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: $795K1 positionsView on SEC.gov

			% of Portfolio
AAR CORP COM	COMMON	$430	0.1%Prev: 0.1%	6,250 SH	Decreased
ABBOTT LABS COM	COMMON	$812	0.1%	5,972 SH	New
ABBVIE INC COM	COMMON	$914	0.1%Prev: 0.1%	4,929 SH	Decreased+407 SH
ACCENTURE PLC IRELAND SHS CLASS A	COMMON	$562	0.1%Prev: 0.0%	1,880 SH	Increased+459 SH
AEROVIRONMENT INC COM	COMMON	$641	0.1%Prev: 0.0%	2,250 SH	Increased+500 SH
ALPHABET INC CAP STK CL A	COMMON	$16K	2.0%Prev: 2.8%	89,190 SH	Decreased+13,432 SH
ALPHABET INC CAP STK CL C	COMMON	$9K	1.2%Prev: 1.6%	53,210 SH	Decreased+9,369 SH
AMAZON COM INC COM	COMMON	$26K	3.3%Prev: 3.0%	119,443 SH	Increased+6,864 SH
AMERICAN EXPRESS CO COM	COMMON	$13K	1.7%Prev: 1.5%	41,447 SH	Increased+3,578 SH
AMETEK INC COM	COMMON	$2K	0.3%Prev: 0.2%	11,843 SH	Increased+4,625 SH
AMGEN INC COM	COMMON	$2K	0.3%Prev: 0.3%	7,404 SH	Decreased+647 SH
AON PLC SHS CL A	COMMON	$2K	0.3%Prev: 0.1%	6,085 SH	Increased+4,735 SH
APPLE INC COM	COMMON	$20K	2.5%Prev: 2.9%	97,933 SH	Decreased+10,052 SH
APPLIED MATLS INC COM	COMMON	$14K	1.8%Prev: 2.9%	78,461 SH	Decreased+12,638 SH
ASSOCIATED BANC CORP COM	COMMON	$445	0.1%	18,261 SH	New
BANK AMERICA CORP COM	COMMON	$735	0.1%Prev: 0.1%	15,527 SH	Increased+1,235 SH
BANK MONTREAL QUE COM	COMMON	$309	0.0%	2,791 SH	New
BANK NEW YORK MELLON CORP COM	COMMON	$237	0.0%Prev: 0.0%	2,602 SH	Decreased
BERKSHIRE HATHAWAY INC DEL CL A	COMMON	$13K	1.6%Prev: 1.9%	18 SH	Decreased-2 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	COMMON	$28K	3.5%Prev: 3.3%	58,065 SH	Increased+5,280 SH
BILL HOLDINGS INC COM	COMMON	$1K	0.1%	25,700 SH	New
BLACKSTONE INC COM	COMMON	$2K	0.2%Prev: 0.1%	11,350 SH	Increased+6,850 SH
BOEING CO COM	COMMON	$2K	0.2%Prev: 0.2%	8,637 SH	Decreased-598 SH
BRISTOL-MYERS SQUIBB CO COM	COMMON	$272	0.0%Prev: 0.1%	5,879 SH	Decreased-547 SH
BROADCOM INC COM	COMMON	$1K	0.1%Prev: 0.1%	3,855 SH	Decreased+217 SH
CAPITAL ONE FINL CORP COM	COMMON	$341	0.0%Prev: 0.0%	1,601 SH	Increased
CARRIER GLOBAL CORPORATION COM	COMMON	$222	0.0%	3,040 SH	New
CASELLA WASTE SYS INC CL A	COMMON	$260	0.0%	2,250 SH	New
CATERPILLAR INC COM	COMMON	$240	0.0%Prev: 0.2%	617 SH	Decreased-1,602 SH
CHEVRON CORP NEW COM	COMMON	$7K	0.8%	46,912 SH	New
CHUBB LIMITED COM	COMMON	$303	0.0%	1,047 SH	New
CISCO SYS INC COM	COMMON	$992	0.1%Prev: 0.2%	14,297 SH	Decreased-777 SH
CLEARWATER ANALYTICS HLDGS I CL A	COMMON	$214	0.0%	9,750 SH	New
CME GROUP INC COM	COMMON	$455	0.1%Prev: 0.1%	1,650 SH	Decreased
COCA COLA CO COM	COMMON	$690	0.1%Prev: 0.1%	9,750 SH	Decreased-839 SH
COSTAR GROUP INC COM	COMMON	$2K	0.3%	25,190 SH	New
COSTCO WHSL CORP NEW COM	COMMON	$11K	1.4%	11,354 SH	New
