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: $857K1 positionsView on SEC.gov

			% of Portfolio
AAR CORP COM	COMMON	$517	0.1%Prev: 0.1%	6,250 SH	Decreased
ABBOTT LABS COM	COMMON	$641	0.1%	5,122 SH	New
ABBVIE INC COM	COMMON	$1K	0.1%Prev: 0.1%	4,522 SH	Decreased+274 SH
ACCENTURE PLC IRELAND SHS CLASS A	COMMON	$381	0.0%	1,421 SH	New
AEROVIRONMENT INC COM	COMMON	$423	0.0%Prev: 0.0%	1,750 SH	Increased-1,030 SH
ALIBABA GROUP HLDG LTD SPONSORED ADS	COMMON	$458	0.1%	3,125 SH	New
ALPHABET INC CAP STK CL A	COMMON	$26K	3.1%Prev: 3.0%	84,382 SH	Increased+13,535 SH
ALPHABET INC CAP STK CL C	COMMON	$16K	1.8%Prev: 1.6%	50,194 SH	Increased+11,163 SH
AMAZON COM INC COM	COMMON	$28K	3.2%Prev: 3.2%	119,264 SH	Increased+12,792 SH
AMERICAN EXPRESS CO COM	COMMON	$15K	1.7%Prev: 1.3%	40,224 SH	Increased+4,178 SH
AMETEK INC COM	COMMON	$1K	0.2%Prev: 0.2%	6,893 SH	Decreased+300 SH
AMGEN INC COM	COMMON	$2K	0.2%Prev: 0.3%	6,507 SH	Decreased-257 SH
AON PLC SHS CL A	COMMON	$2K	0.2%	5,705 SH	New
APPLE INC COM	COMMON	$26K	3.0%Prev: 3.3%	96,008 SH	Decreased+13,619 SH
APPLIED MATLS INC COM	COMMON	$20K	2.3%Prev: 3.6%	76,224 SH	Decreased+18,835 SH
APPLOVIN CORP COM CL A	COMMON	$2K	0.2%	2,510 SH	New
ASSOCIATED BANC CORP COM	COMMON	$436	0.1%	16,943 SH	New
BANK AMERICA CORP COM	COMMON	$786	0.1%	14,292 SH	New
BANK MONTREAL QUE COM	COMMON	$284	0.0%	2,189 SH	New
BANK NEW YORK MELLON CORP COM	COMMON	$302	0.0%	2,602 SH	New
BERKSHIRE HATHAWAY INC DEL CL A	COMMON	$14K	1.7%Prev: 1.9%	19 SH	Decreased-2 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	COMMON	$29K	3.4%Prev: 3.8%	57,324 SH	Decreased-5,644 SH
BILL HOLDINGS INC COM	COMMON	$1K	0.2%	25,600 SH	New
BLACKSTONE INC COM	COMMON	$2K	0.2%	11,350 SH	New
BOEING CO COM	COMMON	$2K	0.2%Prev: 0.2%	8,735 SH	Decreased-2,200 SH
BRISTOL-MYERS SQUIBB CO COM	COMMON	$319	0.0%Prev: 0.0%	5,920 SH	Decreased-515 SH
BROADCOM INC COM	COMMON	$1K	0.2%Prev: 0.2%	3,905 SH	Increased+373 SH
CACI INTL INC CL A	COMMON	$320	0.0%	600 SH	New
CAPITAL ONE FINL CORP COM	COMMON	$388	0.0%Prev: 0.0%	1,601 SH	Increased
CASELLA WASTE SYS INC CL A	COMMON	$220	0.0%Prev: 0.0%	2,250 SH	Decreased-2,250 SH
CATERPILLAR INC COM	COMMON	$1K	0.1%Prev: 0.2%	2,219 SH	Decreased-5 SH
CELCUITY INC COM	COMMON	$619	0.1%Prev: 0.1%	6,207 SH	Increased+872 SH
