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: $825K1 positionsView on SEC.gov

			% of Portfolio
AAR CORP COM	COMMON	$634	0.1%Prev: 0.1%	6,250 SH	Increased
ABBVIE INC COM	COMMON	$1K	0.1%Prev: 0.1%	4,248 SH	Decreased-681 SH
ADAPTIVE BIOTECHNOLOGIES COR COM	COMMON	$607	0.1%	21,000 SH	New
ADVANCED MICRO DEVICES INC COM	COMMON	$491	0.1%	802 SH	New
AEROVIRONMENT INC COM	COMMON	$395	0.0%Prev: 0.1%	2,780 SH	Decreased+1,030 SH
AGNC INVT CORP COM	COMMON	$254	0.0%	28,000 SH	New
ALPHABET INC CAP STK CL A	COMMON	$24K	3.0%Prev: 2.5%	70,847 SH	Increased-15,330 SH
ALPHABET INC CAP STK CL C	COMMON	$13K	1.6%Prev: 1.5%	39,031 SH	Increased-12,420 SH
AMAZON COM INC COM	COMMON	$27K	3.2%Prev: 3.1%	106,472 SH	Increased-11,663 SH
AMERICAN EXPRESS CO COM	COMMON	$11K	1.3%Prev: 1.6%	36,046 SH	Decreased-4,788 SH
AMETEK INC COM	COMMON	$2K	0.2%Prev: 0.2%	6,593 SH	Increased-1,550 SH
AMGEN INC COM	COMMON	$3K	0.3%Prev: 0.2%	6,764 SH	Increased-638 SH
APPLE INC COM	COMMON	$27K	3.3%Prev: 2.9%	82,389 SH	Increased-14,638 SH
APPLIED MATLS INC COM	COMMON	$29K	3.6%Prev: 1.9%	57,389 SH	Increased-20,508 SH
ARISTA NETWORKS INC COM SHS	COMMON	$721	0.1%	3,543 SH	New
ASML HLDG NV N Y REGISTRY SHS	COMMON	$1K	0.2%	784 SH	New
ASSOCIATED BANC-CORP COM	COMMON	$488	0.1%	17,026 SH	New
AT&T INC COM	COMMON	$212	0.0%	8,674 SH	New
AXON ENTERPRISE INC COM	COMMON	$1K	0.2%	3,315 SH	New
BANK OF AMER CORP COM	COMMON	$6K	0.8%	118,110 SH	New
BANK OF MONTREAL COM	COMMON	$366	0.0%	2,189 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: 1.7%	21 SH	Increased+2 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	COMMON	$31K	3.8%Prev: 3.5%	62,968 SH	Increased+5,132 SH
BOEING CO COM	COMMON	$2K	0.2%Prev: 0.2%	10,935 SH	Increased+2,500 SH
BRISTOL-MYERS SQUIBB CO COM	COMMON	$402	0.0%Prev: 0.0%	6,435 SH	Increased+515 SH
BROADCOM INC COM	COMMON	$1K	0.2%Prev: 0.2%	3,532 SH	Decreased-373 SH
CAPITAL ONE FINL CORP COM	COMMON	$309	0.0%Prev: 0.0%	1,601 SH	Decreased
CASELLA WASTE SYS INC CL A	COMMON	$362	0.0%Prev: 0.0%	4,500 SH	Increased+1,250 SH
CATERPILLAR INC COM	COMMON	$2K	0.2%Prev: 0.0%	2,224 SH	Increased+1,602 SH
CELCUITY INC COM	COMMON	$424	0.1%Prev: 0.0%	5,335 SH	Increased-265 SH
CHEVRON CORPORATION COM	COMMON	$8K	1.0%	41,380 SH	New
CHUBB LIMITED COM	COMMON	$313	0.0%Prev: 0.0%	962 SH	Increased+245 SH
CISCO SYS INC COM	COMMON	$2K	0.2%Prev: 0.1%	15,123 SH	Increased+49 SH
CME GROUP INC COM	COMMON	$432	0.1%Prev: 0.1%	1,650 SH	Decreased
COCA COLA CO COM	COMMON	$812	0.1%Prev: 0.1%	9,431 SH	Increased-419 SH
COSTCO WHOLESALE CORPORATION COM	COMMON	$9K	1.1%	9,530 SH	New
CROWDSTRIKE HLDGS INC CL A	COMMON	$2K	0.2%	6,792 SH	New
CURTISS WRIGHT CORP COM	COMMON	$538	0.1%Prev: 0.1%	988 SH	Increased+38 SH
