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: $842K1 positionsView on SEC.gov

			% of Portfolio
AAR CORP COM	COMMON	$893	0.1%Prev: 0.1%	6,250 SH	Increased
ABBVIE INC COM	COMMON	$1K	0.1%Prev: 0.1%	4,265 SH	Increased-664 SH
ADAPTIVE BIOTECHNOLOGIES COR COM	COMMON	$450	0.1%	21,000 SH	New
ADVANCED MICRO DEVICES INC COM	COMMON	$466	0.1%	802 SH	New
AEROVIRONMENT INC COM	COMMON	$289	0.0%Prev: 0.1%	1,750 SH	Decreased-500 SH
AGNC INVT CORP COM	COMMON	$196	0.0%	18,000 SH	New
ALPHABET INC CAP STK CL A	COMMON	$26K	3.1%Prev: 2.0%	72,155 SH	Increased-17,035 SH
ALPHABET INC CAP STK CL C	COMMON	$14K	1.7%Prev: 1.2%	40,053 SH	Increased-13,157 SH
AMAZON COM INC COM	COMMON	$26K	3.0%Prev: 3.3%	107,196 SH	Decreased-12,247 SH
AMERICAN EXPRESS CO COM	COMMON	$12K	1.5%Prev: 1.7%	36,591 SH	Decreased-4,856 SH
AMETEK INC COM	COMMON	$2K	0.2%Prev: 0.3%	6,595 SH	Decreased-5,248 SH
AMGEN INC COM	COMMON	$2K	0.3%Prev: 0.3%	6,764 SH	Increased-640 SH
APPLE INC COM	COMMON	$24K	2.9%Prev: 2.5%	84,277 SH	Increased-13,656 SH
APPLIED MATLS INC COM	COMMON	$43K	5.2%Prev: 1.8%	60,159 SH	Increased-18,302 SH
ARISTA NETWORKS INC COM SHS	COMMON	$602	0.1%	3,543 SH	New
ASML HLDG NV N Y REGISTRY SHS	COMMON	$1K	0.2%	749 SH	New
ASSOCIATED BANC-CORP COM	COMMON	$523	0.1%	16,999 SH	New
AXON ENTERPRISE INC COM	COMMON	$2K	0.2%	3,315 SH	New
BANK MONTREAL MEDIUM COM	COMMON	$387	0.0%	2,189 SH	New
BANK OF AMER CORP COM	COMMON	$7K	0.8%	119,074 SH	New
BANK OF NY MELLON CORP COM	COMMON	$380	0.0%	2,628 SH	New
BERKSHIRE HATHAWAY INC DEL CL A	COMMON	$16K	1.9%Prev: 1.6%	21 SH	Increased+3 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	COMMON	$32K	3.7%Prev: 3.5%	63,052 SH	Increased+4,987 SH
BOEING CO COM	COMMON	$2K	0.3%Prev: 0.2%	10,244 SH	Increased+1,607 SH
BRISTOL-MYERS SQUIBB CO COM	COMMON	$371	0.0%Prev: 0.0%	6,435 SH	Increased+556 SH
BROADCOM INC COM	COMMON	$1K	0.2%Prev: 0.1%	3,688 SH	Increased-167 SH
BUILDERS FIRSTSOURCE INC COM	COMMON	$259	0.0%	2,900 SH	New
CAPITAL ONE FINL CORP COM	COMMON	$323	0.0%Prev: 0.0%	1,609 SH	Decreased+8 SH
CASELLA WASTE SYS INC CL A	COMMON	$218	0.0%Prev: 0.0%	2,250 SH	Decreased
CATERPILLAR INC COM	COMMON	$2K	0.3%Prev: 0.0%	2,224 SH	Increased+1,607 SH
CELCUITY INC COM	COMMON	$766	0.1%	7,318 SH	New
CHEVRON CORPORATION COM	COMMON	$7K	0.8%	42,336 SH	New
CHUBB LIMITED COM	COMMON	$328	0.0%Prev: 0.0%	962 SH	Increased-85 SH
CISCO SYS INC COM	COMMON	$2K	0.2%Prev: 0.1%	15,123 SH	Increased+826 SH
CME GROUP INC COM	COMMON	$364	0.0%Prev: 0.1%	1,650 SH	Decreased
COCA COLA CO COM	COMMON	$864	0.1%Prev: 0.1%	10,631 SH	Increased+881 SH
COSTCO WHOLESALE CORPORATION COM	COMMON	$9K	1.1%	9,521 SH	New
CROWDSTRIKE HLDGS INC CL A	COMMON	$1K	0.2%	1,698 SH	New