CHEVRON CORP NEW COM	COMMON	$7K	0.8%	45,709 SH	New
CHUBB LIMITED COM	COMMON	$224	0.0%Prev: 0.0%	717 SH	Decreased-245 SH
CISCO SYS INC COM	COMMON	$1K	0.1%Prev: 0.2%	15,074 SH	Decreased-49 SH
CME GROUP INC COM	COMMON	$451	0.1%Prev: 0.1%	1,650 SH	Increased
COCA COLA CO COM	COMMON	$689	0.1%Prev: 0.1%	9,850 SH	Decreased+419 SH
COSTCO WHSL CORP NEW COM	COMMON	$9K	1.1%	10,981 SH	New
CROWDSTRIKE HLDGS INC CL A	COMMON	$352	0.0%Prev: 0.2%	750 SH	Decreased-6,042 SH
CURTISS WRIGHT CORP COM	COMMON	$524	0.1%Prev: 0.1%	950 SH	Decreased-38 SH
DEERE & CO COM	COMMON	$8K	0.9%Prev: 1.7%	16,406 SH	Decreased-4,202 SH
DESCARTES SYS GROUP INC COM	COMMON	$693	0.1%	7,900 SH	New
DEVON ENERGY CORP NEW COM	COMMON	$485	0.1%Prev: 0.1%	13,250 SH	Decreased-15 SH
DEXCOM INC COM	COMMON	$1K	0.1%Prev: 0.2%	16,240 SH	Decreased-7,405 SH
DIAMONDBACK ENERGY INC COM	COMMON	$2K	0.2%Prev: 0.3%	12,800 SH	Decreased+1,000 SH
DIMENSIONAL ETF TRUST US MKTWIDE VALUE	OTHER	$470	0.1%Prev: 0.1%	10,081 SH	Decreased-3,134 SH
DIMENSIONAL ETF TRUST US TARGETED VLU	OTHER	$634	0.1%Prev: 0.1%	10,648 SH	Decreased-2,203 SH
DISNEY WALT CO COM	COMMON	$11K	1.3%	99,025 SH	New
DUTCH BROS INC CL A	COMMON	$429	0.1%Prev: 0.0%	7,000 SH	Increased
DYNEX CAP INC COM	COMMON	$266	0.0%Prev: 0.0%	19,000 SH	Decreased-15,000 SH
ECOLAB INC COM	COMMON	$3K	0.3%Prev: 0.4%	10,659 SH	Decreased+22 SH
ELI LILLY & CO COM	COMMON	$2K	0.2%Prev: 0.5%	1,972 SH	Decreased-1,399 SH
EMERSON ELEC CO COM	COMMON	$751	0.1%Prev: 0.1%	5,656 SH	Decreased-16 SH
EMPNIA INC SERIES A-1	COMMON	$50	0.0%Prev: 0.0%	10,000 SH
EXACT SCIENCES CORP COM	COMMON	$284	0.0%	2,800 SH	New
EXXON MOBIL CORP COM	COMMON	$982	0.1%	8,159 SH	New
FASTENAL CO COM	COMMON	$3K	0.3%Prev: 0.5%	73,150 SH	Decreased-4,017 SH
FIDELITY NATL INFORMATION SV COM	COMMON	$258	0.0%	3,881 SH	New
FORD MTR CO COM	COMMON	$286	0.0%	21,825 SH	New
GE AEROSPACE COM NEW	COMMON	$2K	0.2%Prev: 0.1%	5,105 SH	Increased+2,012 SH
GE VERNOVA INC COM	COMMON	$3K	0.4%Prev: 0.5%	4,768 SH	Decreased+515 SH
GENERAC HLDGS INC COM	COMMON	$1K	0.2%Prev: 0.3%	9,875 SH	Decreased-2,500 SH
GENERAL DYNAMICS CORP COM	COMMON	$8K	0.9%Prev: 0.8%	23,427 SH	Increased+2,857 SH
GILEAD SCIENCES INC COM	COMMON	$555	0.1%Prev: 0.1%	4,525 SH	Decreased+10 SH
GOLDMAN SACHS GROUP INC COM	COMMON	$5K	0.5%Prev: 0.3%	5,128 SH	Increased+2,836 SH
