WOODWARD DIVERSIFIED CAPITAL, LLC - Portfolio overview

WOODWARD DIVERSIFIED CAPITAL, LLC has 211 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. RS - RELIANCE INC, 10.67%
2. AAPL - APPLE INC, 5.16%
3. XOM - EXXON MOBIL CORP, 3.72%

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

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