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: $775K1 positionsView on SEC.gov

			% of Portfolio
AAR CORP COM	COMMON	$684	0.1%Prev: 0.0%	6,250 SH	Increased+2,500 SH
ABBOTT LABORATORIES COM	COMMON	$451	0.1%	4,392 SH	New
ABBVIE INC COM	COMMON	$983	0.1%Prev: 0.1%	4,522 SH	Decreased-407 SH
ACCENTURE PLC IRELAND SHS CLASS A	COMMON	$282	0.0%Prev: 0.2%	1,421 SH	Decreased-4,179 SH
ADAPTIVE BIOTECHNOLOGIES COR COM	COMMON	$222	0.0%	16,000 SH	New
AEROVIRONMENT INC COM	COMMON	$320	0.0%	1,750 SH	New
AGNC INVT CORP COM	COMMON	$160	0.0%	16,000 SH	New
ALPHABET INC CAP STK CL A	COMMON	$22K	2.8%Prev: 1.9%	75,758 SH	Increased-12,100 SH
ALPHABET INC CAP STK CL C	COMMON	$13K	1.6%Prev: 1.2%	43,841 SH	Increased-8,937 SH
AMAZON COM INC COM	COMMON	$23K	3.0%Prev: 3.1%	112,579 SH	Increased-4,644 SH
AMERICAN EXPRESS CO COM	COMMON	$11K	1.5%Prev: 1.5%	37,869 SH	Increased-3,116 SH
AMETEK INC COM	COMMON	$2K	0.2%Prev: 0.3%	7,218 SH	Decreased-4,625 SH
AMGEN INC COM	COMMON	$2K	0.3%Prev: 0.3%	6,757 SH	Increased-399 SH
AON PLC SHS CL A	COMMON	$436	0.1%Prev: 0.3%	1,350 SH	Decreased-4,735 SH
APPLE INC COM	COMMON	$22K	2.9%Prev: 3.0%	87,881 SH	Increased-8,368 SH
APPLIED MATLS INC COM	COMMON	$22K	2.9%Prev: 1.5%	65,823 SH	Increased-7,600 SH
ASSOCIATED BANC-CORP COM	COMMON	$439	0.1%	16,973 SH	New
BANK AMERICA CORP COM	COMMON	$697	0.1%Prev: 0.1%	14,292 SH	Increased-1,235 SH
BANK MONTREAL MEDIUM COM	COMMON	$296	0.0%	2,189 SH	New
BANK NEW YORK MELLON CORP COM	COMMON	$309	0.0%Prev: 0.0%	2,602 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL A	COMMON	$14K	1.9%Prev: 2.0%	20 SH	Decreased+2 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	COMMON	$25K	3.3%Prev: 4.3%	52,785 SH	Decreased-4,954 SH
BLACKSTONE INC COM	COMMON	$517	0.1%Prev: 0.2%	4,500 SH	Decreased-6,850 SH
BOEING CO COM	COMMON	$2K	0.2%Prev: 0.0%	9,235 SH	Increased+7,804 SH
BRISTOL-MYERS SQUIBB CO COM	COMMON	$390	0.1%Prev: 0.0%	6,426 SH	Increased+720 SH
BROADCOM INC COM	COMMON	$1K	0.1%Prev: 0.1%	3,638 SH	Increased-217 SH
CACI INTL INC CL A	COMMON	$326	0.0%	600 SH	New
CAPITAL ONE FINL CORP COM	COMMON	$292	0.0%Prev: 0.0%	1,601 SH	Increased
CATERPILLAR INC COM	COMMON	$2K	0.2%	2,219 SH	New
CELCUITY INC COM	COMMON	$708	0.1%	6,207 SH	New
CHEVRON CORPORATION COM	COMMON	$9K	1.2%	44,068 SH	New
CHUBB LTD SWITZ COM	COMMON	$312	0.0%	957 SH	New
CISCO SYS INC COM	COMMON	$1K	0.2%Prev: 0.1%	15,074 SH	Increased-392 SH
CME GROUP INC COM	COMMON	$487	0.1%Prev: 0.1%	1,650 SH	Increased
COCA COLA CO COM	COMMON	$805	0.1%Prev: 0.1%	10,589 SH	Increased+839 SH
COSTCO WHOLESALE CORPORATION COM	COMMON	$10K	1.3%	9,880 SH	New
CROWDSTRIKE HLDGS INC CL A	COMMON	$662	0.1%	1,695 SH	New