GRAYSCALE BITCOIN MINI TR ET SHS NEW	OTHER	$379	0.0%Prev: 0.0%	9,789 SH	Increased
GUIDEWIRE SOFTWARE INC COM	COMMON	$874	0.1%	4,350 SH	New
HOME DEPOT INC COM	COMMON	$10K	1.2%Prev: 1.0%	29,810 SH	Increased+337 SH
HONEYWELL INTL INC COM	COMMON	$6K	0.7%Prev: 0.7%	30,683 SH	Increased+4,670 SH
HOWMET AEROSPACE INC COM	COMMON	$1K	0.1%Prev: 0.2%	6,133 SH	Decreased-62 SH
IDEXX LABS INC COM	COMMON	$8K	1.0%Prev: 0.8%	12,148 SH	Increased+281 SH
INSULET CORP COM	COMMON	$758	0.1%	2,665 SH	New
INTERCONTINENTAL EXCHANGE IN COM	COMMON	$2K	0.2%	9,854 SH	New
INTERNATIONAL BUSINESS MACHS COM	COMMON	$2K	0.2%Prev: 0.1%	5,559 SH	Increased+271 SH
INTUITIVE SURGICAL INC COM NEW	COMMON	$2K	0.3%Prev: 0.3%	4,180 SH	Decreased-1,690 SH
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT	OTHER	$718	0.1%	3,750 SH	New
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY	OTHER	$390	0.0%	5,195 SH	New
INVESCO QQQ TR UNIT SER 1	OTHER	$3K	0.3%Prev: 0.2%	4,431 SH	Increased+2,612 SH
IRHYTHM TECHNOLOGIES INC COM	COMMON	$2K	0.2%	10,070 SH	New
ISHARES BITCOIN TRUST ETF SHS BEN INT	OTHER	$220	0.0%Prev: 0.0%	4,432 SH	Decreased-1,142 SH
ISHARES TR CORE S&P SCP ETF	OTHER	$242	0.0%Prev: 0.0%	2,012 SH	Increased+367 SH
ISHARES TR ESG MSCI KLD 400	OTHER	$1K	0.1%	9,958 SH	New
ISHARES TR MSCI EAFE ETF	OTHER	$103K	12.1%Prev: 12.1%	1,075,287 SH	Increased+115,913 SH
ISHARES TR RUS 2000 GRW ETF	OTHER	$29K	3.3%Prev: 3.0%	88,308 SH	Increased+17,846 SH
ISHARES TR RUS 2000 VAL ETF	OTHER	$29K	3.3%Prev: 3.2%	157,875 SH	Increased+30,610 SH
ISHARES TR S&P 500 GRWT ETF	OTHER	$314	0.0%Prev: 0.0%	2,550 SH	Decreased-135 SH
ISHARES TR S&P 500 VAL ETF	OTHER	$255	0.0%Prev: 0.0%	1,203 SH	Decreased+63 SH
ISHARES TR SELECT DIVID ETF	OTHER	$355	0.0%Prev: 0.0%	2,512 SH	Increased+1,000 SH
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM	OTHER	$203	0.0%	3,500 SH	New
JOHNSON & JOHNSON COM	COMMON	$23K	2.7%Prev: 2.2%	112,644 SH	Increased+43,333 SH
JPMORGAN CHASE & CO. COM	COMMON	$25K	3.0%	78,550 SH	New
LINDE PLC SHS	COMMON	$2K	0.3%Prev: 0.3%	5,045 SH	Decreased-3 SH
LINEAGE CELL THERAPEUTICS IN COM	COMMON	$17	0.0%	10,000 SH	New
LOWES COS INC COM	COMMON	$2K	0.2%	8,465 SH	New
LPL FINL HLDGS INC COM	COMMON	$251	0.0%Prev: 0.0%	702 SH	Increased