CURTISS WRIGHT CORP COM	COMMON	$720	0.1%Prev: 0.1%	950 SH	Increased
CVS HEALTH CORP COM	COMMON	$526	0.1%	5,090 SH	New
DEERE & CO COM	COMMON	$10K	1.1%Prev: 1.0%	14,986 SH	Increased-1,080 SH
DEVON ENERGY CORP NEW COM	COMMON	$548	0.1%	13,265 SH	New
DEXCOM INC COM	COMMON	$2K	0.2%Prev: 0.2%	23,645 SH	Decreased+2,445 SH
DIAMONDBACK ENERGY INC COM	COMMON	$2K	0.3%	12,802 SH	New
DIMENSIONAL ETF TRUST US MKTWIDE VALUE	OTHER	$727	0.1%Prev: 0.1%	13,215 SH	Increased+3,134 SH
DIMENSIONAL ETF TRUST US TARGETED VLU	OTHER	$898	0.1%Prev: 0.1%	12,851 SH	Increased+2,203 SH
DUTCH BROS INC CL A	COMMON	$503	0.1%Prev: 0.1%	7,000 SH	Increased
DYNEX CAP INC COM	COMMON	$393	0.0%	30,000 SH	New
ECOLAB INC COM	COMMON	$3K	0.4%Prev: 0.4%	10,641 SH	Increased+26 SH
ELI LILLY & CO COM	COMMON	$4K	0.5%Prev: 0.2%	3,321 SH	Increased+1,389 SH
EMERSON ELEC CO COM	COMMON	$812	0.1%Prev: 0.1%	5,672 SH	Increased+16 SH
EMPNIA INC SERIES A-1	COMMON	$50	0.0%	10,000 SH	New
EVERPURE INC CL A	COMMON	$2K	0.2%	23,840 SH	New
EXXON MOBIL CORP COM	COMMON	$1K	0.1%Prev: 0.1%	8,165 SH	Increased+6 SH
FASTENAL CO COM	COMMON	$4K	0.4%Prev: 0.4%	77,167 SH	Increased+8,367 SH
FIRSTSERVICE CORP NEW COM	COMMON	$277	0.0%	1,950 SH	New
FLOOR & DECOR HLDGS INC CL A	COMMON	$273	0.0%	4,600 SH	New
GE AEROSPACE COM NEW	COMMON	$1K	0.1%Prev: 0.2%	3,116 SH	Decreased-2,071 SH
GE VERNOVA INC COM	COMMON	$5K	0.6%Prev: 0.3%	4,259 SH	Increased+169 SH
GENERAC HLDGS INC COM	COMMON	$4K	0.4%Prev: 0.1%	12,375 SH	Increased+5,625 SH
GENERAL DYNAMICS CORP COM	COMMON	$7K	0.9%Prev: 0.9%	20,904 SH	Increased-2,506 SH
GILEAD SCIENCES INC COM	COMMON	$570	0.1%Prev: 0.1%	4,515 SH	Increased-52 SH
GOLDMAN SACHS GROUP INC COM	COMMON	$2K	0.3%Prev: 1.4%	2,375 SH	Decreased-13,599 SH
GRAYSCALE BITCOIN MINI TR ET SHS NEW	OTHER	$254	0.0%Prev: 0.1%	9,789 SH	Decreased+1,153 SH
GUARDANT HEALTH INC COM	COMMON	$375	0.0%	2,500 SH	New
HEWLETT PACKARD ENTERPRISE C COM	COMMON	$258	0.0%	5,712 SH	New
HOME DEPOT INC COM	COMMON	$11K	1.3%Prev: 1.4%	30,557 SH	Decreased+795 SH
HONEYWELL AEROSPACE INC COM	COMMON	$3K	0.4%	14,369 SH	New
HONEYWELL INTL INC COM	COMMON	$3K	0.4%Prev: 0.9%	14,369 SH	Decreased-14,916 SH
HOWMET AEROSPACE INC COM	COMMON	$2K	0.2%Prev: 0.1%	6,199 SH	Increased+66 SH
IDEXX LABS INC COM	COMMON	$6K	0.7%Prev: 0.9%	11,778 SH	Decreased-841 SH
INTEL CORP COM	COMMON	$832	0.1%	5,958 SH	New
INTERNATIONAL BUSINESS MACHS COM	COMMON	$2K	0.2%Prev: 0.2%	5,488 SH	Decreased-946 SH
INTUIT COM	COMMON	$495	0.1%	1,895 SH	New
INTUITIVE SURGICAL INC COM NEW	COMMON	$2K	0.2%Prev: 0.3%	4,170 SH	Decreased+10 SH
INVESCO QQQ TR UNIT SER 1	OTHER	$1K	0.2%Prev: 0.3%	1,917 SH	Decreased-2,595 SH
IRHYTHM HOLDINGS INC COM	COMMON	$1K	0.2%	12,020 SH	New
