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Woodside Wealth Management LLC

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13F filer, CIK 2064883, FRAMINGHAM, MA

Woodside Wealth Management LLC reported $128,009,382 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 74.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-004566

Period
2026-03-31
Reported value
$128M
Holdings
44
Top 10 weight
74.18%
New
1
Sold out
40

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JPSTadded+40,870$2.07M
SPSBadded+25,485$766K
BSVadded+4,849$380K
DFAIadded+9,634$375K
XOMnew+1,659$281K

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
VOOreduced-2,357-$1.41M
VUGreduced-1,059-$463K
VXUSreduced-5,597-$432K
SPYMexited-4,447-$357K
VTVreduced-1,778-$349K

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, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-004566, largest first. % of portfolio is the value over $128,009,382, 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; 2024Q2: restricted; 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 49,427$29.5M23.07%-2,357Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 505,290$15.2M11.87%+25,485Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 21,234$9.27M7.25%-1,059Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 220,439$8.57M6.69%+420Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 174,410$8.29M6.48%+4,705Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 126,955$6.43M5.02%+40,870Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,645$4.77M3.73%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,400$4.72M3.68%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,528$4.34M3.39%+181Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 41,479$3.85M3.01%-3,509Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 99,496$3.05M2.38%-9,585Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 62,321$3.02M2.36%-404Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,410$2.79M2.18%-951Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 34,917$2.74M2.14%+4,849Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 32,813$2.53M1.98%-5,597Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 49,544$2.26M1.77%+4,650Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 39,749$1.79M1.4%-2,602Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 45,824$1.79M1.39%+9,634Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 26,492$1.39M1.09%+1,059Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,935$1.26M0.99%+60Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,203$1.22M0.95%-1,778Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,535$969K0.76%-130Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,009$654K0.51%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,665$616K0.48%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,480$615K0.48%-170Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,889$546K0.43%-1,435Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,560$540K0.42%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,280$517K0.4%+5,939Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,546$403K0.32%-1,632Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627$394K0.31%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 2,875 shares 2,875$391K0.31%-625Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,676$365K0.29%-2,631Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,321$335K0.26%-112Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,481$319K0.25%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,060$299K0.23%+106Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659$281K0.22%newTimeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,718$272K0.21%-3,750Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,320$270K0.21%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,936$267K0.21%+5Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,639$262K0.2%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,248$239K0.19%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares 1,887$224K0.17%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,010$223K0.17%+200Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,191 shares; 2026Q1: 7,191 shares 7,191$206K0.16%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPYMSPDR SERIES TRUST4,447$357Kshares
VEAVANGUARD TAX-MANAGED FDS2,932$183Kshares
DFASDIMENSIONAL ETF TRUST2,433$170Kshares
SPBOSPDR SERIES TRUST5,483$161Kshares
IJHISHARES TR2,125$140Kshares
VGSHVANGUARD SCOTTSDALE FDS2,300$135Kshares
VBVANGUARD INDEX FDS497$128Kshares
VTEBVANGUARD MUN BD FDS2,532$127Kshares
FNDFSCHWAB STRATEGIC TR2,800$127Kshares
SPABSPDR SERIES TRUST4,233$109Kshares
SCHASCHWAB STRATEGIC TR3,586$102Kshares
VGITVANGUARD SCOTTSDALE FDS1,663$99.7Kshares
SPHYSPDR SERIES TRUST3,990$94.4Kshares
VGTVANGUARD WORLD FD109$82.2Kshares
LQDISHARES TR500$55.1Kshares
IWRISHARES TR560$53.9Kshares
ISTBISHARES TR1,067$52Kshares
EFGISHARES TR404$46Kshares
IBBISHARES TR240$40.5Kshares
VHTVANGUARD WORLD FD132$38Kshares
IWBISHARES TR99$37Kshares
VXFVANGUARD INDEX FDS164$34.3Kshares
EEMISHARES TR601$32.9Kshares
SPDWSPDR INDEX SHS FDS723$32.1Kshares
VSSVANGUARD INTL EQUITY INDEX F221$31.7Kshares
FNDXSCHWAB STRATEGIC TR1,106$30.1Kshares
TIPISHARES TR241$26.5Kshares
IWCISHARES TR158$24.8Kshares
IAUISHARES GOLD TR276$22.4Kshares
RWRSPDR SERIES TRUST213$20.9Kshares
SPTMSPDR SERIES TRUST242$20Kshares
SDYSPDR SERIES TRUST140$19.5Kshares
IEMGISHARES INC275$18.5Kshares
VNQIVANGUARD INTL EQUITY INDEX F335$15.4Kshares
SCHJSCHWAB STRATEGIC TR510$12.7Kshares
IUSBISHARES TR203$9.45Kshares
SCHGSCHWAB STRATEGIC TR268$8.74Kshares
SPEMSPDR INDEX SHS FDS167$7.82Kshares
SPSMSPDR SERIES TRUST156$7.31Kshares
SPMDSPDR SERIES TRUST66$3.82Kshares

How Q1 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 0001214659-26-004566 base2026-04-13acceptance time not in the bulk data set