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Portfolio (Quarterly) Guide ↗

Woodside Wealth Management LLC

· CIK 0002064883
13F Portfolio $144M AUM 45 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 New 15 Added 16 Reduced 39 Exited
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 SPYM SPDR SER TR 4,447 $357K 0.27% SOLD
2 CMCSA COMCAST CORP NEW Communication Services 7,191 $215K 0.16% SOLD
3 SPBO SPDR SER TR 5,483 $161K 0.12% SOLD
4 IJH ISHARES TR 2,125 $140K 0.10% SOLD
5 VGSH VANGUARD SCOTTSDALE FDS 2,300 $135K 0.10% SOLD
6 VB VANGUARD INDEX FDS 497 $128K 0.10% SOLD
7 VTEB VANGUARD MUN BD FDS 2,532 $127K 0.10% SOLD
8 FNDF SCHWAB STRATEGIC TR 2,800 $127K 0.09% SOLD
9 SPAB SPDR SER TR 4,233 $109K 0.08% SOLD
10 SCHA SCHWAB STRATEGIC TR 3,586 $102K 0.08% SOLD
11 VGIT VANGUARD SCOTTSDALE FDS 1,663 $100K 0.07% SOLD
12 SPHY SPDR SER TR 3,990 $94K 0.07% SOLD
13 VGT VANGUARD WORLD FD 109 $82K 0.06% SOLD
14 LQD ISHARES TR 500 $55K 0.04% SOLD
15 IWR ISHARES TR 560 $54K 0.04% SOLD
16 ISTB ISHARES TR 1,067 $52K 0.04% SOLD
17 EFG ISHARES TR 404 $46K 0.03% SOLD
18 IBB ISHARES TR 240 $41K 0.03% SOLD
19 VHT VANGUARD WORLD FD 132 $38K 0.03% SOLD
20 IWB ISHARES TR 99 $37K 0.03% SOLD
Page 1 of 2  ·  39 positions
Sector Allocation
Communication Services 71.9%
Technology 22.1%
Financial Services 3.3%
Energy 2.7%