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Woodside Wealth Management LLC

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13F filer, CIK 2064883, FRAMINGHAM, MA

Woodside Wealth Management LLC reported $143,522,279 across 45 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 74.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-008869

Period
2026-06-30
Reported value
$144M
Holdings
45
Top 10 weight
74.42%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+105,030$9.05M
JPSTadded+11,730$593K
VEAnew+3,197$228K
DFAUadded+4,145$214K
DFASnew+2,433$200K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLWreduced-1,525-$390K
CMCSAexited-7,191-$206K
DFACreduced-2,027-$89.9K
VOOreduced-129-$88.6K
USMVreduced-745-$71.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-008869, largest first. % of portfolio is the value over $143,522,279, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,495 shares; 2025Q2: 50,074 shares; 2025Q3: 51,034 shares; 2025Q4: 51,784 shares; 2026Q1: 49,427 shares; 2026Q2: 49,298 shares 49,298$33.9M23.59%-129Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 465,592 shares; 2025Q2: 464,851 shares; 2025Q3: 470,987 shares; 2025Q4: 479,805 shares; 2026Q1: 505,290 shares; 2026Q2: 508,464 shares 508,464$15.3M10.63%+3,174Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,550 shares; 2025Q2: 21,735 shares; 2025Q3: 21,975 shares; 2025Q4: 22,293 shares; 2026Q1: 21,234 shares; 2026Q2: 126,264 shares 126,264$10.9M7.58%+105,030Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 216,896 shares; 2025Q2: 216,896 shares; 2025Q3: 219,896 shares; 2025Q4: 220,019 shares; 2026Q1: 220,439 shares; 2026Q2: 218,412 shares 218,412$9.69M6.75%-2,027Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 169,985 shares; 2025Q2: 168,775 shares; 2025Q3: 170,000 shares; 2025Q4: 169,705 shares; 2026Q1: 174,410 shares; 2026Q2: 175,165 shares 175,165$9.46M6.59%+755Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 69,015 shares; 2025Q2: 74,760 shares; 2025Q3: 75,870 shares; 2025Q4: 86,085 shares; 2026Q1: 126,955 shares; 2026Q2: 138,685 shares 138,685$7.01M4.89%+11,730Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,645 shares; 2025Q2: 16,645 shares; 2025Q3: 16,645 shares; 2025Q4: 16,645 shares; 2026Q1: 16,645 shares; 2026Q2: 16,645 shares 16,645$5.88M4.1%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,400 shares; 2025Q2: 16,400 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares; 2026Q1: 16,400 shares; 2026Q2: 16,400 shares 16,400$5.86M4.08%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,139 shares; 2025Q2: 13,310 shares; 2025Q3: 13,332 shares; 2025Q4: 13,347 shares; 2026Q1: 13,528 shares; 2026Q2: 13,468 shares 13,468$4.98M3.47%-60Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,516 shares; 2025Q2: 45,241 shares; 2025Q3: 45,151 shares; 2025Q4: 44,988 shares; 2026Q1: 41,479 shares; 2026Q2: 40,734 shares 40,734$3.93M2.74%-745Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,125 shares; 2025Q2: 63,076 shares; 2025Q3: 63,016 shares; 2025Q4: 62,725 shares; 2026Q1: 62,321 shares; 2026Q2: 62,171 shares 62,171$3.42M2.38%-150Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,188 shares; 2025Q2: 23,142 shares; 2025Q3: 23,224 shares; 2025Q4: 23,361 shares; 2026Q1: 22,410 shares; 2026Q2: 22,741 shares 22,741$3.37M2.35%+331Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 106,996 shares; 2025Q2: 108,921 shares; 2025Q3: 108,753 shares; 2025Q4: 109,081 shares; 2026Q1: 99,496 shares; 2026Q2: 100,733 shares 100,733$3.19M2.23%+1,237Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,795 shares; 2025Q2: 35,214 shares; 2025Q3: 36,942 shares; 2025Q4: 38,410 shares; 2026Q1: 32,813 shares; 2026Q2: 33,861 shares 33,861$2.89M2.02%+1,048Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 29,154 shares; 2025Q2: 29,199 shares; 2025Q3: 29,952 shares; 2025Q4: 30,068 shares; 2026Q1: 34,917 shares; 2026Q2: 35,639 shares 35,639$2.78M1.93%+722Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,572 shares; 2025Q2: 40,697 shares; 2025Q3: 41,967 shares; 2025Q4: 44,894 shares; 2026Q1: 49,544 shares; 2026Q2: 51,464 shares 51,464$2.34M1.63%+1,920Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,227 shares; 2025Q2: 39,412 shares; 2025Q3: 39,024 shares; 2025Q4: 42,351 shares; 2026Q1: 39,749 shares; 2026Q2: 43,894 shares 43,894$2.27M1.58%+4,145Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,443 shares; 2025Q2: 26,647 shares; 2025Q3: 30,911 shares; 2025Q4: 36,190 shares; 2026Q1: 45,824 shares; 2026Q2: 48,153 shares 48,153$1.99M1.38%+2,329Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,750 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,875 shares; 2026Q1: 1,935 shares; 2026Q2: 