MCDONALDS CORP COM	COMMON	$859	0.1%Prev: 0.1%	2,812 SH	Increased+50 SH
META PLATFORMS INC CL A	COMMON	$654	0.1%Prev: 1.0%	991 SH	Decreased-10,596 SH
MICROSOFT CORP COM	COMMON	$31K	3.6%Prev: 3.7%	63,616 SH	Increased+4,073 SH
MONGODB INC CL A	COMMON	$3K	0.3%	6,650 SH	New
MUELLER INDS INC COM	COMMON	$357	0.0%Prev: 0.0%	3,106 SH	Decreased-3,106 SH
NIGHTWARE INC	COMMON	$50	0.0%Prev: 0.0%	98,039 SH
NIKE INC CL B	COMMON	$7K	0.8%Prev: 0.4%	110,874 SH	Increased+24,327 SH
NORTHROP GRUMMAN CORP COM	COMMON	$7K	0.8%Prev: 0.7%	12,772 SH	Increased+1,255 SH
NOVANTA INC COM	COMMON	$390	0.0%Prev: 0.1%	3,283 SH	Decreased-1,000 SH
NVIDIA CORPORATION COM	COMMON	$2K	0.2%Prev: 1.1%	8,775 SH	Decreased-31,516 SH
ORACLE CORP COM	COMMON	$834	0.1%	4,275 SH	New
OREILLY AUTOMOTIVE INC COM	COMMON	$2K	0.2%Prev: 0.2%	21,200 SH	Increased+2,250 SH
PACER FDS TR US CASH COWS 100	COMMON	$271	0.0%Prev: 0.0%	4,500 SH	Decreased-176 SH
PAYPAL HLDGS INC COM	COMMON	$6K	0.7%	105,572 SH	New
PEPSICO INC COM	COMMON	$10K	1.2%Prev: 1.2%	71,293 SH	Increased-4,244 SH
PFIZER INC COM	COMMON	$10K	1.1%Prev: 1.4%	395,506 SH	Decreased-22,674 SH
PROCORE TECHNOLOGIES INC COM	COMMON	$236	0.0%	3,250 SH	New
PROCTER AND GAMBLE CO COM	COMMON	$1K	0.1%	7,659 SH	New
PROSHARES TR PSHS ULT S&P 500	OTHER	$1K	0.2%Prev: 0.1%	24,536 SH	Increased+8,011 SH
PSB HLDGS INC WIS COM	COMMON	$923	0.1%Prev: 0.2%	35,373 SH	Decreased+6,000 SH
PURE STORAGE INC CL A	COMMON	$2K	0.3%	33,415 SH	New
RB GLOBAL INC COM	COMMON	$3K	0.4%Prev: 0.0%	30,430 SH	Increased+26,505 SH
RBC BEARINGS INC COM	COMMON	$269	0.0%Prev: 0.0%	600 SH	Decreased
RESMED INC COM	COMMON	$880	0.1%	3,655 SH	New
ROCKWELL AUTOMATION INC COM	COMMON	$2K	0.3%Prev: 0.3%	6,175 SH	Decreased-360 SH
RTX CORPORATION COM	COMMON	$257	0.0%Prev: 0.0%	1,402 SH	Decreased
RYAN SPECIALTY HOLDINGS INC CL A	COMMON	$921	0.1%	17,850 SH	New
S&P GLOBAL INC COM	COMMON	$2K	0.2%	3,034 SH	New
SALESFORCE INC COM	COMMON	$16K	1.8%Prev: 0.8%	59,654 SH	Increased+31,264 SH
SAMSARA INC COM CL A	COMMON	$588	0.1%	16,600 SH	New
SCHWAB STRATEGIC TR US DIVIDEND EQ	OTHER	$228	0.0%Prev: 0.0%	8,294 SH	Decreased-4,259 SH
SELECT SECTOR SPDR TR STATE STREET TEC	OTHER	$310	0.0%	2,156 SH	New
SERVICENOW INC COM	COMMON	$467	0.1%Prev: 1.1%	3,050 SH	Decreased-62,186 SH
SERVICETITAN INC SHS CL A	COMMON	$320	0.0%Prev: 0.2%	3,000 SH	Decreased-19,300 SH