CVS HEALTH CORP COM	COMMON	$433	0.1%	5,050 SH	New
DEERE & CO COM	COMMON	$14K	1.7%Prev: 0.9%	20,608 SH	Increased+4,356 SH
DEVON ENERGY CORP NEW COM	COMMON	$611	0.1%Prev: 0.1%	13,265 SH	Increased+15 SH
DEXCOM INC COM	COMMON	$2K	0.2%Prev: 0.2%	23,645 SH	Increased+3,095 SH
DIAMONDBACK ENERGY INC COM	COMMON	$2K	0.3%Prev: 0.2%	11,800 SH	Increased+450 SH
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	$854	0.1%Prev: 0.1%	12,851 SH	Increased+2,203 SH
DUTCH BROS INC CL A	COMMON	$270	0.0%Prev: 0.0%	7,000 SH	Decreased
DYNEX CAP INC COM	COMMON	$379	0.0%	34,000 SH	New
ECOLAB INC COM	COMMON	$3K	0.4%Prev: 0.3%	10,637 SH	Increased+22 SH
EDWARDS LIFESCIENCES CORP COM	COMMON	$904	0.1%	10,480 SH	New
ELI LILLY & CO COM	COMMON	$4K	0.5%Prev: 0.2%	3,371 SH	Increased+1,439 SH
EMERSON ELEC CO COM	COMMON	$880	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	0.3%	16,275 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	COMMON	$1K	0.2%	8,165 SH	New
FASTENAL CO COM	COMMON	$4K	0.5%Prev: 0.4%	77,167 SH	Increased+8,367 SH
FIRSTSERVICE CORP NEW COM	COMMON	$249	0.0%Prev: 0.0%	1,950 SH	Decreased+500 SH
FLEXSHARES TR NRTRN TR QLTY DV	OTHER	$399	0.0%	4,486 SH	New
GE AEROSPACE COM NEW	COMMON	$966	0.1%Prev: 0.2%	3,093 SH	Decreased-2,094 SH
GE VERNOVA INC COM	COMMON	$4K	0.5%Prev: 0.3%	4,253 SH	Increased+159 SH
GENERAC HLDGS INC COM	COMMON	$3K	0.3%Prev: 0.1%	12,375 SH	Increased+5,625 SH
GENERAL DYNAMICS CORP COM	COMMON	$7K	0.8%Prev: 0.9%	20,570 SH	Decreased-2,512 SH
GILEAD SCIENCES INC COM	COMMON	$673	0.1%Prev: 0.1%	4,515 SH	Increased-10 SH
GOLDMAN SACHS GROUP INC COM	COMMON	$2K	0.3%Prev: 1.5%	2,292 SH	Decreased-13,197 SH
GRAYSCALE BITCOIN MINI TR ET SHS NEW	OTHER	$362	0.0%Prev: 0.1%	9,789 SH	Decreased+1,153 SH
GUARDANT HEALTH INC COM	COMMON	$446	0.1%	2,500 SH	New
HEWLETT PACKARD ENTERPRISE C COM	COMMON	$365	0.0%	5,712 SH	New
HOME DEPOT INC COM	COMMON	$8K	1.0%Prev: 1.4%	29,473 SH	Decreased-323 SH
HONEYWELL INTL INC COM	COMMON	$5K	0.7%Prev: 0.8%	26,013 SH	Decreased-4,066 SH
HOWMET AEROSPACE INC COM	COMMON	$1K	0.2%Prev: 0.1%	6,195 SH	Increased+62 SH
IDEXX LABS INC COM	COMMON	$6K	0.8%Prev: 0.9%	11,867 SH	Decreased-329 SH
INTEL CORP COM	COMMON	$837	0.1%	6,958 SH	New
INTERNATIONAL BUSINESS MACHS COM	COMMON	$1K	0.1%Prev: 0.2%	5,288 SH	Decreased-1,146 SH
INTUITIVE SURGICAL INC COM NEW	COMMON	$2K	0.3%Prev: 0.2%	5,870 SH	Increased+1,710 SH
INVESCO QQQ TR UNIT SER 1	OTHER	$1K	0.2%Prev: 0.3%	1,819 SH	Decreased-2,681 SH
IRHYTHM HOLDINGS INC COM	COMMON	$1K	0.2%	12,020 SH	New
ISHARES BITCOIN TRUST ETF SHS BEN INT	OTHER	$264	0.0%Prev: 0.0%	5,574 SH	Decreased+1,142 SH
ISHARES TR CORE S&P MCP ETF	OTHER	$385	0.0%	5,353 SH	New
