Woodside Wealth Management LLC

CIK

2064883

Location

FRAMINGHAM, MA

Portfolio Value

Micro $7,164,626

Diversification

Highly concentrated

Filing Date

Global Rank

#7,878 / 8,232 ▲ 206

Top Industry

Internet Content & Information 65.8%

3Y Alpha vs SPY

+49.2%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.5%

SPY

+27.1%

Annualised alpha

+49.8%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

65.8%

−2.1 pts

Top 5

90.1%

−4.1 pts

Top 10

100.0%

0.0 pts

HHI

4,522

Highly concentrated−302

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	68.7%	$4,922,437	2
Technology	24.2%	$1,736,870	4
Energy	3.9%	$281,465	1
Financial Services	3.1%	$223,854	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−625	2,875	$390,913
AAPL	Apple Inc.	−112	1,321	$335,256
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
XOM	Exxon Mobil Corp	1,659	$281,465
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IAU	Ishares Gold Trust	276	$22,402
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $7,164,626 total · as of Mar 31, 2026

All sectors Communication Services Energy Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Held	16,400	0	$4,715,984	−8.1%	65.82%
MSFT	Microsoft Corp Technology	Held	1,665	0	$616,333	−23.5%	8.60%
IBM	International Business Machines Corp Technology	Held	1,627	0	$394,368	−18.2%	5.50%
GLW	Corning Inc /Ny Technology	Reduced	2,875	-625	$390,913	+27.6%	5.46%
AAPL	Apple Inc. Technology	Reduced	1,321	-112	$335,256	−13.9%	4.68%
XOM	Exxon Mobil Corp Energy	NEW	1,659	NEW	$281,465	NEW	3.93%
BNY	Bank of New York Mellon Corp Financial Services	Held	1,887	0	$223,854	+2.2%	3.12%
CMCSA	Comcast Corp Communication Services	Held	7,191	0	$206,453	+2.5%	2.88%