Woodside Wealth Management LLC

CIK

2064883

Location

FRAMINGHAM, MA

Portfolio Value

Small $136,237,574

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,510 / 8,814 ▼ 94 · as of Jun 2026

Top Industry

Internet Content & Information 81.6%

3Y Alpha vs SPY

-3.4%

Period ended 22 days ago

Filed Oct 16, 2026 · 6d

7 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.3% of the book (60%+)

Turnover

Low turnover

4.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 86.7%; sector active share 78.6% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

43 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

39.2%

+3.1 pts

Top 5

82.0%

+4.7 pts

Top 10

96.6%

+1.3 pts

HHI

2,067

Moderately concentrated+242

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.8%	$122,367,434	34
Communication Services	8.3%	$11,314,529	2
Technology	1.4%	$1,859,299	4
Financial Services	0.2%	$272,772	1
Energy	0.2%	$221,014	1
Healthcare	0.1%	$202,526	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
FBND	Fidelity Total Bond ETF	+17,114	68,578	$2,969,427
DFAU	Dimensional US Core Equity Market ETF	+9,795	53,689	$2,811,156
SCHD	Schwab U.S. Dividend Equity ETF	+7,588	108,321	$3,523,682
JPST	JPMorgan Ultra-Short Income ETF	+6,898	145,583	$7,333,015
PRF	Victory Portfolios II	+2,835	178,000	$0
DFAE	Dimensional Emerging Core Equity Market ETF	+2,630	18,549	$729,161
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+1,707	510,171	$15,095,959
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+1,204	36,843	$2,814,805
VXUS	Vanguard Total International Stock ETF	+979	34,840	$2,960,006
VNQ	VANGUARD REAL ESTATE INDEX FUND	+862	5,428	$486,511
IJR	iShares Core S&P Small-Cap ETF	+821	23,562	$3,205,374
VUG	VANGUARD GROWTH INDEX FUND	+767	127,031	$11,446,763
DFAI	Dimensional International Core Equity Market ETF	+662	48,815	$2,022,405
VOO	VANGUARD 500 INDEX FUND	+490	49,788	$34,894,417
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+280	25,644	$1,313,742
MUB	iShares National Muni Bond ETF	+100	3,698	$373,867
DFAC	Dimensional U.S. Core Equity 2 ETF	+70	218,482	$9,711,524
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+50	6,939	$536,037
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+20	3,029	$699,789
VTV	VANGUARD VALUE INDEX FUND	+16	6,219	$1,343,801
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+6	13,474	$5,042,509
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
USMV	iShares MSCI USA Min Vol Factor ETF	−939	39,795	$3,877,624
XOM	ExxonMobil Holdings Corp	−225	1,358	$221,014
IWM	iShares Russell 2000 ETF	−200	2,280	$633,589
SPLV	Invesco S&P 500 Low Volatility ETF	−95	3,373	$237,830
DFUV	Dimensional U.S. Marketwide Value ETF	−93	62,078	$3,414,290
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	765	$202,526
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	3,811	$377,212
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	4,020	$295,108
DFAS	Dimensional U.S. Small Cap ETF	2,433	$200,333
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $136,237,574 total · filing declares 43 positions · $145,926,389 · as of Sep 30, 2026

All sectors Communication Services Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	49,788	+490	$34,894,417	+3.1%	25.61%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	510,171	+1,707	$15,095,959	−1.1%	11.08%
VUG	VANGUARD GROWTH INDEX FUND	Added	127,031	+767	$11,446,763	+5.2%	8.40%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	218,482	+70	$9,711,524	+0.2%	7.13%
JPST	JPMorgan Ultra-Short Income ETF	Added	145,583	+6,898	$7,333,015	+4.6%	5.38%
GOOG	Alphabet Inc. Communication Services	Held	16,645	0	$5,671,617	−3.6%	4.16%
GOOGL	Alphabet Inc. Communication Services	Held	16,400	0	$5,642,912	−3.7%	4.14%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	13,474	+6	$5,042,509	+1.2%	3.70%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	39,795	-939	$3,877,624	−1.3%	2.85%
SCHD	Schwab U.S. Dividend Equity ETF	Added	108,321	+7,588	$3,523,682	+10.3%	2.59%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	62,078	-93	$3,414,290	−0.2%	2.51%
IJR	iShares Core S&P Small-Cap ETF	Added	23,562	+821	$3,205,374	−5.0%	2.35%
FBND	Fidelity Total Bond ETF	Added	68,578	+17,114	$2,969,427	+26.8%	2.18%
VXUS	Vanguard Total International Stock ETF	Added	34,840	+979	$2,960,006	+2.3%	2.17%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	36,843	+1,204	$2,814,805	+1.4%	2.07%
DFAU	Dimensional US Core Equity Market ETF	Added	53,689	+9,795	$2,811,156	+23.9%	2.06%
DFAI	Dimensional International Core Equity Market ETF	Added	48,815	+662	$2,022,405	+1.8%	1.48%
IVV	iShares Core S&P 500 ETF	Held	1,944	0	$1,488,812	+2.3%	1.09%
VTV	VANGUARD VALUE INDEX FUND	Added	6,219	+16	$1,343,801	−0.6%	0.99%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	25,644	+280	$1,313,742	−1.2%	0.96%
IWD	iShares Russell 1000 Value ETF	Held	4,535	0	$1,124,362	+2.3%	0.83%
MSFT	Microsoft Corp Technology	Held	1,665	0	$853,978	+37.5%	0.63%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	18,549	+2,630	$729,161	+13.9%	0.54%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	3,029	+20	$699,789	−4.3%	0.51%
IWM	iShares Russell 2000 ETF	Reduced	2,280	-200	$633,589	−15.0%	0.47%
EFA	iShares MSCI EAFE ETF	Held	5,560	0	$577,628	+0.0%	0.42%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	6,939	+50	$536,037	−1.5%	0.39%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	5,428	+862	$486,511	+10.5%	0.36%
AAPL	Apple Inc. Technology	Held	1,321	0	$439,919	+15.1%	0.32%
MUB	iShares National Muni Bond ETF	Added	3,698	+100	$373,867	−3.4%	0.27%
IBM	International Business Machines Corp Technology	Held	1,627	0	$357,826	−21.8%	0.26%
VIG	Vanguard Specialized Funds	Held	1,481	0	$345,532	−1.4%	0.25%
DCOR	Dimensional ETF Trust	Held	3,639	0	$300,799	+0.8%	0.22%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Held	4,936	0	$292,754	−0.6%	0.21%
DFAT	Dimensional U.S. Targeted Value ETF	Held	4,320	0	$287,020	−5.0%	0.21%
BNY	Bank of New York Mellon Corp Financial Services	Held	1,886	0	$272,772	+0.0%	0.20%
SCHF	Schwab International Equity ETF	Held	9,010	0	$247,504	−0.8%	0.18%
SPLV	Invesco S&P 500 Low Volatility ETF	Reduced	3,373	-95	$237,830	−8.4%	0.17%
VEA	Vanguard FTSE Developed Markets ETF	Held	3,197	0	$225,740	−0.9%	0.17%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,358	-225	$221,014	+2.1%	0.16%
GLW	Corning Inc Technology	Held	1,350	0	$207,576	−39.8%	0.15%
JNJ	Johnson & Johnson Healthcare	NEW	765	NEW	$202,526	NEW	0.15%
PRF	Victory Portfolios II	Added	178,000	+2,835	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.