13F Filings History of Woodside Wealth Management LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$133,985,073
Signature - Title
Matthew Costa - Senior Financial Advisor
Location
Framingham, MA
Summary
This page shows a list of all the recent 13F filings made by Woodside Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Woodside Wealth Management LLC reported 83 stock holdings with total value $133,985,073 as of Q4 2025. Top holdings included VOO, SPSB, VUG, DFAC, and PRF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $133,985,073 +$3,174,392 -$272,840 +$2,901,552 VOO, SPSB, VUG, DFAC, PRF 13F-HR 30 Jan 2026, 12:08
Q3 2025 80 $126,851,385 +$2,471,195 -$170,224 +$2,300,971 VOO, SPSB, VUG, DFAC, PRF 13F-HR 10 Nov 2025, 13:24
Q2 2025 77 $116,199,310 +$1,327,616 -$411,761 +$915,855 VOO, SPSB, VUG, DFAC, PRF 13F-HR 23 Jul 2025, 07:49
Q1 2025 76 $107,873,251 $0 $0 $0 VOO, SPSB, VUG, DFAC, PRF 13F-HR 01 May 2025, 14:51