CURTISS WRIGHT CORP COM	COMMON	$464	0.1%Prev: 0.1%	950 SH	Decreased
DEERE & CO COM	COMMON	$8K	1.0%Prev: 1.1%	16,066 SH	Decreased+697 SH
DESCARTES SYS GROUP INC COM	COMMON	$1K	0.1%	10,900 SH	New
DEXCOM INC COM	COMMON	$2K	0.2%Prev: 0.2%	21,200 SH	Increased-2,445 SH
DIMENSIONAL ETF TRUST US MKTWIDE VALUE	OTHER	$426	0.1%Prev: 0.1%	10,081 SH	Decreased-3,134 SH
DIMENSIONAL ETF TRUST US TARGETED VLU	OTHER	$575	0.1%Prev: 0.1%	10,648 SH	Decreased-2,203 SH
DISNEY WALT CO COM	COMMON	$12K	1.6%Prev: 1.2%	100,071 SH	Increased+4,312 SH
DUTCH BROS INC CL A	COMMON	$479	0.1%Prev: 0.0%	7,000 SH	Increased
DYNATRACE INC COM NEW	COMMON	$317	0.0%	5,750 SH	New
ECOLAB INC COM	COMMON	$3K	0.4%Prev: 0.4%	10,615 SH	Increased-22 SH
ELI LILLY & CO COM	COMMON	$2K	0.2%Prev: 0.3%	1,932 SH	Decreased-306 SH
EMERSON ELEC CO COM	COMMON	$754	0.1%Prev: 0.1%	5,656 SH	Increased
EXXON MOBIL CORP COM	COMMON	$880	0.1%Prev: 0.2%	8,159 SH	Decreased+69 SH
FASTENAL CO COM	COMMON	$3K	0.4%Prev: 0.5%	68,800 SH	Decreased-6,350 SH
FIDELITY NATL INFORMATION SV COM	COMMON	$338	0.0%	4,155 SH	New
FISERV INC COM	COMMON	$398	0.1%	2,307 SH	New
FORD MTR CO COM	COMMON	$240	0.0%	22,162 SH	New
GE AEROSPACE COM NEW	COMMON	$1K	0.2%Prev: 0.1%	5,187 SH	Increased+2,084 SH
GE VERNOVA INC COM	COMMON	$2K	0.3%Prev: 0.5%	4,090 SH	Decreased-166 SH
GENERAC HLDGS INC COM	COMMON	$967	0.1%Prev: 0.3%	6,750 SH	Decreased-5,625 SH
GENERAL DYNAMICS CORP COM	COMMON	$7K	0.9%Prev: 0.9%	23,410 SH	Decreased+2,079 SH
GILEAD SCIENCES INC COM	COMMON	$506	0.1%Prev: 0.1%	4,567 SH	Decreased+67 SH
GOLDMAN SACHS GROUP INC COM	COMMON	$11K	1.4%Prev: 0.3%	15,974 SH	Increased+13,242 SH
GRAYSCALE BITCOIN MINI TR ET SHS NEW	OTHER	$412	0.1%Prev: 0.0%	8,636 SH	Increased-1,153 SH
GUIDEWIRE SOFTWARE INC COM	COMMON	$1K	0.2%Prev: 0.0%	6,100 SH	Increased+3,750 SH
HOME DEPOT INC COM	COMMON	$11K	1.4%Prev: 1.2%	29,762 SH	Increased+914 SH
HONEYWELL INTL INC COM	COMMON	$7K	0.9%Prev: 0.9%	29,285 SH	Increased-149 SH
HOWMET AEROSPACE INC COM	COMMON	$1K	0.1%Prev: 0.2%	6,133 SH	Decreased
IDEXX LABS INC COM	COMMON	$7K	0.9%Prev: 0.8%	12,619 SH	Increased+928 SH
INSULET CORP COM	COMMON	$838	0.1%Prev: 0.1%	2,665 SH	Increased
INTERCONTINENTAL EXCHANGE IN COM	COMMON	$2K	0.2%Prev: 0.2%	9,750 SH	Increased-104 SH
INTERNATIONAL BUSINESS MACHS COM	COMMON	$2K	0.2%Prev: 0.2%	6,434 SH	Increased+875 SH
INTUITIVE SURGICAL INC COM NEW	COMMON	$2K	0.3%Prev: 0.2%	4,160 SH	Increased+990 SH
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT	OTHER	$751	0.1%	4,130 SH	New
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY	OTHER	$370	0.0%	5,195 SH	New
