WOODWARD DIVERSIFIED CAPITAL, LLC - Portfolio Stock Holdings
WOODWARD DIVERSIFIED CAPITAL, LLC disclosed 209 stock positions in a recent SEC 13F filing. $254,495,022 of stock holdings were filed, with the largest holdings including RS, AAPL, and XOM. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $609,728,872 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
209Est. Stock Holding Value:
$254,495,022Top Stock Holdings By Sector
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Portfolio Stock Holdings - WOODWARD DIVERSIFIED CAPITAL, LLC
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% of Portfolio
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