Woodside Wealth Management LLC

Woodside Wealth Management LLC reported 45 holdings worth US$144M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Woodside Wealth Management LLC reported 45 holdings worth US$144M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and International Business Machines Corporation. Filed Jul 24, 2026 (Form 13F).

Holdings
45
Value as reported
US$144M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C32,857US$11.7M8.2%
Microsoft Corp.1,665US$621K0.43%
International Business Machines Corporation1,627US$458K0.32%
Apple Inc1,321US$382K0.27%
Corning Incorporated1,350US$345K0.24%
The Bank Of New York Mellon Corporation1,886US$273K0.19%
Exxon Mobil Corporation1,583US$216K0.15%
Comcast Corporation0US$00.00%

Source

View original at SEC

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