Wood Tarver Financial Group, LLC: 13F holdings
CIK 20593442026Q2
| Positions | 165 |
|---|---|
| Reported value | $423.6m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 150,917 | $55.8m | 13.2% |
| CAPITAL GRP FIXED INCM ETF T | 1,423,756 | $36.6m | 8.6% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 1,247,580 | $27.8m | 6.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 501,056 | $24.7m | 5.8% |
| QUAL ISHARES TR | 72,612 | $15.9m | 3.8% |
| PRF INVESCO EXCHANGE TRADED FD T | 272,076 | $14.7m | 3.5% |
| DIMENSIONAL ETF TRUST | 149,093 | $12.3m | 2.9% |
| IMCG ISHARES TR | 113,377 | $11.1m | 2.6% |
| COWZ PACER FDS TR | 170,477 | $10.6m | 2.5% |
| LRCX LAM RESEARCH CORP | 21,584 | $9.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059344")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.