Woodside Wealth Management LLC
โขCIK: 2064883โขFiling: Q4 2025
**Woodside Wealth Management LLC** manages $134M across a diversified portfolio of 83 positions. The fund exhibits significant exposure to broad market indices, notably holding $32.5M in VOO and $4.5M in VTI. Key concentrated positions include $14.5M in SPSB, alongside substantial allocations to growth and technology leaders such as VUG ($10.9M), GOOG ($5.2M), and GOOGL ($5.1M). This structure suggests a core strategy focused on established market leaders and broad equity exposure.
Total AUM
$134.0M
QoQ Performance
+5.6%
Positions
27
Top 10 Concentration
73.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
SPSB
VUG
DFAC
PRF
VOO24.2%
SPSB10.8%
VUG8.1%
DFAC6.5%
PRF5.9%
GOOG3.9%
GOOGL3.8%
VTI3.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other65.7%
ETF25.2%
Technology9.0%
Communication0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
โ28 increased
โ7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025