Woodside Wealth Management LLC

FRAMINGHAM, MA · CIK 2064883 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFramingham, MA

$143.5m reported value +12.1% vs Q1 2026

45positions

74.4%in top 10

2 new 15 added 12 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	49,298	$33.9m23.59%	23.59%	Reduced -129	-129 -0.3%
2	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	508,464	$15.3m10.63%	10.63%	Added +3.2k	+3,174 0.6%
3	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	126,264	$10.9m7.58%	7.58%	Reduced -1.1k	-1,140 -0.9%
4	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	218,412	$9.7m6.75%	6.75%	Reduced -2.0k	-2,027 -0.9%
5	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	175,165	$9.5m6.59%	6.59%	Added +755	+755 0.4%
6	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	138,685	$7.0m4.89%	4.89%	Added +11.7k	+11,730 9.2%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	16,645	$5.9m4.10%	4.10%	Unchanged
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,400	$5.9m4.08%	4.08%	Unchanged
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	13,468	$5.0m3.47%	3.47%	Reduced -60	-60 -0.4%
10	ISHARES TR MSCI USA MIN VOL USMV	USMV	40,734	$3.9m2.74%	2.74%	Reduced -745	-745 -1.8%
11	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	62,171	$3.4m2.38%	2.38%	Reduced -150	-150 -0.2%
12	ISHARES TR CORE S&P SCP ETF IJR	IJR	22,741	$3.4m2.35%	2.35%	Added +331	+331 1.5%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	100,733	$3.2m2.23%	2.23%	Added +1.2k	+1,237 1.2%
14	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	33,861	$2.9m2.02%	2.02%	Added +1.0k	+1,048 3.2%
15	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	35,639	$2.8m1.93%	1.93%	Added +722	+722 2.1%
16	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	51,464	$2.3m1.63%	1.63%	Added +1.9k	+1,920 3.9%
17	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	43,894	$2.3m1.58%	1.58%	Added +4.1k	+4,145 10.4%
18	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	48,153	$2.0m1.38%	1.38%	Added +2.3k	+2,329 5.1%
19	ISHARES TR CORE S&P500 ETF IVV	IVV	1,944	$1.5m1.01%	1.01%	Added +9	+9 0.5%
20	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,203	$1.4m0.94%	0.94%	Unchanged
21	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	25,364	$1.3m0.93%	0.93%	Reduced -1.1k	-1,128 -4.3%
22	ISHARES TR RUS 1000 VAL ETF IWD	IWD	4,535	$1.1m0.77%	0.77%	Unchanged
23	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,480	$745.1k0.52%	0.52%	Unchanged
24	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,009	$731.2k0.51%	0.51%	Unchanged
25	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	15,919	$640.1k0.45%	0.45%	Added +639	+639 4.2%
26	MICROSOFT CORP COM MSFT	MSFT	1,665	$621.1k0.43%	0.43%	Unchanged
27	ISHARES TR MSCI EAFE ETF EFA	EFA	5,560	$577.6k0.40%	0.40%	Unchanged
28	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	6,889	$544.4k0.38%	0.38%	Unchanged
29	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,627	$457.5k0.32%	0.32%	Unchanged
30	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,566	$440.3k0.31%	0.31%	Added +20	+20 0.4%
31	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,598	$387.2k0.27%	0.27%	Added +1.4k	+1,350 60.0%
32	APPLE INC COM AAPL	AAPL	1,321	$382.2k0.27%	0.27%	Unchanged
33	ISHARES TR CORE US AGGBD ET AGG	AGG	3,811	$377.2k0.26%	0.26%	Added +135	+135 3.7%
34	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,481	$350.4k0.24%	0.24%	Unchanged
35	CORNING INC COM GLW	GLW	1,350	$344.8k0.24%	0.24%	Reduced -1.5k	-1,525 -53.0%
36	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	4,320	$302.0k0.21%	0.21%	Unchanged
37	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		3,639	$298.3k0.21%	0.21%	Unchanged
38	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	4,020	$295.1k0.21%	0.21%	Reduced -40	-40 -1.0%
39	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,936	$294.6k0.21%	0.21%	Unchanged
40	BANK NEW YORK MELLON CORP COM BNY	BNY	1,886	$272.7k0.19%	0.19%	Reduced -1	-1 -0.1%
41	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	3,468	$259.8k0.18%	0.18%	Reduced -250	-250 -6.7%
42	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	9,010	$249.6k0.17%	0.17%	Unchanged
43	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,197	$227.8k0.16%	0.16%	New
44	EXXON MOBIL CORP COM XOM	XOM	1,583	$216.4k0.15%	0.15%	Reduced -76	-76 -4.6%
45	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	2,433	$200.3k0.14%	0.14%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COMCAST CORP NEW CMCSA	CMCSA	7,191	$206.5k7.2k shares