INVESCO QQQ TR UNIT SER 1	OTHER	$2K	0.3%Prev: 0.1%	4,512 SH	Increased+2,580 SH
IRHYTHM TECHNOLOGIES INC COM	COMMON	$2K	0.2%	10,675 SH	New
ISHARES BITCOIN TRUST ETF SHS BEN INT	OTHER	$224	0.0%	3,665 SH	New
ISHARES TR CORE S&P SCP ETF	OTHER	$349	0.0%Prev: 0.0%	3,194 SH	Increased+1,182 SH
ISHARES TR CORE S&P500 ETF	OTHER	$248	0.0%	399 SH	New
ISHARES TR ESG MSCI KLD 400	OTHER	$1K	0.2%Prev: 0.2%	12,256 SH	Decreased-936 SH
ISHARES TR MSCI EAFE ETF	OTHER	$91K	11.4%Prev: 12.4%	1,013,999 SH	Decreased+21,712 SH
ISHARES TR RUS 2000 GRW ETF	OTHER	$26K	3.3%Prev: 3.2%	90,725 SH	Increased+11,948 SH
ISHARES TR RUS 2000 VAL ETF	OTHER	$25K	3.2%Prev: 3.5%	160,669 SH	Decreased+18,264 SH
ISHARES TR SELECT DIVID ETF	OTHER	$314	0.0%Prev: 0.0%	2,368 SH	Decreased-144 SH
JOHNSON & JOHNSON COM	COMMON	$17K	2.2%Prev: 3.3%	112,203 SH	Decreased+9,006 SH
JPMORGAN CHASE & CO. COM	COMMON	$23K	2.9%	80,693 SH	New
LINDE PLC SHS	COMMON	$2K	0.3%Prev: 0.3%	5,045 SH	Decreased
LOWES COS INC COM	COMMON	$2K	0.2%Prev: 0.2%	8,565 SH	Decreased+500 SH
LPL FINL HLDGS INC COM	COMMON	$263	0.0%Prev: 0.0%	702 SH	Increased
MCDONALDS CORP COM	COMMON	$821	0.1%Prev: 0.1%	2,812 SH	Decreased+50 SH
META PLATFORMS INC CL A	COMMON	$658	0.1%Prev: 0.1%	891 SH	Increased-163 SH
MICROSOFT CORP COM	COMMON	$32K	4.0%Prev: 2.9%	64,323 SH	Increased+2,782 SH
MONDAY COM LTD SHS	COMMON	$330	0.0%	1,050 SH	New
MONDELEZ INTL INC CL A	COMMON	$249	0.0%	3,696 SH	New
MONGODB INC CL A	COMMON	$1K	0.1%Prev: 0.2%	5,400 SH	Decreased-750 SH
MUELLER INDS INC COM	COMMON	$247	0.0%Prev: 0.0%	3,106 SH	Decreased
NIKE INC CL B	COMMON	$9K	1.1%Prev: 1.0%	128,220 SH	Increased-24,184 SH
NORTHROP GRUMMAN CORP COM	COMMON	$6K	0.8%Prev: 1.0%	12,777 SH	Decreased+1,160 SH
NOVANTA INC COM	COMMON	$314	0.0%Prev: 0.1%	2,433 SH	Decreased-1,850 SH
NVIDIA CORPORATION COM	COMMON	$1K	0.2%Prev: 0.2%	8,797 SH	Decreased-1,233 SH
ORACLE CORP COM	COMMON	$925	0.1%	4,230 SH	New
OREILLY AUTOMOTIVE INC COM	COMMON	$2K	0.3%Prev: 0.3%	22,275 SH	Increased+1,075 SH
PACER FDS TR US CASH COWS 100	OTHER	$248	0.0%	4,500 SH	New
PALO ALTO NETWORKS INC COM	COMMON	$203	0.0%	990 SH	New
PAYPAL HLDGS INC COM	COMMON	$12K	1.5%Prev: 1.0%	159,150 SH	Increased-7,797 SH
PEPSICO INC COM	COMMON	$10K	1.2%Prev: 1.5%	73,085 SH	Decreased-1,390 SH
PFIZER INC COM	COMMON	$10K	1.2%Prev: 1.5%	403,117 SH	Decreased-1,421 SH
PROCORE TECHNOLOGIES INC COM	COMMON	$222	0.0%Prev: 0.0%	3,250 SH	Increased-350 SH
PROCTER AND GAMBLE CO COM	COMMON	$1K	0.2%	7,928 SH	New
PROSHARES TR PSHS ULT S&P 500	OTHER	$1K	0.2%Prev: 0.1%	12,268 SH	Increased-5,842 SH
PSB HLDGS INC WIS COM	COMMON	$821	0.1%Prev: 0.1%	34,373 SH	Decreased-1,000 SH
PURE STORAGE INC CL A	COMMON	$2K	0.2%	33,695 SH	New
