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CIK 0002136600 • 1 13F filing • Aug 14, 2026 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.6M | 1.5%Prev: 1.0% | 11,292 SH | Decreased+1,339 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $500K | 0.5%Prev: 0.4% | 1,874 SH | Decreased-277 SH |
| BROWN FORMAN CORP | CL B | $202K | 0.2% | 3,027 SH | New |
| CONSOLIDATED EDISON INC | COM | $220K | 0.2%Prev: 0.1% | 2,561 SH | Decreased-67 SH |
| DANAHER CORPORATION | COM | $241K | 0.2% | 934 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.3M | 1.2%Prev: 7.7% | 61,907 SH | Decreased-501,648 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $620K | 0.6%Prev: 0.8% | 30,869 SH | Decreased-26,268 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.3M | 2.2%Prev: 1.6% | 108,050 SH | Decreased-5,379 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $3.4M | 3.2%Prev: 9.6% | 178,111 SH | Decreased-591,134 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $3.9M | 3.6% | 84,141 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.2M | 1.1% | 53,499 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $10.4M | 9.8% | 489,019 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $5.3M | 4.9%Prev: 2.8% | 178,034 SH | Decreased+25,453 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.4M | 4.1%Prev: 6.5% | 93,735 SH | Decreased-327,465 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.1M | 1.0% | 49,431 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.7M | 1.6%Prev: 1.6% | 42,606 SH | Decreased-27,545 SH |
| EXXON MOBIL CORP | COM | $290K | 0.3%Prev: 0.1% | 3,316 SH | Increased+1,199 SH |
| HOME DEPOT INC | COM | $211K | 0.2% | 766 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $358K | 0.3%Prev: 0.1% | 2,816 SH | Decreased+1,045 SH |
| ISHARES TR | CORE S&P SCP ETF | $854K | 0.8%Prev: 0.4% | 9,798 SH | Decreased+1,480 SH |
| ISHARES TR | CORE S&P500 ETF | $26.0M | 24.3%Prev: 14.8% | 72,480 SH | Decreased+13,174 SH |
| ISHARES TR | MICRO-CAP ETF | $687K | 0.6%Prev: 0.7% | 6,646 SH | Decreased-3,690 SH |
| ISHARES TR | RUS 1000 ETF | $2.3M | 2.1%Prev: 2.2% | 11,515 SH | Decreased-4,240 SH |
| ISHARES TR | RUS 1000 GRW ETF | $271K | 0.3%Prev: 0.2% | 1,286 SH | Decreased-4,486 SH |
| ISHARES TR | RUS 1000 VAL ETF | $333K | 0.3%Prev: 0.2% | 2,450 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $1.4M | 1.3%Prev: 1.0% | 24,382 SH | Decreased+2,161 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.1M | 1.0%Prev: 0.6% | 8,349 SH | Decreased+277 SH |
| ISHARES TR | SP SMCP600VL ETF | $394K | 0.4%Prev: 0.2% | 4,777 SH | Decreased+731 SH |
| JOHNSON & JOHNSON | COM | $794K | 0.7%Prev: 0.1% | 4,858 SH | Increased+3,411 SH |
| MICROSOFT CORP | COM | $858K | 0.8%Prev: 0.4% | 3,684 SH | Decreased+328 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $578K | 0.5%Prev: 0.8% | 11,704 SH | Decreased-35,538 SH |
| SANDY SPRING BANCORP INC | COM | $237K | 0.2% | 6,721 SH | New |
| SELECTIVE INS GROUP INC | COM | $485K | 0.5%Prev: 0.2% | 5,954 SH | Decreased+260 SH |
| SPDR SER TR | PORTFOLIO AGRGTE | $231K | 0.2% | 9,277 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.2M | 1.1%Prev: 0.2% | 15,877 SH | Increased+8,745 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $750K | 0.7%Prev: 0.1% | 10,518 SH | Increased+7,003 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $292K | 0.3%Prev: 0.2% | 1,785 SH | Decreased+320 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.4M | 1.3%Prev: 0.4% | 17,610 SH | Increased+3,984 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.7M | 2.6%Prev: 1.3% | 19,041 SH | Decreased+3,449 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.4M | 5.1%Prev: 4.2% | 44,125 SH | Decreased-13,798 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $803K | 0.8%Prev: 0.2% | 22,010 SH | Increased+11,501 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $14.9M | 13.9%Prev: 7.3% | 309,194 SH | Decreased-123,146 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.1M | 2.9%Prev: 1.6% | 84,493 SH | Decreased+17,558 SH |
| WOLFSPEED INC | COM | $794K | 0.7% | 7,682 SH | New |
| 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 |