WoodTrust Financial Corp

CIK 0001725247 • 6 13F filings • Apr 23, 2025 – Jul 27, 2026

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Filer information

Filed by: WoodTrust Financial Corp, SVP & Chief Investment Officer
Address: 181 2ND STREET SOUTH, PO BOX 8000, WISCONSIN RAPIDS, WI, 54495-8000
Phone: 715-422-0225
AUM: $857K

AUM over time

$825K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $714K1 positionsView on SEC.gov

			% of Portfolio
AAR CORP COM	COMMON	$210	0.0%	3,750 SH
ABBOTT LABS COM	COMMON	$793	0.1%	5,972 SH
ABBVIE INC COM	COMMON	$1K	0.1%	4,929 SH
ACCENTURE PLC IRELAND SHS CLASS A	COMMON	$2K	0.2%	5,600 SH
ADOBE INC COM	COMMON	$215	0.0%	560 SH
ALLIANT ENERGY CORP COM	COMMON	$328	0.0%	5,101 SH
ALPHABET INC CAP STK CL A	COMMON	$14K	1.9%	87,858 SH
ALPHABET INC CAP STK CL C	COMMON	$8K	1.2%	52,778 SH
AMAZON COM INC COM	COMMON	$22K	3.1%	117,223 SH
AMERICAN EXPRESS CO COM	COMMON	$11K	1.5%	40,985 SH
AMETEK INC COM	COMMON	$2K	0.3%	11,843 SH
AMGEN INC COM	COMMON	$2K	0.3%	7,156 SH
AON PLC SHS CL A	COMMON	$2K	0.3%	6,085 SH
APPLE INC COM	COMMON	$21K	3.0%	96,249 SH
APPLIED MATLS INC COM	COMMON	$11K	1.5%	73,423 SH
ASSOCIATED BANC CORP COM	COMMON	$393	0.1%	17,453 SH
BANK AMERICA CORP COM	COMMON	$648	0.1%	15,527 SH
BANK MONTREAL QUE COM	COMMON	$285	0.0%	2,988 SH
BANK NEW YORK MELLON CORP COM	COMMON	$218	0.0%	2,602 SH
BERKSHIRE HATHAWAY INC DEL CL A	COMMON	$14K	2.0%	18 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	COMMON	$31K	4.3%	57,739 SH
BILL HOLDINGS INC COM	COMMON	$821	0.1%	17,900 SH
BLACKSTONE INC COM	COMMON	$2K	0.2%	11,350 SH
BLOCK INC CL A	COMMON	$898	0.1%	16,535 SH
BOEING CO COM	COMMON	$244	0.0%	1,431 SH
BRISTOL-MYERS SQUIBB CO COM	COMMON	$348	0.0%	5,706 SH
BROADCOM INC COM	COMMON	$645	0.1%	3,855 SH
CAPITAL ONE FINL CORP COM	COMMON	$287	0.0%	1,601 SH
CASELLA WASTE SYS INC CL A	COMMON	$251	0.0%	2,250 SH
CHEVRON CORP NEW COM	COMMON	$7K	1.0%	44,301 SH
CHUBB LIMITED COM	COMMON	$295	0.0%	977 SH
CISCO SYS INC COM	COMMON	$954	0.1%	15,466 SH
CME GROUP INC COM	COMMON	$438	0.1%	1,650 SH
COCA COLA CO COM	COMMON	$699	0.1%	9,750 SH
COSTAR GROUP INC COM	COMMON	$2K	0.3%	25,190 SH
COSTCO WHSL CORP NEW COM	COMMON	$11K	1.5%	11,400 SH
CURTISS WRIGHT CORP COM	COMMON	$238	0.0%	750 SH
DEERE & CO COM	COMMON	$8K	1.1%	16,106 SH
DESCARTES SYS GROUP INC COM	COMMON	$1K	0.2%	10,900 SH
DEXCOM INC COM	COMMON	$1K	0.2%	20,900 SH
DIMENSIONAL ETF TRUST US MKTWIDE VALUE	OTHER	$415	0.1%	10,081 SH
DIMENSIONAL ETF TRUST US TARGETED VLU	OTHER	$548	0.1%	10,648 SH
DISNEY WALT CO COM	COMMON	$9K	1.3%	96,158 SH
DUTCH BROS INC CL A	COMMON	$500	0.1%	8,100 SH
DYNATRACE INC COM NEW	COMMON	$224	0.0%	4,750 SH
ECOLAB INC COM	COMMON	$3K	0.4%	10,615 SH
ELI LILLY & CO COM	COMMON	$2K	0.2%	1,932 SH
EMERSON ELEC CO COM	COMMON	$621	0.1%	5,656 SH
EXXON MOBIL CORP COM	COMMON	$982	0.1%	8,260 SH
FASTENAL CO COM	COMMON	$3K	0.4%	34,400 SH
FIDELITY NATL INFORMATION SV COM	COMMON	$289	0.0%	3,875 SH
FISERV INC COM	COMMON	$576	0.1%	2,607 SH
FORD MTR CO COM	COMMON	$219	0.0%	21,836 SH
