Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. reported 66 holdings worth US$299M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Woodward Financial Advisors, Inc. reported 66 holdings worth US$299M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Jp Morgan Chase & Co. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$299M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 9,953 | US$2.88M | 0.96% |
| Berkshire Hathaway Inc. | 3,648 | US$1.83M | 0.61% |
| Jp Morgan Chase & Co. | 4,097 | US$1.34M | 0.45% |
| Microsoft Corp. | 3,356 | US$1.25M | 0.42% |
| Nvidia Corporation | 4,094 | US$819K | 0.27% |
| Merck & Company, Inc. | 5,455 | US$701K | 0.23% |
| Canadian Pacific Kansas City Limited | 6,878 | US$596K | 0.20% |
| Selective Insurance Group, Inc. | 5,694 | US$552K | 0.18% |
| Mckesson Corporation | 633 | US$478K | 0.16% |
| Caterpillar, Inc. | 444 | US$473K | 0.16% |
| International Business Machines Corporation | 1,437 | US$404K | 0.14% |
| Johnson & Johnson | 1,447 | US$367K | 0.12% |
| Valero Energy Corporation | 1,242 | US$323K | 0.11% |
| Consolidated Edison, Inc. | 2,628 | US$291K | 0.10% |
| Exxon Mobil Corporation | 2,117 | US$289K | 0.10% |
| American Express Company | 817 | US$276K | 0.09% |
| Labcorp Holdings Inc. | 874 | US$245K | 0.08% |
| Alphabet Inc (google) Class C | 623 | US$223K | 0.07% |
| Oracle Corporation | 1,512 | US$222K | 0.07% |
| Walmart Inc. | 1,876 | US$212K | 0.07% |
Source
Related
- Woodward Financial Advisors, Inc.
- Form 13F · Woodward Financial Advisors, Inc. · Oct 19, 2026
- Form 13F · Woodward Financial Advisors, Inc. · Oct 1, 2026
- Form 13F · Woodward Financial Advisors, Inc. · Oct 1, 2026
- Form 13F · Woodward Financial Advisors, Inc. · Oct 1, 2026
- Form 13F · Woodward Financial Advisors, Inc. · Oct 1, 2026