Woodside Wealth Management LLC
CIK
2064883
Location
FRAMINGHAM, MA
Portfolio Value
Micro
$6,883,161
Diversification
Highly concentrated
Filing Date
Global Rank
#8,258
/ 8,603
▲ 57
· as of Mar 2026
Top Industry
Internet Content & Information
68.5%
3Y Alpha vs SPY
+47.9%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
5 quarters · since Mar 2025
Clone Performance
May 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+85.8%
SPY
+27.7%
Annualised alpha
+47.7%
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
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
68.5%
+0.6 pts
Top 5
93.7%
−0.4 pts
Top 10
100.0%
0.0 pts
HHI
4,883
Highly concentrated+59
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 71.5% | $4,922,437 |
| Technology | 25.2% | $1,736,870 |
| Financial Services | 3.3% | $223,854 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
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. | ||||
7 positions ·
$6,883,161 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 16,400 | $4,715,984 | 68.51% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,665 | $616,333 | 8.95% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,627 | $394,368 | 5.73% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 2,875 | $390,913 | 5.68% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,321 | $335,256 | 4.87% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 1,887 | $223,854 | 3.25% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 7,191 | $206,453 | 3.00% |