Skip to content
Disclosery

13F-HR filed by Woodward Financial Advisors, Inc.

Woodward Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2025-09-30, accepted by EDGAR 2026-10-01 15:49:40 UTC, with 60 holding rows worth $262,266,819.

Accession
0001951757-26-001632
Filer
CIK 2136600
Filed
2026-10-01
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2025

A holdings report, 60 entries on the cover page, a total value of $262,266,819 stated on the cover page (in dollars after the unit check, H1), rows summing to $262,266,819 with VALUE read as dollars as filed, 13F file number 028-27141. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS60,593$40,554,622dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF671,502$32,359,700dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF854,821$32,286,597dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY769,011$25,215,869dollars as filed
VANGUARD MALVERN FDS922020805SHS388,638$19,676,734dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO593,108$19,020,973dollars as filed
Vanguard Value ETF922908744SHS60,808$11,340,057dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF336,346$10,709,259dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE155,913$6,967,771dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF16,858$6,161,216dollars as filed
Dimensional US Small Cap ETF25434V500COM75,564$5,173,118dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU76,487$4,452,316dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS70,204$4,206,651dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK114,781$4,172,304dollars as filed
Vanguard Small-Cap Value ETF922908611SHS17,623$3,678,009dollars as filed
iShares S&P 500 Growth ETF464287309SHS22,709$2,741,430dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX49,609$2,687,741dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 268,084$2,625,992dollars as filed
Apple Inc037833100COM10,102$2,572,340dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG60,087$1,894,541dollars as filed
Microsoft Corp594918104COM3,348$1,734,353dollars as filed
ISHARES MICRO-CAP ETF464288869ETF11,379$1,696,482dollars as filed
iShares S&P 500 Value ETF464287408SHS8,060$1,664,471dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,508,400dollars as filed
Berkshire Hathaway Inc084670702COM2,659$1,336,786dollars as filed
JPMorgan Chase & Co46625H100COM4,153$1,309,981dollars as filed
Vanguard Real Estate922908553SHS13,562$1,239,847dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS8,946$1,063,099dollars as filed
NVIDIA Corp67066G104COM4,002$746,693dollars as filed
Merck & Co.,Inc.58933Y105COM8,131$682,435dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,443$675,916dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT13,297$608,471dollars as filed
VWO922042858SHS10,494$568,580dollars as filed
Vanguard Short-Term Bond ETF921937827SHS7,071$557,975dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock6,878$512,342dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,450$498,796dollars as filed
MCKESSON CORP COM58155Q103Stock633$489,018dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS4,272$472,440dollars as filed
SELECTIVE INS GROUP INC816300107COM5,694$461,613dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,465$451,015dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,953$430,104dollars as filed
Oracle Corporation68389X105COM1,512$425,235dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock1,474$423,126dollars as filed
AON PLC SHS CL AG0403H108Stock1,000$356,580dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,791$339,753dollars as filed
Vanguard S&P 500 ETF922908363COM497$304,353dollars as filed
VTI922908769COM900$295,253dollars as filed
Vanguard Mid-Cap ETF922908629SHS979$287,609dollars as filed
Vanguard Total Bond Market ETF921937835SHS3,747$278,701dollars as filed
American Express Company025816109COM817$271,375dollars as filed
CONSOLIDATED EDISON INC209115104COM2,565$257,828dollars as filed
International Business Machines Corporation459200101COM908$256,201dollars as filed
EXXON MOBIL CORP30231G102COM2,164$243,991dollars as filed
Johnson & Johnson478160104COM1,222$226,583dollars as filed
Vanguard Small-Cap ETF922908751SHS841$213,930dollars as filed
Caterpillar Inc.149123101COM444$211,855dollars as filed
VALERO ENERGY CORP COM91913Y100Stock1,242$211,463dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE6,535$205,054dollars as filed
IJH464287507COM3,138$204,786dollars as filed
NANO X IMAGING LTDM70700105ORD SHS12,726$47,086dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-001632this filing2026-10-01