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CIK 0002136600 • 1 13F filing • Aug 14, 2026 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AON PLC | SHS CL A | $293K | 0.2%Prev: 0.3% | 1,000 SH | Decreased |
| APPLE INC | COM | $2.4M | 1.4%Prev: 1.6% | 10,962 SH | Increased-95 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.8M | 1.0% | 300 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.6%Prev: 0.5% | 2,592 SH | Increased+722 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $533K | 0.3%Prev: 0.4% | 6,878 SH | Decreased |
| CONSOLIDATED EDISON INC | COM | $239K | 0.1%Prev: 0.2% | 2,687 SH | Increased+66 SH |
| DANAHER CORPORATION | COM | $228K | 0.1% | 934 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.0M | 3.4%Prev: 2.1% | 224,023 SH | Increased+104,979 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $358K | 0.2%Prev: 0.3% | 13,834 SH | Increased-1,327 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.1M | 1.8%Prev: 2.3% | 104,607 SH | Decreased-10,515 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.2M | 7.5%Prev: 4.1% | 503,421 SH | Increased+278,780 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $10.6M | 6.0%Prev: 4.1% | 225,836 SH | Increased+108,607 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.1M | 1.2%Prev: 1.1% | 64,905 SH | Increased+8,972 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $24.5M | 13.9%Prev: 13.8% | 765,834 SH | Increased+71,623 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.1M | 3.5%Prev: 4.0% | 155,790 SH | Increased+95 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.8M | 2.7%Prev: 3.4% | 80,167 SH | Increased-3,702 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $5.7M | 3.3%Prev: 1.4% | 200,632 SH | Increased+128,670 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $2.9M | 1.7%Prev: 2.1% | 57,150 SH | Increased-3,365 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $229K | 0.1%Prev: 0.2% | 9,000 SH | Increased-93 SH |
| EXXON MOBIL CORP | COM | $449K | 0.3%Prev: 0.3% | 3,906 SH | Increased+170 SH |
| HOME DEPOT INC | COM | $228K | 0.1%Prev: 0.2% | 679 SH | Decreased-92 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $507K | 0.3%Prev: 0.3% | 3,109 SH | Increased+293 SH |
| ISHARES TR | CORE S&P SCP ETF | $950K | 0.5%Prev: 0.7% | 8,979 SH | Decreased-579 SH |
| ISHARES TR | CORE S&P TTL STK | $351K | 0.2% | 2,953 SH | New |
| ISHARES TR | CORE S&P500 ETF | $32.9M | 18.7%Prev: 20.1% | 60,014 SH | Increased-229 SH |
| ISHARES TR | MICRO-CAP ETF | $719K | 0.4%Prev: 0.5% | 6,361 SH | Decreased-315 SH |
| ISHARES TR | RUS 1000 ETF | $5.1M | 2.9%Prev: 3.4% | 17,055 SH | Increased-1,860 SH |
| ISHARES TR | RUS 1000 GRW ETF | $531K | 0.3%Prev: 0.3% | 1,443 SH | Increased+157 SH |
| ISHARES TR | RUS 1000 VAL ETF | $425K | 0.2%Prev: 0.3% | 2,450 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $2.2M | 1.2%Prev: 1.3% | 23,371 SH | Increased-1,011 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.5M | 0.8%Prev: 1.0% | 8,147 SH | Increased-49 SH |
| ISHARES TR | SP SMCP600VL ETF | $451K | 0.3%Prev: 0.3% | 4,689 SH | Increased |
| JOHNSON & JOHNSON | COM | $744K | 0.4%Prev: 0.7% | 5,079 SH | Decreased-327 SH |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.6% | 5,107 SH | New |
| MCKESSON CORP | COM | $371K | 0.2%Prev: 0.2% | 633 SH | Increased |
| MICROSOFT CORP | COM | $1.8M | 1.0%Prev: 1.0% | 3,932 SH | Increased-34 SH |
| NVIDIA CORPORATION | COM | $543K | 0.3% | 4,370 SH | New |
| ORACLE CORP | COM | $226K | 0.1% | 1,576 SH | New |
| PIMCO ETF TR | 1-5 US TIP IDX | $2.6M | 1.5%Prev: 1.5% | 49,962 SH | Increased+11,248 SH |
| SELECTIVE INS GROUP INC | COM | $537K | 0.3%Prev: 0.4% | 5,694 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $701K | 0.4%Prev: 0.9% | 9,183 SH | Decreased-6,557 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $558K | 0.3%Prev: 0.6% | 7,805 SH | Decreased-3,761 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $367K | 0.2%Prev: 0.3% | 1,465 SH | Increased-320 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $259K | 0.1% | 1,076 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.6%Prev: 0.7% | 12,853 SH | Increased+1,936 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $251K | 0.1% | 500 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.3M | 1.9%Prev: 2.3% | 18,337 SH | Increased-534 SH |
| VANGUARD INDEX FDS | VALUE ETF | $8.6M | 4.9%Prev: 6.1% | 53,874 SH | Increased-3,830 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $471K | 0.3%Prev: 0.3% | 10,749 SH | Increased-630 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $16.2M | 9.2%Prev: 10.5% | 336,205 SH | Increased+39,988 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.6M | 2.0%Prev: 2.7% | 72,655 SH | Decreased-5,574 SH |
| Q4 2023 |
| 13F-HR |
| 0001951757-26-001648 |
| $152.0M |
| View |
| Oct 1, 2026 | Q4 2022 | 13F-HR | 0001951757-26-001647 | $116.6M | View |
| Oct 1, 2026 | Q4 2021 | 13F-HR | 0001951757-26-001637 | $99.0M | View |
| Oct 1, 2026 | Q3 2025 | 13F-HR | 0001951757-26-001632 | $262.3M | View |
| Oct 1, 2026 | Q3 2024 | 13F-HR | 0001951757-26-001635 | $199.4M | View |
| Oct 1, 2026 | Q3 2023 | 13F-HR | 0001951757-26-001645 | $135.2M | View |
| Oct 1, 2026 | Q3 2022 | 13F-HR | 0001951757-26-001644 | $106.9M | View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001261 | $299.1M | View |
| Oct 1, 2026 | Q2 2025 | 13F-HR | 0001951757-26-001643 | $242.9M | View |
| Oct 1, 2026 | Q2 2024 | 13F-HR | 0001951757-26-001636 | $175.6M | View |
| Oct 1, 2026 | Q2 2023 | 13F-HR | 0001951757-26-001650 | $133.9M | View |
| Oct 1, 2026 | Q2 2022 | 13F-HR | 0001951757-26-001639 | $108.1M | View |
| Oct 1, 2026 | Q1 2026 | 13F-HR | 0001951757-26-001642 | $259.5M | View |
| Oct 1, 2026 | Q1 2025 | 13F-HR | 0001951757-26-001633 | $211.0M | View |
| Oct 1, 2026 | Q1 2024 | 13F-HR | 0001951757-26-001640 | $166.3M | View |
| Oct 1, 2026 | Q1 2023 | 13F-HR | 0001951757-26-001649 | $121.8M | View |
| Oct 1, 2026 | Q1 2022 | 13F-HR | 0001951757-26-001638 | $97.7M | View |