SEC Form 13F · Q2 2026

Woodside Wealth Management LLC

Institutional Holdings Report

13F-HRMA
$143.5M
Portfolio Value
45
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Woodside Wealth Management LLC
CIK
2064883
Accession No.
0001214659-26-008869
Location
FRAMINGHAM, MA
Form Type
13F-HR
Portfolio Value
$143.5M
Holdings Reported
45
Reporting Period
Q2 2026
Filed
July 24, 2026

About this Filing

Woodside Wealth Management LLC is an institutional investment manager based in FRAMINGHAM, MA reporting approximately $143.5M in 13(f) securities across 45 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.