Wood Tarver Financial Group, LLC
RIA/Wealth
Wood Tarver Financial Group, LLC is a RIA/Wealth based in Boise, ID led by Eric Marshall Tarver, reporting $390.3M in AUM as of Q3 2025 with 92% ETF concentration, 56% concentrated in top 10 holdings, 16% allocation to VTI, and minimal technology exposure.
CCOEric Marshall Tarver
- Portfolio Value
- $331.7M
- Positions
- 144
- Top Holding
- VTI at 16.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wood Tarver Financial Group, LLC's portfolio (55.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.4M | 16.09% | +$1.1M Bought | — 162.7K shares | |
ETF ETF | $36.6M | 11.04% | +$1.1M Bought | — 1.6M shares | |
ETF ETF | $19.3M | 5.82% | +$486.8K Bought | — 459.3K shares | |
ETF ETF | $16.8M | 5.07% | +$340.6K Bought | — 210.4K shares | |
ETF ETF | $13.2M | 3.98% | +$409.2K Bought | — 67.9K shares | |
ETF ETF | $11.8M | 3.55% | -$1.9M Sold | — 272.5K shares | |
ETF ETF | $9.0M | 2.70% | +$386.0K Bought | — 131.0K shares | |
ETF ETF | $9.0M | 2.70% | +$226.1K Bought | — 78.9K shares | |
ETF ETF | $8.5M | 2.56% | +$154.2K Bought | — 148.0K shares | |
ETF ETF | $8.0M | 2.41% | +$334.4K Bought | — 96.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wood Tarver Financial Group, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Wood Tarver Financial Group, LLC
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