GE AEROSPACE COM NEW	COMMON	$1K	0.1%	5,159 SH
GE VERNOVA INC COM	COMMON	$847	0.1%	2,773 SH
GENERAC HLDGS INC COM	COMMON	$2K	0.3%	15,400 SH
GENERAL DYNAMICS CORP COM	COMMON	$6K	0.9%	22,999 SH
GILEAD SCIENCES INC COM	COMMON	$677	0.1%	6,042 SH
GOLDMAN SACHS GROUP INC COM	COMMON	$9K	1.2%	16,056 SH
GRAYSCALE BITCOIN MINI TR ET SHS NEW	OTHER	$315	0.0%	8,636 SH
GUIDEWIRE SOFTWARE INC COM	COMMON	$1K	0.2%	6,100 SH
HOME DEPOT INC COM	COMMON	$10K	1.5%	28,400 SH
HONEYWELL INTL INC COM	COMMON	$6K	0.8%	28,473 SH
HOWMET AEROSPACE INC COM	COMMON	$796	0.1%	6,133 SH
INSULET CORP COM	COMMON	$700	0.1%	2,665 SH
INTERCONTINENTAL EXCHANGE IN COM	COMMON	$2K	0.2%	9,800 SH
INTERNATIONAL BUSINESS MACHS COM	COMMON	$2K	0.2%	6,434 SH
INTUITIVE SURGICAL INC COM NEW	COMMON	$2K	0.3%	4,460 SH
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT	OTHER	$715	0.1%	4,130 SH
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY	OTHER	$378	0.1%	5,699 SH
INVESCO QQQ TR UNIT SER 1	OTHER	$2K	0.3%	4,464 SH
IRHYTHM TECHNOLOGIES INC COM	COMMON	$1K	0.2%	10,675 SH
ISHARES TR CORE S&P SCP ETF	OTHER	$357	0.1%	3,417 SH
ISHARES TR CORE S&P500 ETF	OTHER	$235	0.0%	419 SH
ISHARES TR ESG MSCI KLD 400	OTHER	$1K	0.2%	12,018 SH
ISHARES TR MSCI EAFE ETF	OTHER	$78K	11.0%	957,924 SH
ISHARES TR RUS 2000 GRW ETF	OTHER	$23K	3.2%	90,425 SH
ISHARES TR RUS 2000 VAL ETF	OTHER	$25K	3.4%	162,948 SH
ISHARES TR SELECT DIVID ETF	OTHER	$318	0.0%	2,368 SH
JOHNSON & JOHNSON COM	COMMON	$18K	2.5%	108,830 SH
JPMORGAN CHASE & CO. COM	COMMON	$20K	2.7%	79,564 SH
KIMBERLY-CLARK CORP COM	COMMON	$552	0.1%	3,882 SH
LINDE PLC SHS	COMMON	$2K	0.3%	5,065 SH
LOWES COS INC COM	COMMON	$2K	0.3%	8,565 SH
LPL FINL HLDGS INC COM	COMMON	$230	0.0%	702 SH
MCDONALDS CORP COM	COMMON	$879	0.1%	2,812 SH
META PLATFORMS INC CL A	COMMON	$514	0.1%	891 SH
MICROSOFT CORP COM	COMMON	$24K	3.4%	63,772 SH
MONDAY COM LTD SHS	COMMON	$255	0.0%	1,050 SH
MONDELEZ INTL INC CL A	COMMON	$251	0.0%	3,696 SH
MONGODB INC CL A	COMMON	$903	0.1%	5,150 SH
MUELLER INDS INC COM	COMMON	$236	0.0%	3,106 SH
NEOGEN CORP COM	COMMON	$530	0.1%	61,100 SH
NIKE INC CL B	COMMON	$7K	1.0%	111,179 SH
NORTHROP GRUMMAN CORP COM	COMMON	$6K	0.9%	12,521 SH
NOVANTA INC COM	COMMON	$311	0.0%	2,433 SH
NVIDIA CORPORATION COM	COMMON	$918	0.1%	8,468 SH
ORACLE CORP COM	COMMON	$503	0.1%	3,600 SH
OREILLY AUTOMOTIVE INC COM	COMMON	$2K	0.3%	1,485 SH
PACER FDS TR US CASH COWS 100	OTHER	$246	0.0%	4,500 SH
PAYPAL HLDGS INC COM	COMMON	$10K	1.5%	159,365 SH
PEPSICO INC COM	COMMON	$11K	1.5%	71,000 SH
PFIZER INC COM	COMMON	$3K	0.5%	126,923 SH
PROCORE TECHNOLOGIES INC COM	COMMON	$215	0.0%	3,250 SH
PROCTER AND GAMBLE CO COM	COMMON	$1K	0.2%	7,821 SH
PROSHARES TR PSHS ULT S&P 500	OTHER	$1K	0.1%	12,268 SH
PSB HLDGS INC WIS COM	COMMON	$712	0.1%	27,699 SH
PURE STORAGE INC CL A	COMMON	$1K	0.2%	33,695 SH
RB GLOBAL INC COM	COMMON	$3K	0.5%	32,405 SH
REMITLY GLOBAL INC COM	COMMON	$385	0.1%	18,500 SH
RESMED INC COM	COMMON	$2K	0.2%	7,580 SH
ROCKWELL AUTOMATION INC COM	COMMON	$2K	0.2%	6,175 SH
