Woodside Wealth Management LLC - Portfolio overview

Woodside Wealth Management LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 22.59%
2. SPSB - SPDR SERIES TRUST, 11.62%
3. VUG - VANGUARD INDEX FDS, 7.09%

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

Explore securities or join Upside Invest to compare portfolios.