ISHARES TR CORE MSCI EAFE	OTHER	$220	0.0%	2,286 SH	New
ISHARES TR CORE S&P SCP ETF	OTHER	$244	0.0%Prev: 0.0%	1,645 SH	Decreased-1,549 SH
ISHARES TR CORE S&P500 ETF	OTHER	$2K	0.2%Prev: 0.0%	2,752 SH	Increased+2,353 SH
ISHARES TR ESG MSCI KLD ETF	OTHER	$2K	0.2%	12,029 SH	New
ISHARES TR MSCI EAFE ETF	OTHER	$100K	11.9%Prev: 11.4%	961,159 SH	Increased-52,840 SH
ISHARES TR RUS 2000 GRW ETF	OTHER	$29K	3.4%Prev: 3.3%	72,513 SH	Increased-18,212 SH
ISHARES TR RUS 2000 VAL ETF	OTHER	$29K	3.5%Prev: 3.2%	132,146 SH	Increased-28,523 SH
ISHARES TR S&P 500 GRWT ETF	OTHER	$351	0.0%	2,550 SH	New
ISHARES TR S&P 500 VAL ETF	OTHER	$273	0.0%	1,203 SH	New
ISHARES TR SELECT DIVID ETF	OTHER	$393	0.0%Prev: 0.0%	2,512 SH	Increased+144 SH
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM	COMMON	$215	0.0%	3,500 SH	New
JOHNSON & JOHNSON COM	COMMON	$18K	2.2%Prev: 2.2%	71,527 SH	Increased-40,676 SH
JPMORGAN CHASE & CO COM	COMMON	$28K	3.3%	84,705 SH	New
KLA CORP COM NEW	COMMON	$217	0.0%	718 SH	New
LINDE PLC SHS	COMMON	$3K	0.3%Prev: 0.3%	5,054 SH	Increased+9 SH
LINEAGE CELL THERAPEUTICS IN COM	COMMON	$13	0.0%	10,000 SH	New
MCDONALDS CORP COM	COMMON	$747	0.1%Prev: 0.1%	2,767 SH	Decreased-45 SH
MEDLINE INC COM CL A	COMMON	$572	0.1%	14,500 SH	New
META PLATFORMS INC CL A	COMMON	$1K	0.2%Prev: 0.1%	2,423 SH	Increased+1,532 SH
MICRON TECHNOLOGY INC COM	COMMON	$245	0.0%	212 SH	New
MICROSOFT CORP COM	COMMON	$23K	2.7%Prev: 4.0%	60,384 SH	Decreased-3,939 SH
MUELLER INDS INC COM	COMMON	$382	0.0%Prev: 0.0%	3,106 SH	Increased
NICOLET BANKSHARES INC COM	COMMON	$222	0.0%	1,340 SH	New
NIGHTWARE INC	COMMON	$50	0.0%	98,039 SH	New
NIKE INC CL B	COMMON	$7K	0.8%Prev: 1.1%	167,392 SH	Decreased+39,172 SH
NORTHROP GRUMMAN CORP COM	COMMON	$6K	0.7%Prev: 0.8%	11,495 SH	Decreased-1,282 SH
NOVANTA INC COM	COMMON	$695	0.1%Prev: 0.0%	4,283 SH	Increased+1,850 SH
NVIDIA CORPORATION COM	COMMON	$7K	0.9%Prev: 0.2%	37,136 SH	Increased+28,339 SH
OREILLY AUTOMOTIVE INC COM	COMMON	$2K	0.2%Prev: 0.3%	18,950 SH	Decreased-3,325 SH
PACER FDS TR US CASH COWS 100	COMMON	$280	0.0%	4,500 SH	New
PALO ALTO NETWORKS INC COM	COMMON	$349	0.0%Prev: 0.0%	1,022 SH	Increased+32 SH
PEPSICO INC COM	COMMON	$10K	1.2%Prev: 1.2%	74,683 SH	Increased+1,598 SH
PFIZER INC COM	COMMON	$10K	1.2%Prev: 1.2%	416,886 SH	Increased+13,769 SH
PHILIP MORRIS INTL INC COM	COMMON	$673	0.1%	3,722 SH	New
PROCTER & GAMBLE CO COM	COMMON	$1K	0.1%	7,633 SH	New
PROSHARES TR PSHS ULT S&P 500	OTHER	$1K	0.1%Prev: 0.2%	18,110 SH	Increased+5,842 SH
PSB HLDGS INC WIS COM	COMMON	$2K	0.2%Prev: 0.1%	35,373 SH	Increased+1,000 SH
RB GLOBAL INC COM	COMMON	$2K	0.2%Prev: 0.4%	17,570 SH	Decreased-14,835 SH
RBC BEARINGS INC COM	COMMON	$386	0.0%	600 SH	New
