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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 | $1.9M | 1.5%Prev: 1.9% | 11,426 SH | Increased+689 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $590K | 0.5%Prev: 0.7% | 1,911 SH | Decreased+64 SH |
| CONSOLIDATED EDISON INC | COM | $249K | 0.2%Prev: 0.2% | 2,600 SH | Increased+78 SH |
| DANAHER CORPORATION | COM | $235K | 0.2%Prev: 0.3% | 934 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.5M | 1.2% | 63,092 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $983K | 0.8% | 42,703 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.1M | 2.6%Prev: 0.3% | 116,060 SH | Increased+104,135 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.6M | 3.8% | 193,108 SH | New |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.7M | 3.9% | 100,858 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.4M | 1.1%Prev: 1.2% | 53,564 SH | Increased+10,214 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $13.3M | 10.9% | 528,461 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.0M | 4.9% | 178,082 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.9M | 4.0%Prev: 4.3% | 93,543 SH | Increased+18,043 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.4M | 1.2% | 56,663 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.9M | 1.6%Prev: 2.0% | 42,656 SH | Decreased+203 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $207K | 0.2%Prev: 0.3% | 8,975 SH | Decreased-2,918 SH |
| EXXON MOBIL CORP | COM | $364K | 0.3%Prev: 0.3% | 3,316 SH | Increased+95 SH |
| HOME DEPOT INC | COM | $231K | 0.2% | 782 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $407K | 0.3%Prev: 0.5% | 2,816 SH | Decreased-32 SH |
| ISHARES TR | CORE S&P SCP ETF | $924K | 0.8%Prev: 1.1% | 9,558 SH | Decreased-240 SH |
| ISHARES TR | CORE S&P500 ETF | $29.2M | 24.0%Prev: 36.3% | 71,003 SH | Decreased-7,203 SH |
| ISHARES TR | MICRO-CAP ETF | $697K | 0.6%Prev: 0.9% | 6,668 SH | Decreased+44 SH |
| ISHARES TR | RUS 1000 ETF | $2.5M | 2.1%Prev: 5.0% | 11,103 SH | Decreased-8,341 SH |
| ISHARES TR | RUS 1000 GRW ETF | $314K | 0.3%Prev: 0.4% | 1,286 SH | Decreased+36 SH |
| ISHARES TR | RUS 1000 VAL ETF | $373K | 0.3%Prev: 0.4% | 2,450 SH | Decreased+98 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.6M | 1.3%Prev: 1.9% | 24,382 SH | Decreased |
| ISHARES TR | S&P 500 VAL ETF | $1.3M | 1.0%Prev: 1.3% | 8,350 SH | Decreased+3 SH |
| ISHARES TR | SP SMCP600VL ETF | $447K | 0.4%Prev: 0.5% | 4,777 SH | Decreased |
| JOHNSON & JOHNSON | COM | $786K | 0.6%Prev: 0.9% | 5,073 SH | Decreased+308 SH |
| JPMORGAN CHASE & CO | COM | $210K | 0.2%Prev: 0.2% | 1,612 SH | Increased+134 SH |
| MICROSOFT CORP | COM | $1.1M | 0.9%Prev: 1.2% | 3,928 SH | Increased+284 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $626K | 0.5%Prev: 0.3% | 12,271 SH | Increased+6,837 SH |
| SELECTIVE INS GROUP INC | COM | $568K | 0.5%Prev: 0.6% | 5,954 SH | Decreased-935 SH |
| SPDR SER TR | PORTFOLIO AGRGTE | $241K | 0.2%Prev: 0.3% | 9,342 SH | Decreased-2,599 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.2M | 1.0%Prev: 0.2% | 15,732 SH | Increased+12,940 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $779K | 0.6%Prev: 3.8% | 10,550 SH | Decreased-36,300 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $333K | 0.3%Prev: 0.2% | 1,785 SH | Increased+627 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.4M | 1.2%Prev: 1.2% | 17,111 SH | Increased+6,082 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.0M | 2.5%Prev: 3.5% | 18,872 SH | Decreased-333 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.3M | 5.2%Prev: 5.2% | 45,493 SH | Increased+11,432 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $826K | 0.7%Prev: 1.1% | 20,454 SH | Decreased-2,501 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $15.1M | 12.4%Prev: 15.8% | 315,515 SH | Decreased+14,876 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.5M | 2.9% | 78,135 SH | New |
| WOLFSPEED INC | COM | $499K | 0.4% | 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 |