Long-term investor
Woodside Wealth Management LLC @woodsidewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064883).
Record
- Tracked since 2025-06-30 (474 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days -2.5% · 6 months +5.8% · 1 year +15.7% · all +15.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 23.9% · long · since 2025-09-30
- 78464A474 · 10.3% · long · since 2025-09-30
- 922908736 · 7.8% · long · since 2025-09-30
- 25434V708 · 6.7% · long · since 2025-09-30
- 46137V613 · 6.6% · long · since 2025-09-30
- 46641Q837 · 5.0% · long · since 2025-09-30
- 02079K107 · 3.9% · long · since 2025-09-30
- GOOGL · 3.9% · long · since 2025-09-30
- 922908769 · 3.5% · long · since 2025-09-30
- 46429B697 · 2.7% · long · since 2025-09-30
- 808524797 · 2.4% · long · since 2025-09-30
- 25434V724 · 2.3% · long · since 2025-09-30