ROCKWELL AUTOMATION INC COM	COMMON	$3K	0.4%Prev: 0.3%	6,537 SH	Increased+362 SH
RTX CORPORATION COM	COMMON	$269	0.0%Prev: 0.0%	1,418 SH	Decreased-657 SH
RUBRIK INC. CL A	COMMON	$361	0.0%	4,500 SH	New
SALESFORCE INC COM	COMMON	$4K	0.5%Prev: 2.0%	28,629 SH	Decreased-30,502 SH
SAVERS VALUE VLG INC COM	COMMON	$313	0.0%	31,000 SH	New
SCHWAB STRATEGIC TR US DIVIDEND EQ	OTHER	$358	0.0%	11,294 SH	New
SELECT SECTOR SPDR TR ST STR TECHN ETF	OTHER	$411	0.0%	2,156 SH	New
SERVICENOW INC COM	COMMON	$6K	0.8%Prev: 0.0%	64,514 SH	Increased+64,144 SH
SERVICETITAN INC SHS CL A	COMMON	$2K	0.2%	22,300 SH	New
SHERWIN WILLIAMS CO COM	COMMON	$467	0.1%	1,356 SH	New
SOFI TECHNOLOGIES INC COM	COMMON	$222	0.0%	12,400 SH	New
SPDR GOLD TR GOLD SHS	OTHER	$236	0.0%	642 SH	New
SPDR SERIES TRUST ST STR SP DIV	OTHER	$288	0.0%	1,894 SH	New
SPX TECHNOLOGIES INC COM	COMMON	$392	0.0%Prev: 0.0%	1,600 SH	Increased
STARBUCKS CORP COM	COMMON	$8K	0.9%Prev: 0.9%	76,964 SH	Increased-2,185 SH
STATE STR SPDR S&P 500 ETF T TR UNIT	OTHER	$2K	0.2%	2,527 SH	New
STORA ENSO OYJ SPON ADR REP R	COMMON	$806	0.1%Prev: 0.1%	75,636 SH	Decreased-4,364 SH
STRYKER CORPORATION COM	COMMON	$2K	0.2%Prev: 0.3%	5,640 SH	Decreased-184 SH
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	COMMON	$614	0.1%	1,286 SH	New
TESLA INC COM	COMMON	$308	0.0%	733 SH	New
TEXAS INSTRS INC COM	COMMON	$773	0.1%Prev: 0.1%	2,594 SH	Increased+210 SH
TEXAS PACIFIC LAND CORPORATI COM	COMMON	$492	0.1%	1,125 SH	New
TOAST INC CL A	COMMON	$1K	0.2%Prev: 0.3%	47,550 SH	Decreased+2,550 SH
TOTALENERGIES SE ACT	COMMON	$471	0.1%	6,053 SH	New
TRANSDIGM GROUP INC COM	COMMON	$3K	0.4%Prev: 0.4%	2,325 SH	Decreased+150 SH
TYLER TECHNOLOGIES INC COM	COMMON	$413	0.0%Prev: 0.0%	1,414 SH	Increased+864 SH
UBER TECHNOLOGIES INC COM	COMMON	$2K	0.2%Prev: 0.3%	20,903 SH	Decreased-4,397 SH
UL SOLUTIONS INC CLASS A COM SHS	COMMON	$698	0.1%Prev: 0.1%	6,850 SH	Increased+850 SH
UNILEVER PLC SPON ADR NEW	COMMON	$232	0.0%Prev: 0.0%	3,865 SH	Decreased-485 SH
UNION PAC CORP COM	COMMON	$736	0.1%Prev: 0.1%	2,705 SH	Increased+17 SH
UNITEDHEALTH GROUP INC COM	COMMON	$12K	1.4%Prev: 1.0%	28,869 SH	Increased+4,452 SH
VANGUARD BD INDEX FDS INTERMED TERM	OTHER	$329	0.0%Prev: 0.1%	4,295 SH	Decreased-3,479 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	OTHER	$412	0.0%Prev: 0.1%	5,284 SH	Decreased-4,209 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	OTHER	$330	0.0%Prev: 0.1%	4,497 SH	Decreased-3,680 SH
VANGUARD INDEX FDS GROWTH ETF	OTHER	$5K	0.5%Prev: 0.5%	53,570 SH	Increased+43,820 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	OTHER	$28K	3.4%Prev: 4.0%	92,394 SH	Decreased-19,881 SH