1,944 shares 1,944$1.46M1.01%+9Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,852 shares; 2025Q2: 7,888 shares; 2025Q3: 7,986 shares; 2025Q4: 7,981 shares; 2026Q1: 6,203 shares; 2026Q2: 6,203 shares 6,203$1.35M0.94%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,293 shares; 2025Q2: 24,963 shares; 2025Q3: 25,035 shares; 2025Q4: 25,433 shares; 2026Q1: 26,492 shares; 2026Q2: 25,364 shares 25,364$1.33M0.93%-1,128Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 4,535 shares; 2026Q2: 4,535 shares 4,535$1.1M0.77%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,000 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480$745K0.52%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 3,009 shares 3,009$731K0.51%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,945 shares; 2025Q2: 6,019 shares; 2025Q3: 7,930 shares; 2025Q4: 9,341 shares; 2026Q1: 15,280 shares; 2026Q2: 15,919 shares 15,919$640K0.45%+639Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares 1,665$621K0.43%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,560 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares; 2026Q2: 5,560 shares 5,560$578K0.4%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,337 shares; 2025Q2: 8,337 shares; 2025Q3: 8,337 shares; 2025Q4: 8,324 shares; 2026Q1: 6,889 shares; 2026Q2: 6,889 shares 6,889$544K0.38%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,627 shares 1,627$458K0.32%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,459 shares; 2025Q2: 6,259 shares; 2025Q3: 6,656 shares; 2025Q4: 6,178 shares; 2026Q1: 4,546 shares; 2026Q2: 4,566 shares 4,566$440K0.31%+20Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,148 shares; 2025Q3: 1,748 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares; 2026Q2: 3,598 shares 3,598$387K0.27%+1,350Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,433 shares; 2026Q1: 1,321 shares; 2026Q2: 1,321 shares 1,321$382K0.27%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,012 shares; 2025Q2: 6,137 shares; 2025Q3: 6,241 shares; 2025Q4: 6,307 shares; 2026Q1: 3,676 shares; 2026Q2: 3,811 shares 3,811$377K0.26%+135Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,481 shares; 2026Q2: 1,481 shares 1,481$350K0.24%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 2,875 shares; 2026Q2: 1,350 shares 1,350$345K0.24%-1,525Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares; 2026Q2: 4,320 shares 4,320$302K0.21%0Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,639 shares; 2025Q4: 3,639 shares; 2026Q1: 3,639 shares; 2026Q2: 3,639 shares 3,639$298K0.21%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,928 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,954 shares; 2026Q1: 4,060 shares; 2026Q2: 4,020 shares 4,020$295K0.21%-40Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,931 shares; 2025Q2: 4,931 shares; 2025Q3: 4,931 shares; 2025Q4: 4,931 shares; 2026Q1: 4,936 shares; 2026Q2: 4,936 shares 4,936$295K0.21%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares; 2026Q2: 1,886 shares 1,886$273K0.19%-1Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,948 shares; 2025Q2: 8,948 shares; 2025Q3: 7,468 shares; 2025Q4: 7,468 shares; 2026Q1: 3,718 shares; 2026Q2: 3,468 shares 3,468$260K0.18%-250Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,180 shares; 2025Q2: 8,730 shares; 2025Q3: 8,730 shares; 2025Q4: 8,810 shares; 2026Q1: 9,010 shares; 2026Q2: 9,010 shares 9,010$250K0.17%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,932 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares; 2026Q1: not reported; 2026Q2: 3,197 shares 3,197$228K0.16%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares; 2026Q2: 1,583 shares 1,583$216K0.15%-76Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,433 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: 2,433 shares; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433$200K0.14%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CMCSACOMCAST CORP NEW7,191$206Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-008869 base2026-07-24acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-008869 Quarter ended 2026-06-302026-07-24acceptance time not in the bulk data set
13F-HR 0001214659-26-004566 Quarter ended 2026-03-312026-04-13acceptance time not in the bulk data set
13F-HR 0002064883-26-000001 Quarter ended 2025-12-312026-01-30acceptance time not in the bulk data set
13F-HR 0002064883-25-000003 Quarter ended 2025-09-302025-11-10acceptance time not in the bulk data set
13F-HR 0002064883-25-000002 Quarter ended 2025-06-302025-07-23acceptance time not in the bulk data set
13F-HR 0002064883-25-000001 Quarter ended 2025-03-312025-05-01acceptance time not in the bulk data set