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Portfolio (Quarterly)
Guide ↗
Woodside Wealth Management LLC
·
CIK 0002064883
13F Portfolio
$134M AUM
83 positions
Filed Jan 30, 2026
EDGAR ↗
← All Funds
Q4 2025
Q3 2025
·
All
5 New
23 Added
2 Reduced
2 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
—
FIDELITY COVINGTON TRUST
—
1,474
$99K
0.08%
SOLD
2
FTEC
FIDELITY COVINGTON TRUST
—
366
$81K
0.06%
SOLD
Sector Allocation
Communication Services
82.6%
Technology
15.5%
Financial Services
1.9%