VANGUARD INDEX FDS MCAP VL IDXVIP	OTHER	$29K	3.4%Prev: 3.6%	146,282 SH	Decreased-30,218 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	OTHER	$18K	2.2%Prev: 1.4%	26,737 SH	Increased+7,682 SH
VANGUARD INDEX FDS SM CP VAL ETF	OTHER	$643	0.1%Prev: 0.1%	2,647 SH	Increased-86 SH
VANGUARD INDEX FDS SML CP GRW ETF	OTHER	$652	0.1%Prev: 0.1%	1,784 SH	Increased-85 SH
VANGUARD INDEX FDS TOTAL STK MKT	OTHER	$7K	0.8%Prev: 0.7%	17,750 SH	Increased+495 SH
VANGUARD INDEX FDS VALUE ETF	OTHER	$4K	0.4%Prev: 0.4%	17,314 SH	Increased-1,081 SH
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	OTHER	$33K	3.9%Prev: 3.7%	556,067 SH	Increased-35,163 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	OTHER	$483	0.1%Prev: 0.1%	6,115 SH	Decreased-3,297 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	OTHER	$237	0.0%Prev: 0.0%	1,000 SH	Increased
VANGUARD STAR FDS VG TL INTL STK F	OTHER	$6K	0.7%Prev: 0.6%	65,411 SH	Increased+350 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	OTHER	$802	0.1%Prev: 0.1%	5,076 SH	Increased-1 SH
VANGUARD WORLD FD ESG INTL STK ETF	OTHER	$2K	0.3%	25,902 SH	New
VERISK ANALYTICS INC COM	COMMON	$5K	0.6%Prev: 1.0%	28,652 SH	Decreased+3,370 SH
VERIZON COMMUNICATIONS INC COM	COMMON	$400	0.0%Prev: 0.0%	9,453 SH	Increased+2,543 SH
VIPER ENERGY INC CL A	COMMON	$276	0.0%	6,500 SH	New
VISA INC COM CL A	COMMON	$2K	0.3%Prev: 0.2%	7,038 SH	Increased+1,497 SH
WABTEC COM	COMMON	$1K	0.1%Prev: 0.2%	3,940 SH	Decreased-5,546 SH
WALMART INC COM	COMMON	$14K	1.7%Prev: 1.8%	123,573 SH	Decreased-21,894 SH
WASTE MGMT INC DEL COM	COMMON	$9K	1.1%Prev: 1.2%	42,456 SH	Decreased+541 SH
WATSCO INC COM	COMMON	$761	0.1%	1,825 SH	New
WAYSTAR HLDG CORP COM	COMMON	$326	0.0%	15,900 SH	New
WEC ENERGY GROUP INC COM	COMMON	$274	0.0%Prev: 0.1%	2,343 SH	Decreased-2,946 SH
WELLS FARGO & CO COM	COMMON	$408	0.0%	4,942 SH	New
WELLS FARGO & CO PERP PFD CNV A	COMMON	$463	0.1%	400 SH	New
WOODWARD INC COM	COMMON	$2K	0.2%Prev: 0.1%	3,692 SH	Increased
XPO INC COM	COMMON	$321	0.0%	1,565 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $812
ACCENTURE PLC IRELAND SHS CLASS A — $562
AON PLC SHS CL A — $2K
ASSOCIATED BANC CORP COM — $445
BANK AMERICA CORP COM — $735
BANK MONTREAL QUE COM — $309
BANK NEW YORK MELLON CORP COM — $237
BILL HOLDINGS INC COM — $1K
BLACKSTONE INC COM — $2K
CARRIER GLOBAL CORPORATION COM — $222
CHEVRON CORP NEW COM — $7K
CLEARWATER ANALYTICS HLDGS I CL A — $214
COSTAR GROUP INC COM — $2K
COSTCO WHSL CORP NEW COM — $11K
DESCARTES SYS GROUP INC COM — $1K
DISNEY WALT CO COM — $12K
DYNATRACE INC COM NEW — $317
FIDELITY NATL INFORMATION SV COM — $338
FISERV INC COM — $398
FORD MTR CO COM — $240
… and 38 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