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Disclosery

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

Woodward Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2022-12-31, accepted by EDGAR 2026-10-01 16:39:41 UTC, with 43 holding rows worth $116,639,897.

Accession
0001951757-26-001647
Filer
CIK 2136600
Filed
2026-10-01
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q4 2022

A holdings report, 43 entries on the cover page, a total value of $116,639,897 stated on the cover page (in dollars after the unit check, H1), rows summing to $116,639,897 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 ETF464287200SHS72,062$27,687,060dollars as filed
VANGUARD MALVERN FDS922020805SHS316,343$14,776,362dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF515,271$12,371,666dollars as filed
Vanguard Value ETF922908744SHS44,910$6,303,949dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE178,056$5,961,318dollars as filed
Dimensional US Small Cap ETF25434V500COM93,675$4,791,475dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF100,627$4,637,877dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY187,557$4,191,909dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS82,437$3,459,901dollars as filed
Vanguard Small-Cap Value ETF922908611SHS19,064$3,027,402dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK116,055$2,906,014dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF11,369$2,393,475dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU42,635$1,873,789dollars as filed
Apple Inc037833100COM11,292$1,467,169dollars as filed
Vanguard Real Estate922908553SHS17,629$1,454,000dollars as filed
iShares S&P 500 Growth ETF464287309SHS24,382$1,426,347dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO61,745$1,386,784dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF55,220$1,367,806dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 253,483$1,298,575dollars as filed
iShares S&P 500 Value ETF464287408SHS8,349$1,211,249dollars as filed
Vanguard Short-Term Bond ETF921937827SHS15,727$1,183,931dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG42,700$937,260dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS9,798$927,319dollars as filed
Microsoft Corp594918104COM3,684$883,616dollars as filed
Johnson & Johnson478160104COM4,858$858,166dollars as filed
VWO922042858SHS20,280$790,526dollars as filed
Vanguard Total Bond Market ETF921937835SHS10,539$757,134dollars as filed
ISHARES MICRO-CAP ETF464288869ETF6,658$717,955dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX11,803$588,621dollars as filed
Berkshire Hathaway Inc084670702COM1,874$578,879dollars as filed
WOLFSPEED INC977852102COM7,682$530,365dollars as filed
SELECTIVE INS GROUP INC816300107COM5,954$527,584dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS4,777$436,188dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,816$397,760dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,450$371,542dollars as filed
EXXON MOBIL CORP30231G102COM3,316$365,755dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,785$310,947dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,286$275,513dollars as filed
Danaher Corporation235851102COM934$247,902dollars as filed
CONSOLIDATED EDISON INC209115104COM2,580$245,879dollars as filed
Home Depot, Inc437076102COM766$241,949dollars as filed
SANDY SPRING BANCORP INC800363103COMMON STOCK6,721$236,781dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF9,319$234,198dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-001647this filing2026-10-01