CURTISS WRIGHT CORP COM	COMMON	$647	0.1%Prev: 0.0%	950 SH	Increased+200 SH
DEERE & CO COM	COMMON	$9K	1.1%Prev: 1.1%	15,369 SH	Increased-737 SH
DEVON ENERGY CORP NEW COM	COMMON	$667	0.1%	13,250 SH	New
DEXCOM INC COM	COMMON	$1K	0.2%Prev: 0.2%	23,645 SH	Increased+2,745 SH
DIAMONDBACK ENERGY INC COM	COMMON	$3K	0.3%	12,800 SH	New
DIMENSIONAL ETF TRUST US MKTWIDE VALUE	OTHER	$640	0.1%Prev: 0.1%	13,215 SH	Increased+3,134 SH
DIMENSIONAL ETF TRUST US TARGETED VLU	OTHER	$803	0.1%Prev: 0.1%	12,851 SH	Increased+2,203 SH
DISNEY WALT CO COM	COMMON	$9K	1.2%Prev: 1.3%	95,759 SH	Decreased-399 SH
DUTCH BROS INC CL A	COMMON	$355	0.0%Prev: 0.1%	7,000 SH	Decreased-1,100 SH
DYNEX CAP INC COM	COMMON	$332	0.0%	26,000 SH	New
ECOLAB INC COM	COMMON	$3K	0.4%Prev: 0.4%	10,637 SH	Increased+22 SH
ELI LILLY & CO COM	COMMON	$2K	0.3%Prev: 0.2%	2,238 SH	Increased+306 SH
EMERSON ELEC CO COM	COMMON	$741	0.1%Prev: 0.1%	5,656 SH	Increased
EMPNIA INC SERIES A-1	COMMON	$50	0.0%	10,000 SH	New
EVERPURE INC CL A	COMMON	$2K	0.2%	27,340 SH	New
EXXON MOBIL CORP COM	COMMON	$1K	0.2%Prev: 0.1%	8,090 SH	Increased-170 SH
FASTENAL CO COM	COMMON	$3K	0.5%Prev: 0.4%	75,150 SH	Increased+40,750 SH
FIRSTSERVICE CORP NEW COM	COMMON	$215	0.0%	1,550 SH	New
FLOOR & DECOR HLDGS INC CL A	COMMON	$234	0.0%	4,600 SH	New
GE AEROSPACE COM NEW	COMMON	$881	0.1%Prev: 0.1%	3,103 SH	Decreased-2,056 SH
GE VERNOVA INC COM	COMMON	$4K	0.5%Prev: 0.1%	4,256 SH	Increased+1,483 SH
GENERAC HLDGS INC COM	COMMON	$2K	0.3%Prev: 0.3%	12,375 SH	Increased-3,025 SH
GENERAL DYNAMICS CORP COM	COMMON	$7K	0.9%Prev: 0.9%	21,331 SH	Increased-1,668 SH
GILEAD SCIENCES INC COM	COMMON	$627	0.1%Prev: 0.1%	4,500 SH	Decreased-1,542 SH
GOLDMAN SACHS GROUP INC COM	COMMON	$2K	0.3%Prev: 1.2%	2,732 SH	Decreased-13,324 SH
GRAYSCALE BITCOIN MINI TR ET SHS NEW	OTHER	$294	0.0%Prev: 0.0%	9,789 SH	Decreased+1,153 SH
GUIDEWIRE SOFTWARE INC COM	COMMON	$351	0.0%Prev: 0.2%	2,350 SH	Decreased-3,750 SH
HOME DEPOT INC COM	COMMON	$9K	1.2%Prev: 1.5%	28,848 SH	Decreased+448 SH
HONEYWELL INTL INC COM	COMMON	$7K	0.9%Prev: 0.8%	29,434 SH	Increased+961 SH
HOWMET AEROSPACE INC COM	COMMON	$1K	0.2%Prev: 0.1%	6,133 SH	Increased
IDEXX LABS INC COM	COMMON	$7K	0.8%	11,691 SH	New
INSULET CORP COM	COMMON	$560	0.1%Prev: 0.1%	2,665 SH	Decreased
INTEL CORP COM	COMMON	$261	0.0%	5,907 SH	New
INTERCONTINENTAL EXCHANGE IN COM	COMMON	$2K	0.2%Prev: 0.2%	9,854 SH	Decreased+54 SH
INTERNATIONAL BUSINESS MACHS COM	COMMON	$1K	0.2%Prev: 0.2%	5,559 SH	Decreased-875 SH
INTUITIVE SURGICAL INC COM NEW	COMMON	$1K	0.2%Prev: 0.3%	3,170 SH	Decreased-1,290 SH
INVESCO QQQ TR UNIT SER 1	OTHER	$1K	0.1%Prev: 0.3%	1,932 SH	Decreased-2,532 SH