RB GLOBAL INC COM	COMMON	$3K	0.4%Prev: 0.2%	32,405 SH	Increased+14,835 SH
REMITLY GLOBAL INC COM	COMMON	$347	0.0%	18,500 SH	New
RESMED INC COM	COMMON	$2K	0.2%Prev: 0.0%	7,680 SH	Increased+6,525 SH
ROCKWELL AUTOMATION INC COM	COMMON	$2K	0.3%Prev: 0.3%	6,175 SH	Decreased-360 SH
RTX CORPORATION COM	COMMON	$303	0.0%Prev: 0.0%	2,075 SH	Increased+673 SH
RYAN SPECIALTY HOLDINGS INC CL A	COMMON	$1K	0.2%Prev: 0.1%	17,850 SH	Increased
S&P GLOBAL INC COM	COMMON	$2K	0.2%	3,024 SH	New
SALESFORCE INC COM	COMMON	$16K	2.0%Prev: 0.8%	59,131 SH	Increased+26,699 SH
SCOTTS MIRACLE-GRO CO CL A	COMMON	$396	0.0%	6,000 SH	New
SELECT SECTOR SPDR TR SBI HEALTHCARE	OTHER	$393	0.0%	2,915 SH	New
SELECT SECTOR SPDR TR TECHNOLOGY	OTHER	$273	0.0%	1,078 SH	New
SERVICENOW INC COM	COMMON	$380	0.0%Prev: 0.7%	370 SH	Decreased-55,163 SH
SPDR S&P 500 ETF TR TR UNIT	OTHER	$2K	0.2%	2,455 SH	New
SPDR SERIES TRUST S&P DIVID ETF	OTHER	$257	0.0%	1,894 SH	New
SPX TECHNOLOGIES INC COM	COMMON	$268	0.0%Prev: 0.0%	1,600 SH	Decreased
STARBUCKS CORP COM	COMMON	$7K	0.9%Prev: 0.9%	79,149 SH	Increased+1,002 SH
STORA ENSO OYJ SPON ADR REP R	COMMON	$866	0.1%Prev: 0.1%	80,000 SH	Decreased+4,364 SH
STRYKER CORPORATION COM	COMMON	$2K	0.3%Prev: 0.2%	5,824 SH	Increased-64 SH
SWEETGREEN INC COM CL A	COMMON	$1K	0.1%	72,300 SH	New
TEXAS INSTRS INC COM	COMMON	$495	0.1%Prev: 0.0%	2,384 SH	Increased+550 SH
THE CIGNA GROUP COM	COMMON	$202	0.0%	610 SH	New
TOAST INC CL A	COMMON	$2K	0.3%Prev: 0.2%	45,000 SH	Increased-550 SH
TOTALENERGIES SE SPONSORED ADS	COMMON	$361	0.0%	5,875 SH	New
TRANSDIGM GROUP INC COM	COMMON	$3K	0.4%Prev: 0.3%	2,175 SH	Increased-150 SH
TYLER TECHNOLOGIES INC COM	COMMON	$326	0.0%Prev: 0.8%	550 SH	Decreased-16,838 SH
UBER TECHNOLOGIES INC COM	COMMON	$2K	0.3%Prev: 0.1%	25,300 SH	Increased+10,415 SH
UL SOLUTIONS INC CLASS A COM SHS	COMMON	$437	0.1%Prev: 0.1%	6,000 SH	Decreased-850 SH
UNILEVER PLC SPON ADR NEW	COMMON	$266	0.0%Prev: 0.0%	4,350 SH	Increased+485 SH
UNION PAC CORP COM	COMMON	$618	0.1%Prev: 0.1%	2,688 SH	Decreased
UNITEDHEALTH GROUP INC COM	COMMON	$8K	1.0%Prev: 1.1%	24,417 SH	Decreased-6,412 SH
VANGUARD BD INDEX FDS INTERMED TERM	OTHER	$601	0.1%Prev: 0.0%	7,774 SH	Increased+3,642 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	OTHER	$747	0.1%Prev: 0.1%	9,493 SH	Increased+4,399 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	OTHER	$602	0.1%Prev: 0.0%	8,177 SH	Increased+3,814 SH
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF	OTHER	$297	0.0%	5,991 SH	New
VANGUARD INDEX FDS GROWTH ETF	OTHER	$4K	0.5%Prev: 0.5%	9,750 SH	Increased+811 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	OTHER	$32K	4.0%Prev: 3.3%	112,275 SH	Increased+13,706 SH