RTX CORPORATION COM	COMMON	$275	0.0%	2,075 SH
RYAN SPECIALTY HOLDINGS INC CL A	COMMON	$1K	0.2%	17,850 SH
S&P GLOBAL INC COM	COMMON	$2K	0.2%	3,024 SH
SALESFORCE INC COM	COMMON	$15K	2.2%	57,572 SH
SELECT SECTOR SPDR TR SBI HEALTHCARE	OTHER	$6K	0.8%	39,102 SH
SELECT SECTOR SPDR TR TECHNOLOGY	OTHER	$223	0.0%	1,078 SH
SERVICENOW INC COM	COMMON	$295	0.0%	370 SH
SPDR S&P 500 ETF TR TR UNIT	OTHER	$1K	0.2%	2,395 SH
SPDR SERIES TRUST S&P DIVID ETF	OTHER	$257	0.0%	1,894 SH
STARBUCKS CORP COM	COMMON	$8K	1.1%	76,740 SH
STORA ENSO OYJ SPON ADR REP R	COMMON	$753	0.1%	80,000 SH
STRYKER CORPORATION COM	COMMON	$2K	0.3%	5,864 SH
TEXAS INSTRS INC COM	COMMON	$429	0.1%	2,384 SH
THE CIGNA GROUP COM	COMMON	$201	0.0%	610 SH
TOAST INC CL A	COMMON	$1K	0.2%	45,000 SH
TOTALENERGIES SE SPONSORED ADS	COMMON	$380	0.1%	5,875 SH
TRANSDIGM GROUP INC COM	COMMON	$3K	0.4%	2,100 SH
TYLER TECHNOLOGIES INC COM	COMMON	$320	0.0%	550 SH
UBER TECHNOLOGIES INC COM	COMMON	$2K	0.3%	24,500 SH
UL SOLUTIONS INC CLASS A COM SHS	COMMON	$338	0.0%	6,000 SH
UNILEVER PLC SPON ADR NEW	COMMON	$259	0.0%	4,350 SH
UNION PAC CORP COM	COMMON	$635	0.1%	2,688 SH
UNITEDHEALTH GROUP INC COM	COMMON	$13K	1.8%	24,119 SH
VANGUARD BD INDEX FDS INTERMED TERM	OTHER	$499	0.1%	6,519 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	OTHER	$638	0.1%	8,155 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	OTHER	$478	0.1%	6,512 SH
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF	OTHER	$236	0.0%	4,840 SH
VANGUARD INDEX FDS GROWTH ETF	OTHER	$4K	0.5%	9,967 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	OTHER	$27K	3.8%	112,333 SH
VANGUARD INDEX FDS MCAP VL IDXVIP	OTHER	$28K	4.0%	176,059 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	OTHER	$15K	2.2%	30,068 SH
VANGUARD INDEX FDS SM CP VAL ETF	OTHER	$466	0.1%	2,504 SH
VANGUARD INDEX FDS SML CP GRW ETF	OTHER	$431	0.1%	1,712 SH
VANGUARD INDEX FDS TOTAL STK MKT	OTHER	$4K	0.6%	14,535 SH
VANGUARD INDEX FDS VALUE ETF	OTHER	$3K	0.4%	18,105 SH
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	OTHER	$24K	3.4%	539,980 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	OTHER	$596	0.1%	7,551 SH
VANGUARD STAR FDS VG TL INTL STK F	OTHER	$4K	0.5%	60,319 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	OTHER	$551	0.1%	4,272 SH
VERISK ANALYTICS INC COM	COMMON	$7K	1.1%	25,198 SH
VERIZON COMMUNICATIONS INC COM	COMMON	$311	0.0%	6,867 SH
VISA INC COM CL A	COMMON	$1K	0.2%	3,491 SH
VORTEX ENERGY CORP COM	COMMON	$2	0.0%	40,000 SH
WABTEC COM	COMMON	$2K	0.2%	9,786 SH
WALMART INC COM	COMMON	$13K	1.8%	145,562 SH
WASTE MGMT INC DEL COM	COMMON	$9K	1.3%	39,329 SH
WEC ENERGY GROUP INC COM	COMMON	$576	0.1%	5,289 SH
WELLS FARGO CO NEW COM	COMMON	$442	0.1%	6,160 SH
WOODWARD INC COM	COMMON	$674	0.1%	3,692 SH
WORKDAY INC CL A	COMMON	$2K	0.2%	6,750 SH
ZOETIS INC CL A	COMMON	$1K	0.2%	8,130 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001725247-26-000001	$857K	View
Oct 9, 2026	Q3 2026	13F-HR	0001725247-26-000008	$825K	View
Oct 28, 2025	Q3 2025