Woodtrust Financial
$842M 13F equity value
196 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Woodtrust Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EFA | ISHARES TR MSCI EAFE ETF | 961,159 | $100M | 11.9% |
| AMAT | APPLIED MATLS INC COM | 60,159 | $43M | 5.2% |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 556,067 | $33M | 3.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 63,052 | $32M | 3.7% |
| IWN | ISHARES TR RUS 2000 VAL ETF | 132,146 | $29M | 3.5% |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | 146,282 | $29M | 3.4% |
| IWO | ISHARES TR RUS 2000 GRW ETF | 72,513 | $29M | 3.4% |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | 92,394 | $28M | 3.4% |
| JPM | JPMORGAN CHASE & CO COM | 84,705 | $28M | 3.3% |
| GOOGL | ALPHABET INC CAP STK CL A | 72,155 | $26M | 3.1% |
Track Woodtrust Financial's 13F portfolio: $842M in reported holdings, 196 positions. Top holdings and quarterly changes on SentiSense.
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