Woodside Wealth Management LLC
All 13F Filings
- Location
- Framingham, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 128,009
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 44 | 128,009 | 13F-HR | Woodside Wealth Management LLC |
| Q4 2025 | 1/30/2026 | 83 | 133,985 | 13F-HR | Woodside Wealth Management LLC |
| Q3 2025 | 11/10/2025 | 80 | 126,851 | 13F-HR | Woodside Wealth Management LLC |
| Q2 2025 | 7/23/2025 | 77 | 116,199 | 13F-HR | Woodside Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.94 K | 9.3% | 0 | 50.74 K | -50.74 K |
| ETFs | 113.3 K | 88.5% | 44.46 K | 0 | 44.46 K |
| Debt | 2.738 K | 2.1% | 368 | 0 | 368 |
| Other | 0 | 0.0% | 0 | 61 | -61 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
128,009
Holdings
44
QoQ value change ($000)
-5,976
(-4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.