ISHARES TR CORE S&P SCP ETF	OTHER	$224	0.0%Prev: 0.0%	1,645 SH	Decreased-367 SH
ISHARES TR CORE S&P500 ETF	OTHER	$2K	0.3%Prev: 0.0%	2,891 SH	Increased+2,492 SH
ISHARES TR CORE US AGGBD ET	OTHER	$426	0.1%	4,508 SH	New
ISHARES TR ESG MSCI KLD ETF	OTHER	$2K	0.3%	15,533 SH	New
ISHARES TR MSCI EAFE ETF	OTHER	$100K	12.1%Prev: 11.8%	959,374 SH	Increased-99,313 SH
ISHARES TR RUS 2000 GRW ETF	OTHER	$25K	3.0%Prev: 3.4%	70,462 SH	Decreased-18,506 SH
ISHARES TR RUS 2000 VAL ETF	OTHER	$27K	3.2%Prev: 3.3%	127,265 SH	Decreased-31,223 SH
ISHARES TR S&P 500 GRWT ETF	OTHER	$382	0.0%Prev: 0.0%	2,685 SH	Increased+135 SH
ISHARES TR S&P 500 VAL ETF	OTHER	$260	0.0%Prev: 0.0%	1,140 SH	Increased-63 SH
ISHARES TR SELECT DIVID ETF	OTHER	$230	0.0%Prev: 0.0%	1,512 SH	Decreased-992 SH
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM	COMMON	$276	0.0%	4,500 SH	New
JOHNSON & JOHNSON COM	COMMON	$18K	2.2%Prev: 2.5%	69,311 SH	Decreased-43,246 SH
JPMORGAN CHASE & CO COM	COMMON	$28K	3.3%	83,147 SH	New
LINDE PLC SHS	COMMON	$2K	0.3%Prev: 0.3%	5,048 SH
LPL FINL HLDGS INC COM	COMMON	$215	0.0%Prev: 0.0%	702 SH	Decreased
MCDONALDS CORP COM	COMMON	$638	0.1%Prev: 0.1%	2,762 SH	Decreased-50 SH
META PLATFORMS INC CL A	COMMON	$8K	1.0%Prev: 0.1%	11,587 SH	Increased+10,696 SH
MICRON TECHNOLOGY INC COM	COMMON	$226	0.0%	212 SH	New
MICROSOFT CORP COM	COMMON	$31K	3.7%Prev: 3.9%	59,543 SH	Decreased-3,509 SH
MUELLER INDS INC COM	COMMON	$377	0.0%Prev: 0.0%	6,212 SH	Increased+3,106 SH
NICOLET BANKSHARES INC COM	COMMON	$218	0.0%	1,340 SH	New
NIGHTWARE INC	COMMON	$50	0.0%Prev: 0.0%	98,039 SH
NIKE INC CL B	COMMON	$3K	0.4%Prev: 1.1%	86,547 SH	Decreased-41,714 SH
NORTHROP GRUMMAN CORP COM	COMMON	$6K	0.7%Prev: 0.9%	11,517 SH	Decreased-1,069 SH
NOVANTA INC COM	COMMON	$609	0.1%	4,283 SH	New
NVIDIA CORPORATION COM	COMMON	$9K	1.1%Prev: 0.2%	40,291 SH	Increased+31,516 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	$312	0.0%Prev: 0.0%	4,676 SH	Increased+176 SH
PALO ALTO NETWORKS INC COM	COMMON	$406	0.0%Prev: 0.0%	1,022 SH	Increased+32 SH
PEPSICO INC COM	COMMON	$10K	1.2%Prev: 1.3%	75,537 SH	Decreased-1,931 SH
PFIZER INC COM	COMMON	$12K	1.4%Prev: 1.2%	418,180 SH	Increased+6,317 SH
PHILIP MORRIS INTL INC COM	COMMON	$996	0.1%	5,224 SH	New
PROCTER & GAMBLE CO COM	COMMON	$1K	0.1%	7,606 SH	New
PROSHARES TR PSHS ULT S&P 500	OTHER	$1K	0.1%Prev: 0.2%	16,525 SH	Decreased+4,257 SH
PSB HLDGS INC WIS COM	COMMON	$2K	0.2%Prev: 0.1%	29,373 SH	Increased-6,000 SH
RB GLOBAL INC COM	COMMON	$319	0.0%Prev: 0.4%	3,925 SH	Decreased-27,580 SH
RBC BEARINGS INC COM	COMMON	$300	0.0%Prev: 0.0%	600 SH	Increased
ROCKWELL AUTOMATION INC COM	COMMON	$3K	0.3%Prev: 0.3%	6,535 SH	Increased+360 SH
