Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Woodside Wealth Management LLC

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0002064883-25-000003

Total Value
$126.9M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836351,034$31.3M24.64%
2SPDR SER TR78464A474470,987$14.3M11.25%
3VANGUARD INDEX FDS92290873621,975$10.5M8.31%
4DIMENSIONAL ETF TRUST25434V708219,896$8.5M6.69%
5INVESCO EXCHANGE TRADED FD TIVZ170,000$7.7M6.06%
6VANGUARD INDEX FDS92290876913,332$4.4M3.45%
7ISHARES TR46429B69745,151$4.3M3.39%
8ALPHABET INCGOOG16,645$4.1M3.20%
9ALPHABET INCGOOG16,400$4.0M3.14%
10J P MORGAN EXCHANGE TRADED F46641Q83775,870$3.8M3.03%
11SCHWAB STRATEGIC TR808524797108,753$3.0M2.34%
12DIMENSIONAL ETF TRUST25434V72463,016$2.8M2.22%
13ISHARES TR46428780423,224$2.8M2.18%
14VANGUARD STAR FDS92190976836,942$2.7M2.14%
15VANGUARD BD INDEX FDS92193782729,952$2.4M1.86%
16FIDELITY MERRIMACK STR TR31618830941,967$1.9M1.53%
17DIMENSIONAL ETF TRUST25434V10439,024$1.8M1.41%
18VANGUARD INDEX FDS9229087447,986$1.5M1.17%
19ISHARES TR46428864625,035$1.3M1.05%
20ISHARES TR4642872001,805$1.2M0.95%
21DIMENSIONAL ETF TRUST25434V20330,911$1.1M0.89%
22ISHARES TR4642875984,665$949,7470.75%
23MICROSOFT CORPMSFT1,665$862,3870.68%
24VANGUARD SCOTTSDALE FDS92206C4098,337$666,3760.53%
25ISHARES TR4642876552,650$641,1940.51%
26VANGUARD INDEX FDS9229086113,009$628,0080.50%
27ISHARES TR4642872266,241$625,6600.49%
28VANGUARD INDEX FDS9229085536,656$608,4920.48%
29INVESCO EXCH TRADED FD TR IIIVZ7,468$548,7490.43%
30ISHARES TR4642874655,560$519,1370.41%
31INTERNATIONAL BUSINESS MACHSINTR1,647$464,7180.37%
32SPDR SER TR78464A8544,431$347,1250.27%
33VANGUARD SPECIALIZED FUNDS9219088441,481$319,5850.25%
34VANGUARD BD INDEX FDS9219378353,954$294,0590.23%
35APPLE INCAAPL1,115$283,9120.22%
36VANGUARD INTL EQUITY INDEX F9220428584,931$267,1620.21%
37DIMENSIONAL ETF TRUST25434V6253,639$261,7900.21%
38DIMENSIONAL ETF TRUST25434V6094,320$251,4670.20%
39DIMENSIONAL ETF TRUST25434V3027,930$250,0330.20%
40SCHWAB STRATEGIC TR8085248058,730$203,2340.16%
41ISHARES TR4642884141,748$186,1450.15%
42VANGUARD TAX-MANAGED FDS9219438582,932$175,6850.14%
43DIMENSIONAL ETF TRUST25434V5002,433$166,5630.13%
44SPDR SER TR78464A1445,483$162,4610.13%
45ISHARES TR4642875072,125$138,6780.11%
46VANGUARD SCOTTSDALE FDS92206C1022,300$135,3550.11%
47VANGUARD MUN BD FDS9229077462,532$126,7770.10%
48VANGUARD INDEX FDS922908751497$126,3770.10%
49SCHWAB STRATEGIC TR8085247552,800$120,2880.09%
50SPDR SER TR78464A6494,084$105,5710.08%
51SCHWAB STRATEGIC TR8085246073,586$100,0490.08%
52VANGUARD SCOTTSDALE FDS92206C7061,663$99,8300.08%
53FIDELITY COVINGTON TRUST3160926001,474$98,5660.08%
54SPDR SER TR78468R6063,990$95,5210.08%
55VANGUARD WORLD FD92204A702109$81,3830.06%
56FIDELITY COVINGTON TRUST316092808366$81,3140.06%
57ISHARES TR464287499560$54,0680.04%
58ISHARES TR46432F8591,012$49,4260.04%
59ISHARES TR464288885404$46,0080.04%
60ISHARES TR46428762299$36,1830.03%
61ISHARES TR464287556240$34,6490.03%
62VANGUARD WORLD FD92204A504132$34,2670.03%
63VANGUARD INDEX FDS922908652163$34,1220.03%
64VANGUARD INTL EQUITY INDEX F922042718221$31,5040.02%
65SPDR INDEX SHS FDS78463X889711$30,4240.02%
66SCHWAB STRATEGIC TR8085247711,041$27,3780.02%
67ISHARES TR464288869158$23,4820.02%
68SPDR SER TR78464A607213$21,3120.02%
69ISHARES GOLD TRIAU276$20,0850.02%
70SPDR SER TR78464A763140$19,6070.02%
71SPDR SER TR78464A805242$19,5170.02%
72ISHARES INC46434G103275$18,1280.01%
73VANGUARD INTL EQUITY INDEX F922042676335$15,9930.01%
74SCHWAB STRATEGIC TR808524714510$12,7220.01%
75ISHARES TR46428717690$10,0100.01%
76ISHARES TR46434V613203$9,4820.01%
77SCHWAB STRATEGIC TR808524300268$8,5520.01%
78SPDR INDEX SHS FDS78463X509167$7,8170.01%
79SPDR SER TR78468R853153$7,0870.01%
80SPDR SER TR78464A84766$3,7750.00%