Woodside Wealth Management LLC - Portfolio Stock Holdings

Woodside Wealth Management LLC disclosed 46 stock positions in a recent SEC 13F filing. $143,521,886 of stock holdings were filed, with the largest holdings including VOO, SPSB, and VUG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $266,612,939 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.