RTX CORPORATION COM	COMMON	$260	0.0%Prev: 0.0%	1,402 SH	Increased
RUBRIK INC. CL A	COMMON	$515	0.1%	4,500 SH	New
SALESFORCE INC COM	COMMON	$7K	0.8%Prev: 1.7%	28,390 SH	Decreased-31,260 SH
SAVERS VALUE VLG INC COM	COMMON	$345	0.0%	37,500 SH	New
SCHWAB STRATEGIC TR US DIVIDEND EQ	OTHER	$408	0.0%	12,553 SH	New
SELECT SECTOR SPDR TR ST STR TECHN ETF	OTHER	$422	0.1%	2,156 SH	New
SERVICENOW INC COM	COMMON	$9K	1.1%Prev: 0.0%	65,236 SH	Increased+64,866 SH
SERVICETITAN INC SHS CL A	COMMON	$1K	0.2%Prev: 0.0%	22,300 SH	Increased+19,700 SH
SHERWIN WILLIAMS CO COM	COMMON	$711	0.1%Prev: 0.0%	2,200 SH	Increased+1,000 SH
SILICON MOTION TECHNOLOGY CO SPONSORED ADR	COMMON	$248	0.0%	885 SH	New
SOFI TECHNOLOGIES INC COM	COMMON	$390	0.0%	24,800 SH	New
SPACE EXPLORATION TECHN CORP CLASS A COM STK	COMMON	$595	0.1%	3,943 SH	New
SPDR GOLD TR GOLD SHS	OTHER	$244	0.0%	642 SH	New
SPDR SERIES TRUST ST STR SP DIV	OTHER	$277	0.0%	1,894 SH	New
SPX TECHNOLOGIES INC COM	COMMON	$271	0.0%Prev: 0.0%	1,600 SH	Decreased
STARBUCKS CORP COM	COMMON	$7K	0.9%Prev: 0.7%	76,207 SH	Increased+7,477 SH
STATE STR SPDR S&P 500 ETF T TR UNIT	OTHER	$3K	0.3%	3,457 SH	New
STORA ENSO OYJ SPON ADR REP R	COMMON	$873	0.1%Prev: 0.1%	75,636 SH	Increased
STRYKER CORPORATION COM	COMMON	$2K	0.2%Prev: 0.3%	5,638 SH	Decreased-186 SH
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	COMMON	$655	0.1%	1,436 SH	New
TELIX PHARMACEUTICAL LTD SPONSORED ADS	COMMON	$186	0.0%	17,000 SH	New
TENET HEALTHCARE CORP COM NEW	COMMON	$239	0.0%	937 SH	New
TEXAS INSTRS INC COM	COMMON	$724	0.1%Prev: 0.1%	2,584 SH	Increased+200 SH
TEXAS PACIFIC LAND CORPORATI COM	COMMON	$367	0.0%	1,125 SH	New
TOAST INC CL A	COMMON	$1K	0.2%Prev: 0.2%	47,550 SH	Decreased+2,550 SH
TOTALENERGIES SE ACT	COMMON	$492	0.1%	5,750 SH	New
TRANSDIGM GROUP INC COM	COMMON	$3K	0.3%Prev: 0.3%	2,325 SH	Decreased+200 SH
TYLER TECHNOLOGIES INC COM	COMMON	$442	0.1%Prev: 0.0%	1,388 SH	Increased+738 SH
UBER TECHNOLOGIES INC COM	COMMON	$1K	0.2%Prev: 0.2%	20,885 SH	Decreased+2,385 SH
UL SOLUTIONS INC CLASS A COM SHS	COMMON	$712	0.1%Prev: 0.1%	10,850 SH	Increased+4,000 SH
UNILEVER PLC SPON ADR NEW	COMMON	$235	0.0%Prev: 0.0%	3,865 SH	Decreased-485 SH
UNION PAC CORP COM	COMMON	$734	0.1%Prev: 0.1%	2,698 SH	Increased+10 SH
UNITEDHEALTH GROUP INC COM	COMMON	$5K	0.6%Prev: 1.1%	14,554 SH	Decreased-12,271 SH
VANGUARD BD INDEX FDS INTERMED TERM	OTHER	$352	0.0%Prev: 0.1%	4,832 SH	Decreased-3,404 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	OTHER	$454	0.1%Prev: 0.1%	5,945 SH	Decreased-4,151 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	OTHER	$355	0.0%Prev: 0.1%	5,060 SH	Decreased-3,614 SH
VANGUARD INDEX FDS MRNGSTR GRWT ETF	OTHER	$5K	0.6%	52,115 SH	New
