13F Filings History of WOODWARD DIVERSIFIED CAPITAL, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$218,314,558
Signature - Title
Tom Woodward - Partner, Chief Compliance Officer
Location
Bakersfield, CA
Summary
This page shows a list of all the recent 13F filings made by WOODWARD DIVERSIFIED CAPITAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WOODWARD DIVERSIFIED CAPITAL, LLC reported 184 stock holdings with total value $218,314,558 as of Q4 2025. Top holdings included RS, AAPL, GNLX, XOM, and WFC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 184 $218,314,558 +$12,246,760 -$11,701,349 +$545,411 RS, AAPL, GNLX, XOM, WFC 13F-HR 14 Jan 2026, 10:47
Q3 2025 182 $214,692,568 +$17,335,277 -$13,739,631 +$3,595,646 RS, AAPL, GNLX, CVX, NVDA 13F-HR 21 Oct 2025, 17:17
Q2 2025 172 $197,703,346 +$51,193,958 -$5,708,316 +$45,485,642 RS, AAPL, NVDA, XOM, CVX 13F-HR 18 Jul 2025, 15:56
Q1 2025 136 $141,312,807 +$8,867,031 -$4,611,223 +$4,255,808 RS, AAPL, XOM, WFC, NVDA 13F-HR 02 May 2025, 13:20
Q4 2024 132 $136,076,086 +$25,895,192 -$50,694,268 -$24,799,076 RS, AAPL, NVDA, XOM, WFC 13F-HR 28 Jan 2025, 12:23
Q3 2024 160 $157,593,183 +$5,108,111 -$24,407,994 -$19,299,883 AAPL, XOM, NVDA, CVX, WFC 13F-HR 31 Oct 2024, 17:38
Q2 2024 159 $170,511,663 +$22,026,692 -$6,940,260 +$15,086,432 AAPL, MSFT, NVDA, CVX, XOM 13F-HR 30 Jul 2024, 17:33
Q1 2024 151 $160,344,463 +$11,653,465 -$12,682,938 -$1,029,473 AAPL, MSFT, CVX, XOM, GNLX 13F-HR 30 Apr 2024, 14:19
Q4 2023 157 $158,563,011 +$24,376,352 -$15,523,590 +$8,852,762 GNLX, AAPL, CVX, MSFT, XOM 13F-HR 14 Feb 2024, 09:44
Q3 2023 152 $138,838,090 +$17,862,672 -$9,154,951 +$8,707,721 AAPL, CVX, XOM, MSFT, WFC 13F-HR 01 Nov 2023, 10:11
Q2 2023 147 $132,541,939 +$9,978,015 -$10,334,161 -$356,146 AAPL, CVX, MSFT, XOM, WFC 13F-HR 07 Aug 2023, 12:43
Q1 2023 140 $127,247,102 +$8,509,082 -$6,981,569 +$1,527,513 AAPL, CVX, XOM, MSFT, BSV 13F-HR 03 May 2023, 15:30
Q4 2022 138 $124,222,005 +$10,422,885 -$16,436,214 -$6,013,329 CVX, AAPL, XOM, BSV, MSFT 13F-HR 07 Feb 2023, 13:42
Q3 2022 135 $121,359,000 +$14,031,176 -$13,807,556 +$223,620 BSV, AAPL, CVX, XOM, MSFT 13F-HR 01 Nov 2022, 11:06
Q2 2022 137 $130,806,000 +$12,339,402 -$15,754,003 -$3,414,601 AAPL, BSV, CVX, XOM, MSFT 13F-HR 26 Jul 2022, 16:17
Q1 2022 156 $152,908,000 +$21,321,089 -$39,926,008 -$18,604,919 AAPL, CVX, MSFT, XOM, BSV 13F-HR 14 Apr 2022, 15:32
Q4 2021 195 $169,917,000 +$19,731,266 -$18,957,013 +$774,253 AAPL, MSFT, CVX, AMZN, RDVY 13F-HR 28 Jan 2022, 10:24
Q3 2021 187 $159,436,000 +$13,110,519 -$23,054,167 -$9,943,648 AAPL, MSFT, CVX, AMZN, XOM 13F-HR 04 Nov 2021, 16:03
Q2 2021 214 $175,190,000 +$26,366,380 -$32,189,042 -$5,822,662 AAPL, CVX, AMZN, MSFT, XOM 13F-HR 19 Jul 2021, 15:08
Q1 2021 207 $169,980,000 +$28,328,241 -$21,439,316 +$6,888,925 AAPL, CVX, AMZN, MSFT, BABA Restatement 17 May 2021, 17:25
Q4 2020 161 $154,047,000 $0 $0 $0 AAPL, CVX, AMZN, BABA, MSFT 13F-HR 16 Feb 2021, 13:28