WOODWARD DIVERSIFIED CAPITAL, LLC - Portfolio Stock Holdings
WOODWARD DIVERSIFIED CAPITAL, LLC disclosed 204 stock positions in a recent SEC 13F filing. $207,122,340 of stock holdings were filed, with the largest holdings including RS, AAPL, and XOM. This filing represented positions held on March 31, 2026, and was filed on April 23, 2026.We estimate the fund has a total AUM of $609,778,872 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:
March 31, 2026No. of Stocks:
204Est. Stock Holding Value:
$207,122,340Top Stock Holdings By Sector
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Portfolio Stock Holdings - WOODWARD DIVERSIFIED CAPITAL, LLC
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Portfolio Options Holdings - WOODWARD DIVERSIFIED CAPITAL, LLC
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