VANGUARD INDEX FDS MCAP VL IDXVIP	OTHER	$29K	3.6%Prev: 3.7%	176,500 SH	Increased+21,793 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	OTHER	$11K	1.4%Prev: 1.5%	19,055 SH	Decreased+198 SH
VANGUARD INDEX FDS SM CP VAL ETF	OTHER	$533	0.1%Prev: 0.1%	2,733 SH	Decreased+95 SH
VANGUARD INDEX FDS SML CP GRW ETF	OTHER	$518	0.1%Prev: 0.1%	1,869 SH	Decreased+70 SH
VANGUARD INDEX FDS TOTAL STK MKT	OTHER	$5K	0.7%Prev: 0.8%	17,255 SH	Decreased-1,476 SH
VANGUARD INDEX FDS VALUE ETF	OTHER	$3K	0.4%Prev: 0.4%	18,395 SH	Decreased+1,016 SH
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	OTHER	$29K	3.7%Prev: 4.0%	591,230 SH	Decreased+15,373 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	OTHER	$748	0.1%Prev: 0.1%	9,412 SH	Increased+4,366 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	OTHER	$205	0.0%Prev: 0.0%	1,000 SH	Decreased
VANGUARD STAR FDS VG TL INTL STK F	OTHER	$4K	0.6%Prev: 0.7%	65,061 SH	Decreased-320 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	OTHER	$677	0.1%Prev: 0.1%	5,077 SH	Decreased-14 SH
VERISK ANALYTICS INC COM	COMMON	$8K	1.0%Prev: 0.7%	25,282 SH	Increased-2,044 SH
VERIZON COMMUNICATIONS INC COM	COMMON	$299	0.0%Prev: 0.1%	6,910 SH	Decreased-2,528 SH
VISA INC COM CL A	COMMON	$2K	0.2%Prev: 0.2%	5,541 SH	Increased+318 SH
WABTEC COM	COMMON	$2K	0.2%Prev: 0.1%	9,486 SH	Increased+5,838 SH
WALMART INC COM	COMMON	$14K	1.8%Prev: 2.0%	145,467 SH	Decreased+17,820 SH
WASTE MGMT INC DEL COM	COMMON	$10K	1.2%Prev: 1.2%	41,915 SH	Decreased-128 SH
WEC ENERGY GROUP INC COM	COMMON	$551	0.1%Prev: 0.1%	5,289 SH	Increased+968 SH
WELLS FARGO CO NEW COM	COMMON	$414	0.1%	5,166 SH	New
WELLS FARGO CO NEW PERP PFD CNV A	COMMON	$352	0.0%	300 SH	New
WINGSTOP INC COM	COMMON	$261	0.0%	776 SH	New
WOODWARD INC COM	COMMON	$905	0.1%Prev: 0.2%	3,692 SH	Decreased
WORKDAY INC CL A	COMMON	$2K	0.2%	6,750 SH	New
ZOETIS INC CL A	COMMON	$1K	0.2%	7,830 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES COM — $451
ADAPTIVE BIOTECHNOLOGIES COR COM — $222
AGNC INVT CORP COM — $160
ASSOCIATED BANC-CORP COM — $439
BANK MONTREAL MEDIUM COM — $296
CACI INTL INC CL A — $326
CELCUITY INC COM — $708
CHEVRON CORPORATION COM — $9K
CHUBB LTD SWITZ COM — $312
COSTCO WHOLESALE CORPORATION COM — $10K
CROWDSTRIKE HLDGS INC CL A — $662
DEVON ENERGY CORP NEW COM — $667
DIAMONDBACK ENERGY INC COM — $3K
DYNEX CAP INC COM — $332
EMPNIA INC SERIES A-1 — $50
EVERPURE INC CL A — $2K
FIRSTSERVICE CORP NEW COM — $215
FLOOR & DECOR HLDGS INC CL A — $234
INTEL CORP COM — $261
IRHYTHM HOLDINGS INC COM — $1K
… and 28 more

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