Wood Tarver Financial Group, LLC - Portfolio overview

Wood Tarver Financial Group, LLC has 160 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 12.97%
2. CGSD - CAPITAL GRP FIXED INCM ETF T, 10.73%
3. CGCP - CAPITAL GRP FIXED INCM ETF T, 7.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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