IRHYTHM HOLDINGS INC COM	COMMON	$1K	0.2%	10,520 SH	New
ISHARES TR CORE S&P SCP ETF	OTHER	$250	0.0%Prev: 0.1%	2,012 SH	Decreased-1,405 SH
ISHARES TR ESG MSCI KLD 400	OTHER	$2K	0.2%Prev: 0.2%	13,192 SH	Increased+1,174 SH
ISHARES TR MSCI EAFE ETF	OTHER	$96K	12.4%Prev: 11.0%	992,287 SH	Increased+34,363 SH
ISHARES TR RUS 2000 GRW ETF	OTHER	$25K	3.2%Prev: 3.2%	78,777 SH	Increased-11,648 SH
ISHARES TR RUS 2000 VAL ETF	OTHER	$27K	3.5%Prev: 3.4%	142,405 SH	Increased-20,543 SH
ISHARES TR S&P 500 GRWT ETF	OTHER	$288	0.0%	2,550 SH	New
ISHARES TR S&P 500 VAL ETF	OTHER	$254	0.0%	1,203 SH	New
ISHARES TR SELECT DIVID ETF	OTHER	$380	0.0%Prev: 0.0%	2,512 SH	Increased+144 SH
JOHNSON & JOHNSON COM	COMMON	$25K	3.3%Prev: 2.5%	103,197 SH	Increased-5,633 SH
JPMORGAN CHASE & CO COM	COMMON	$22K	2.8%	73,119 SH	New
LINDE PLC SHS	COMMON	$3K	0.3%Prev: 0.3%	5,045 SH	Increased-20 SH
LINEAGE CELL THERAPEUTICS IN COM	COMMON	$16	0.0%	10,000 SH	New
LOWES COS INC COM	COMMON	$2K	0.2%Prev: 0.3%	8,065 SH	Decreased-500 SH
LPL FINL HLDGS INC COM	COMMON	$211	0.0%Prev: 0.0%	702 SH	Decreased
MCDONALDS CORP COM	COMMON	$858	0.1%Prev: 0.1%	2,762 SH	Decreased-50 SH
MEDTRONIC PLC SHS	COMMON	$406	0.1%	4,688 SH	New
META PLATFORMS INC CL A	COMMON	$603	0.1%Prev: 0.1%	1,054 SH	Increased+163 SH
MICROSOFT CORP COM	COMMON	$23K	2.9%Prev: 3.4%	61,541 SH	Decreased-2,231 SH
MONGODB INC CL A	COMMON	$2K	0.2%Prev: 0.1%	6,150 SH	Increased+1,000 SH
MUELLER INDS INC COM	COMMON	$344	0.0%Prev: 0.0%	3,106 SH	Increased
NETFLIX INC. COM	COMMON	$995	0.1%	10,350 SH	New
NIGHTWARE INC	COMMON	$50	0.0%	98,039 SH	New
NIKE INC CL B	COMMON	$8K	1.0%Prev: 1.0%	152,404 SH	Increased+41,225 SH
NORTHROP GRUMMAN CORP COM	COMMON	$8K	1.0%Prev: 0.9%	11,617 SH	Increased-904 SH
NOVANTA INC COM	COMMON	$506	0.1%Prev: 0.0%	4,283 SH	Increased+1,850 SH
NVIDIA CORPORATION COM	COMMON	$2K	0.2%Prev: 0.1%	10,030 SH	Increased+1,562 SH
OREILLY AUTOMOTIVE INC COM	COMMON	$2K	0.3%Prev: 0.3%	21,200 SH	Decreased+19,715 SH
PACER FDS TR US CASH COWS 100	COMMON	$282	0.0%	4,500 SH	New
PAYPAL HLDGS INC COM	COMMON	$8K	1.0%Prev: 1.5%	166,947 SH	Decreased+7,582 SH
PEPSICO INC COM	COMMON	$12K	1.5%Prev: 1.5%	74,475 SH	Increased+3,475 SH
PFIZER INC COM	COMMON	$11K	1.5%Prev: 0.5%	404,538 SH	Increased+277,615 SH
PROCORE TECHNOLOGIES INC COM	COMMON	$205	0.0%Prev: 0.0%	3,600 SH	Decreased+350 SH
PROCTER & GAMBLE CO COM	COMMON	$1K	0.1%	7,606 SH	New
PROSHARES TR PSHS ULT S&P 500	OTHER	$940	0.1%Prev: 0.1%	18,110 SH	Decreased+5,842 SH
PSB HLDGS INC WIS COM	COMMON	$981	0.1%Prev: 0.1%	35,373 SH	Increased+7,674 SH
RB GLOBAL INC COM	COMMON	$2K	0.2%Prev: 0.5%	17,570 SH	Decreased-14,835 SH
RBC BEARINGS INC COM	COMMON	$326	0.0%	600 SH	New
