Institutional Fund
Woodside Wealth Management LLC
Framingham, MACIK 20648835 filings on record
Portfolio Value
$128.01M
Q1 2026
Holdings
44
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-4.5%
from $133.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds23.1%
- Spdr Series Trust11.9%
- Vanguard Index Fds7.2%
- Dimensional ETF Trust6.7%
- Invesco Exchange Traded Fd T6.5%
- J P Morgan Exchange Traded F5.0%
- Other39.6%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 49.4K | $29.54M | 23.1% | −2.4K | Reduced |
| 2 | Spdr Series Trust | 505.3K | $15.19M | 11.9% | +25.5K | Added |
| 3 | Vanguard Index Fds | 21.2K | $9.27M | 7.2% | −1.1K | Reduced |
| 4 | Dimensional ETF Trust | 220.4K | $8.57M | 6.7% | +420 | Added |
| 5 | Invesco Exchange Traded Fd T | 174.4K | $8.29M | 6.5% | +4.7K | Added |
| 6 | J P Morgan Exchange Traded F | 127.0K | $6.43M | 5.0% | +40.9K | Added |
| 7 | Alphabet Inc | 16.6K | $4.77M | 3.7% | 0 | Held |
| 8 | Alphabet Inc | 16.4K | $4.72M | 3.7% | 0 | Held |
| 9 | Vanguard Index Fds | 13.5K | $4.34M | 3.4% | +181 | Added |
| 10 | Ishares Tr | 41.5K | $3.85M | 3.0% | −3.5K | Reduced |
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