Woodard & Co Asset Management Group Inc /Adv
$694M 13F equity value
181 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Woodard & Co Asset Management Group Inc /Adv 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 |
|---|---|---|---|---|
| BKLC | BNY MELLON ETF TRUST | 390,319 | $56M | 8.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 61,350 | $46M | 6.6% |
| IWF | ISHARES TR | 343,894 | $43M | 6.2% |
| SPTM | SPDR SERIES TRUST | 420,062 | $38M | 5.5% |
| VV | VANGUARD INDEX FDS | 81,738 | $28M | 4.1% |
| FDVV | FIDELITY COVINGTON TRUST | 433,835 | $26M | 3.8% |
| UTEN | RBB FD INC | 598,332 | $26M | 3.7% |
| ILCV | ISHARES TR | 236,017 | $24M | 3.4% |
| IWD | ISHARES TR | 93,413 | $23M | 3.3% |
| VMBS | VANGUARD SCOTTSDALE FDS | 436,568 | $20M | 2.9% |
Track Woodard & Co Asset Management Group Inc /Adv's 13F portfolio: $694M in reported holdings, 181 positions. Top holdings and quarterly changes on SentiSense.
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