RESMED INC COM	COMMON	$259	0.0%Prev: 0.2%	1,155 SH	Decreased-6,425 SH
ROCKWELL AUTOMATION INC COM	COMMON	$2K	0.3%Prev: 0.2%	6,535 SH	Increased+360 SH
RTX CORPORATION COM	COMMON	$270	0.0%Prev: 0.0%	1,402 SH	Decreased-673 SH
RYAN SPECIALTY HOLDINGS INC CL A	COMMON	$603	0.1%Prev: 0.2%	17,850 SH	Decreased
SALESFORCE INC COM	COMMON	$6K	0.8%Prev: 2.2%	32,432 SH	Decreased-25,140 SH
SAVERS VALUE VLG INC COM	COMMON	$231	0.0%	31,000 SH	New
SCHWAB STRATEGIC TR US DIVIDEND EQ	OTHER	$254	0.0%	8,294 SH	New
SELECT SECTOR SPDR TR STATE STREET TEC	OTHER	$287	0.0%	2,156 SH	New
SERVICENOW INC COM	COMMON	$6K	0.7%Prev: 0.0%	55,533 SH	Increased+55,163 SH
SERVICETITAN INC SHS CL A	COMMON	$254	0.0%	4,000 SH	New
SHERWIN WILLIAMS CO COM	COMMON	$305	0.0%	950 SH	New
SOFI TECHNOLOGIES INC COM	COMMON	$197	0.0%	12,400 SH	New
SPDR GOLD TR GOLD SHS	OTHER	$276	0.0%	642 SH	New
SPDR SERIES TRUST STATE STREET SPD	OTHER	$276	0.0%	1,894 SH	New
SPX TECHNOLOGIES INC COM	COMMON	$320	0.0%	1,600 SH	New
STARBUCKS CORP COM	COMMON	$7K	0.9%Prev: 1.1%	78,147 SH	Decreased+1,407 SH
STATE STR SPDR S&P 500 ETF T TR UNIT	OTHER	$2K	0.2%	2,540 SH	New
STORA ENSO OYJ SPON ADR REP R	COMMON	$877	0.1%Prev: 0.1%	75,636 SH	Increased-4,364 SH
STRYKER CORPORATION COM	COMMON	$2K	0.2%Prev: 0.3%	5,888 SH	Decreased+24 SH
TESLA INC COM	COMMON	$259	0.0%	697 SH	New
TEXAS INSTRS INC COM	COMMON	$356	0.0%Prev: 0.1%	1,834 SH	Decreased-550 SH
TOAST INC CL A	COMMON	$1K	0.2%Prev: 0.2%	45,550 SH	Decreased+550 SH
TOTALENERGIES SE ACT	COMMON	$523	0.1%	5,750 SH	New
TRANSDIGM GROUP INC COM	COMMON	$3K	0.3%Prev: 0.4%	2,325 SH	Decreased+225 SH
TYLER TECHNOLOGIES INC COM	COMMON	$6K	0.8%Prev: 0.0%	17,388 SH	Increased+16,838 SH
UBER TECHNOLOGIES INC COM	COMMON	$1K	0.1%Prev: 0.3%	14,885 SH	Decreased-9,615 SH
UL SOLUTIONS INC CLASS A COM SHS	COMMON	$587	0.1%Prev: 0.0%	6,850 SH	Increased+850 SH
UNILEVER PLC SPON ADR NEW	COMMON	$220	0.0%Prev: 0.0%	3,865 SH	Decreased-485 SH
UNION PAC CORP COM	COMMON	$652	0.1%Prev: 0.1%	2,688 SH	Increased
UNITEDHEALTH GROUP INC COM	COMMON	$8K	1.1%Prev: 1.8%	30,829 SH	Decreased+6,710 SH
VANGUARD BD INDEX FDS INTERMED TERM	OTHER	$319	0.0%Prev: 0.1%	4,132 SH	Decreased-2,387 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	OTHER	$399	0.1%Prev: 0.1%	5,094 SH	Decreased-3,061 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	OTHER	$321	0.0%Prev: 0.1%	4,363 SH	Decreased-2,149 SH
VANGUARD INDEX FDS GROWTH ETF	OTHER	$4K	0.5%Prev: 0.5%	8,939 SH	Increased-1,028 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	OTHER	$25K	3.3%Prev: 3.8%	98,569 SH	Decreased-13,764 SH
