Woodward Financial Advisors, Inc. — 13F holdings

Woodward Financial Advisors, Inc. reported 66 holdings worth $254M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. IVV ISHARES TR — $45.2M (17.8%)
  2. DFSD DIMENSIONAL ETF TRUST — $43.4M (17.1%)
  3. DFIC DIMENSIONAL ETF TRUST — $29.6M (11.7%)
  4. DFEM DIMENSIONAL ETF TRUST — $22.3M (8.8%)
  5. VTIP VANGUARD MALVERN FDS — $22.0M (8.7%)
  6. VTV VANGUARD INDEX FDS — $12.4M (4.9%)
  7. DFUV DIMENSIONAL ETF TRUST — $8.36M (3.3%)
  8. IWB ISHARES TR — $6.43M (2.5%)
  9. DIMENSIONAL ETF TRUST — $5.54M (2.2%)
  10. VEA VANGUARD TAX-MANAGED FDS — $4.69M (1.8%)