13F Filings History of Wood Tarver Financial Group, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$356,070,000
Signature - Title
Rod Ehrlich - Consultant
Location
Boise, ID
Summary
This page shows a list of all the recent 13F filings made by Wood Tarver Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wood Tarver Financial Group, LLC reported 151 stock holdings with total value $356,070,000 as of Q4 2025. Top holdings included VTI, CGSD, CGCP, CGDV, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 151 $356,070,000 +$41,594,864 -$30,729,919 +$10,864,945 VTI, CGSD, CGCP, CGDV, QUAL 13F-HR 12 Feb 2026, 13:46
Q3 2025 151 $338,866,000 +$12,299,049 -$22,196,444 -$9,897,395 VTI, CGCP, CGDV, VCSH, QUAL 13F-HR 13 Nov 2025, 21:54
Q2 2025 585 $332,256,000 +$42,332,633 -$36,930,665 +$5,401,968 VTI, CGCP, CGDV, VCSH, DOCT 13F-HR 12 Aug 2025, 11:40
Q1 2025 702 $307,087,009 +$28,006,010 -$14,154,374 +$13,851,636 VTI, CGCP, DAUG, VCSH, CGDV 13F-HR 29 Apr 2025, 16:31
Q4 2024 583 $299,061,000 $0 $0 $0 VTI, CGCP, DAUG, VCSH, CGDV 13F-HR 06 Mar 2025, 15:03