VANGUARD INDEX FDS MCAP VL IDXVIP	OTHER	$29K	3.7%Prev: 4.0%	154,707 SH	Increased-21,352 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	OTHER	$11K	1.5%Prev: 2.2%	18,857 SH	Decreased-11,211 SH
VANGUARD INDEX FDS SM CP VAL ETF	OTHER	$573	0.1%Prev: 0.1%	2,638 SH	Increased+134 SH
VANGUARD INDEX FDS SML CP GRW ETF	OTHER	$544	0.1%Prev: 0.1%	1,799 SH	Increased+87 SH
VANGUARD INDEX FDS TOTAL STK MKT	OTHER	$6K	0.8%Prev: 0.6%	18,731 SH	Increased+4,196 SH
VANGUARD INDEX FDS VALUE ETF	OTHER	$3K	0.4%Prev: 0.4%	17,379 SH	Increased-726 SH
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	OTHER	$31K	4.0%Prev: 3.4%	575,857 SH	Increased+35,877 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	OTHER	$400	0.1%Prev: 0.1%	5,046 SH	Decreased-2,505 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	OTHER	$215	0.0%	1,000 SH	New
VANGUARD STAR FDS VG TL INTL STK F	OTHER	$5K	0.7%Prev: 0.5%	65,381 SH	Increased+5,062 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	OTHER	$754	0.1%Prev: 0.1%	5,091 SH	Increased+819 SH
VANGUARD WORLD FD ESG INTL STK ETF	OTHER	$2K	0.3%	27,684 SH	New
VERISK ANALYTICS INC COM	COMMON	$5K	0.7%Prev: 1.1%	27,326 SH	Decreased+2,128 SH
VERIZON COMMUNICATIONS INC COM	COMMON	$474	0.1%Prev: 0.0%	9,438 SH	Increased+2,571 SH
VIPER ENERGY INC CL A	COMMON	$305	0.0%	6,500 SH	New
VISA INC COM CL A	COMMON	$2K	0.2%Prev: 0.2%	5,223 SH	Increased+1,732 SH
WABTEC COM	COMMON	$911	0.1%Prev: 0.2%	3,648 SH	Decreased-6,138 SH
WALMART INC COM	COMMON	$16K	2.0%Prev: 1.8%	127,647 SH	Increased-17,915 SH
WASTE MGMT INC DEL COM	COMMON	$10K	1.2%Prev: 1.3%	42,043 SH	Increased+2,714 SH
WATSCO INC COM	COMMON	$664	0.1%	1,825 SH	New
WAYSTAR HLDG CORP COM	COMMON	$383	0.0%	15,900 SH	New
WEC ENERGY GROUP INC COM	COMMON	$500	0.1%Prev: 0.1%	4,321 SH	Decreased-968 SH
WELLS FARGO & CO COM	COMMON	$390	0.1%	4,901 SH	New
WELLS FARGO & CO PERP PFD CNV A	COMMON	$462	0.1%	400 SH	New
WOODWARD INC COM	COMMON	$1K	0.2%Prev: 0.1%	3,692 SH	Increased
XPO INC COM	COMMON	$304	0.0%	1,565 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $793
ADOBE INC COM — $215
ALLIANT ENERGY CORP COM — $328
ASSOCIATED BANC CORP COM — $393
BANK MONTREAL QUE COM — $285
BILL HOLDINGS INC COM — $821
BLOCK INC CL A — $898
CASELLA WASTE SYS INC CL A — $251
CHEVRON CORP NEW COM — $7K
CHUBB LIMITED COM — $295
COSTAR GROUP INC COM — $2K
COSTCO WHSL CORP NEW COM — $11K
DESCARTES SYS GROUP INC COM — $1K
DYNATRACE INC COM NEW — $224
FIDELITY NATL INFORMATION SV COM — $289
FISERV INC COM — $576
FORD MTR CO COM — $219
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT — $715
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY — $378
IRHYTHM TECHNOLOGIES INC COM — $1K
… and 23 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