SHERWIN WILLIAMS CO COM	COMMON	$308	0.0%Prev: 0.1%	950 SH	Decreased-1,250 SH
SPDR GOLD TR GOLD SHS	OTHER	$205	0.0%Prev: 0.0%	517 SH	Decreased-125 SH
SPDR S&P 500 ETF TR TR UNIT	OTHER	$2K	0.2%	2,540 SH	New
SPDR SERIES TRUST STATE STREET SPD	OTHER	$264	0.0%	1,894 SH	New
SPOTIFY TECHNOLOGY S A SHS	COMMON	$423	0.0%	730 SH	New
SPX TECHNOLOGIES INC COM	COMMON	$320	0.0%Prev: 0.0%	1,600 SH	Increased
STARBUCKS CORP COM	COMMON	$6K	0.7%Prev: 0.9%	75,359 SH	Decreased-848 SH
STORA ENSO OYJ SPON ADR REP R	COMMON	$951	0.1%Prev: 0.1%	75,636 SH	Increased
STRYKER CORPORATION COM	COMMON	$2K	0.2%Prev: 0.2%	5,888 SH	Increased+250 SH
TESLA INC COM	COMMON	$319	0.0%	709 SH	New
TEXAS INSTRS INC COM	COMMON	$318	0.0%Prev: 0.1%	1,834 SH	Decreased-750 SH
TOAST INC CL A	COMMON	$2K	0.2%Prev: 0.2%	45,550 SH	Increased-2,000 SH
TOTALENERGIES SE ACT	COMMON	$376	0.0%Prev: 0.1%	5,750 SH	Decreased
TRANSDIGM GROUP INC COM	COMMON	$3K	0.3%Prev: 0.3%	2,125 SH	Increased-200 SH
TYLER TECHNOLOGIES INC COM	COMMON	$7K	0.8%Prev: 0.1%	15,719 SH	Increased+14,331 SH
UBER TECHNOLOGIES INC COM	COMMON	$2K	0.2%Prev: 0.2%	18,385 SH	Increased-2,500 SH
UL SOLUTIONS INC CLASS A COM SHS	COMMON	$540	0.1%Prev: 0.1%	6,850 SH	Decreased-4,000 SH
UNILEVER PLC SPON ADR NEW	COMMON	$253	0.0%Prev: 0.0%	3,866 SH	Increased+1 SH
UNION PAC CORP COM	COMMON	$622	0.1%Prev: 0.1%	2,688 SH	Decreased-10 SH
UNITEDHEALTH GROUP INC COM	COMMON	$8K	1.0%Prev: 0.6%	24,860 SH	Increased+10,306 SH
VANGUARD BD INDEX FDS INTERMED TERM	OTHER	$875	0.1%Prev: 0.0%	11,236 SH	Increased+6,404 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	OTHER	$1K	0.1%Prev: 0.1%	13,895 SH	Increased+7,950 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	OTHER	$877	0.1%Prev: 0.0%	11,838 SH	Increased+6,778 SH
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF	OTHER	$428	0.0%	8,857 SH	New
VANGUARD INDEX FDS GROWTH ETF	OTHER	$5K	0.6%	10,216 SH	New
VANGUARD INDEX FDS MCAP GR IDXVIP	OTHER	$30K	3.6%	109,078 SH	New
VANGUARD INDEX FDS MCAP VL IDXVIP	OTHER	$31K	3.6%	173,410 SH	New
VANGUARD INDEX FDS S&P 500 ETF SHS	OTHER	$16K	1.9%Prev: 2.3%	25,452 SH	Decreased-1,385 SH
VANGUARD INDEX FDS SM CP VAL ETF	OTHER	$650	0.1%	3,069 SH	New
VANGUARD INDEX FDS SML CP GRW ETF	OTHER	$635	0.1%	2,102 SH	New
