WOODWARD DIVERSIFIED CAPITAL, LLC - Portfolio Stock Holdings

WOODWARD DIVERSIFIED CAPITAL, LLC disclosed 191 stock positions in a recent SEC 13F filing. $225,160,096 of stock holdings were filed, with the largest holdings including RS, AAPL, and CVX. This filing represented positions held on June 30, 2026, and was filed on July 28, 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.