUG | Vanguard Morningstar Growth ETF | $10.9M | 126,264 | +105,030 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $9.7M | 218,412 | −2,027 shares |
| PRF | Invesco RAFI US 1000 ETF | $9.5M | 175,165 | +755 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $7.0M | 138,685 | +11,730 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.0M | 13,468 | −60 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $3.9M | 40,734 | −745 shares |
| DFUV | Dimensional US Marketwide Value ETF | $3.4M | 62,171 | −150 shares |
| IJR | iShares Core S&P Small-Cap ETF | $3.4M | 22,741 | +331 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002064883. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Woodside Wealth Management LLC own?
Woodside Wealth Management LLC reported 37 ETF positions worth $129.5M in its Form 13F for June 30, 2026. The largest was VOO, at $33.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.