VANGUARD INDEX FDS MRNGSTR MD CP GR	OTHER	$26K	3.2%	89,181 SH	New
VANGUARD INDEX FDS MRNGSTR MD CP VA	OTHER	$27K	3.3%	138,858 SH	New
VANGUARD INDEX FDS MRNGSTR SM CP GR	OTHER	$593	0.1%	1,754 SH	New
VANGUARD INDEX FDS MRNGSTR SML CP V	OTHER	$567	0.1%	2,456 SH	New
VANGUARD INDEX FDS MRNGSTR TTL STK	OTHER	$6K	0.7%	16,445 SH	New
VANGUARD INDEX FDS MRNGSTR VAL ETF	OTHER	$4K	0.4%	16,658 SH	New
VANGUARD INDEX FDS S&P 500 ETF SHS	OTHER	$19K	2.3%Prev: 1.4%	26,837 SH	Increased+7,455 SH
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	OTHER	$33K	4.0%Prev: 3.9%	557,800 SH	Increased-50,372 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	OTHER	$454	0.1%Prev: 0.1%	5,872 SH	Decreased-4,126 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	OTHER	$233	0.0%Prev: 0.0%	1,000 SH	Increased
VANGUARD STAR FDS VG TL INTL STK F	OTHER	$5K	0.7%Prev: 0.6%	64,559 SH	Increased-5,806 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	OTHER	$908	0.1%Prev: 0.1%	5,849 SH	Increased+438 SH
VANGUARD WORLD FD ESG INTL STK ETF	OTHER	$2K	0.3%Prev: 0.1%	28,799 SH	Increased+11,973 SH
VERISK ANALYTICS INC COM	COMMON	$5K	0.6%Prev: 0.8%	29,141 SH	Decreased+3,054 SH
VERIZON COMMUNICATIONS INC COM	COMMON	$384	0.0%Prev: 0.0%	8,361 SH	Increased+1,856 SH
VIPER ENERGY INC CL A	COMMON	$259	0.0%Prev: 0.0%	6,500 SH	Decreased-900 SH
VISA INC COM CL A	COMMON	$3K	0.3%Prev: 0.2%	7,026 SH	Increased+1,435 SH
WABTEC COM	COMMON	$1K	0.1%Prev: 0.1%	3,938 SH	Decreased-2,320 SH
WALMART INC COM	COMMON	$13K	1.6%Prev: 1.8%	123,070 SH	Decreased-21,300 SH
WASTE MGMT INC DEL COM	COMMON	$9K	1.0%Prev: 1.1%	42,165 SH	Decreased-296 SH
WAYSTAR HLDG CORP COM	COMMON	$1K	0.2%Prev: 0.0%	57,700 SH	Increased+50,200 SH
WEC ENERGY GROUP INC COM	COMMON	$236	0.0%Prev: 0.1%	2,343 SH	Decreased-1,978 SH
WELLS FARGO & CO COM	COMMON	$392	0.0%	4,901 SH	New
WELLS FARGO & CO PERP PFD CNV A	COMMON	$432	0.1%	400 SH	New
WOODWARD INC COM	COMMON	$1K	0.1%Prev: 0.1%	3,692 SH	Increased
XPO INC COM	COMMON	$275	0.0%Prev: 0.0%	1,565 SH	Increased

Sold (vs prior filing)

ABBOTT LABS COM — $800
ACCENTURE PLC IRELAND SHS CLASS A — $464
AON PLC SHS CL A — $2K
APPLOVIN CORP COM CL A — $3K
ASSOCIATED BANC CORP COM — $471
BANK AMERICA CORP COM — $737
BANK MONTREAL QUE COM — $363
BANK NEW YORK MELLON CORP COM — $284
BILL HOLDINGS INC COM — $1K
BLACKSTONE INC COM — $2K
CACI INTL INC CL A — $299
CHEVRON CORP NEW COM — $7K
COSTAR GROUP INC COM — $2K
COSTCO WHSL CORP NEW COM — $10K
DESCARTES SYS GROUP INC COM — $1K
DISNEY WALT CO COM — $11K
DOXIMITY INC CL A — $201
DYNATRACE INC COM NEW — $279
EXXON MOBIL CORP COM — $920
FIDELITY NATL INFORMATION SV COM — $274
… and 44 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