VANGUARD INDEX FDS TOTAL STK MKT	OTHER	$11K	1.2%	31,348 SH	New
VANGUARD INDEX FDS VALUE ETF	OTHER	$4K	0.5%	20,193 SH	New
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	OTHER	$34K	3.9%Prev: 4.0%	623,827 SH	Increased+66,027 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	OTHER	$1K	0.1%Prev: 0.1%	13,750 SH	Increased+7,878 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	OTHER	$220	0.0%Prev: 0.0%	1,000 SH	Decreased
VANGUARD STAR FDS VG TL INTL STK F	OTHER	$6K	0.7%Prev: 0.7%	77,454 SH	Increased+12,895 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	OTHER	$811	0.1%Prev: 0.1%	5,650 SH	Decreased-199 SH
VANGUARD WORLD FD ESG INTL STK ETF	OTHER	$2K	0.2%Prev: 0.3%	26,582 SH	Decreased-2,217 SH
VERISK ANALYTICS INC COM	COMMON	$6K	0.7%Prev: 0.6%	26,369 SH	Increased-2,772 SH
VERIZON COMMUNICATIONS INC COM	COMMON	$303	0.0%Prev: 0.0%	7,438 SH	Decreased-923 SH
VISA INC COM CL A	COMMON	$2K	0.2%Prev: 0.3%	5,581 SH	Decreased-1,445 SH
WABTEC COM	COMMON	$779	0.1%Prev: 0.1%	3,648 SH	Decreased-290 SH
WALMART INC COM	COMMON	$16K	1.8%Prev: 1.6%	140,281 SH	Increased+17,211 SH
WASTE MGMT INC DEL COM	COMMON	$9K	1.0%Prev: 1.0%	40,442 SH	Increased-1,723 SH
WEC ENERGY GROUP INC COM	COMMON	$456	0.1%Prev: 0.0%	4,321 SH	Increased+1,978 SH
WELLS FARGO CO NEW COM	COMMON	$461	0.1%	4,947 SH	New
WELLS FARGO CO NEW PERP PFD CNV A	COMMON	$485	0.1%	400 SH	New
WOODWARD INC COM	COMMON	$1K	0.1%Prev: 0.1%	3,692 SH	Decreased
WORKDAY INC CL A	COMMON	$693	0.1%	3,230 SH	New
XPO INC COM	COMMON	$213	0.0%Prev: 0.0%	1,565 SH	Decreased

Sold (vs prior filing)

ADAPTIVE BIOTECHNOLOGIES COR COM — $607
ADVANCED MICRO DEVICES INC COM — $491
AGNC INVT CORP COM — $254
ARISTA NETWORKS INC COM SHS — $721
ASML HLDG NV N Y REGISTRY SHS — $1K
ASSOCIATED BANC-CORP COM — $488
AT&T INC COM — $212
AXON ENTERPRISE INC COM — $1K
BANK OF AMER CORP COM — $6K
BANK OF MONTREAL COM — $366
BANK OF NY MELLON CORP COM — $380
CHEVRON CORPORATION COM — $8K
COSTCO WHOLESALE CORPORATION COM — $9K
CVS HEALTH CORP COM — $433
EDWARDS LIFESCIENCES CORP COM — $904
EVERPURE INC CL A — $2K
EXXONMOBIL HOLDINGS CORP COM SHS — $1K
FIRSTSERVICE CORP NEW COM — $249
FLEXSHARES TR NRTRN TR QLTY DV — $399
GUARDANT HEALTH INC COM — $446
… and 37 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