WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV: 13F holdings
CIK 7711182026Q2
| Positions | 172 |
|---|---|
| Reported value | $693.9m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BKLC BNY MELLON ETF TRUST | 390,319 | $56.0m | 8.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 61,350 | $45.8m | 6.6% |
| IWF ISHARES TR | 343,894 | $42.7m | 6.2% |
| SPYM SPDR SERIES TRUST | 420,062 | $38.1m | 5.5% |
| VV VANGUARD INDEX FDS | 81,738 | $28.1m | 4.1% |
| FDVV FIDELITY COVINGTON TRUST | 433,835 | $26.2m | 3.8% |
| RBB FD INC | 598,332 | $25.8m | 3.7% |
| PFBC ISHARES TR | 236,017 | $23.9m | 3.4% |
| IWD ISHARES TR | 93,413 | $22.6m | 3.3% |
| VMBS VANGUARD SCOTTSDALE FDS | 436,568 | $20.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="771118")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.