Woodside Wealth Management LLC

RIA/Wealth

Woodside Wealth Management LLC is a RIA/Wealth based in Framingham, MA led by Cheryl Ann Costa, reporting $226.0M in AUM as of Q3 2025 with 92% ETF concentration, 73% concentrated in top 10 holdings, and 25% allocation to VOO.

MemberCheryl Ann Costa

Portfolio Value: $126.9M
Positions: 80
Top Holding: VOO at 24.64%
Last Reported: Q3 2025

Address111 Speen Street, 2nd Floor, Framingham, MA, 01701, United States

Top Holdings

Largest long holdings in Woodside Wealth Management LLC's portfolio (73.1% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$31.3M	24.64%	+$587.9K Bought	— 51.0K shares	Q1 2025 Held for 8 months
2 SPDR Portfolio Short Term Corporate Bond SPSB	ETF ETF	$14.3M	11.25%	+$185.9K Bought	— 471.0K shares	Q1 2025 Held for 8 months
3 Vanguard Growth VUG	ETF ETF	$10.5M	8.31%	+$115.1K Bought	— 22.0K shares	Q1 2025 Held for 8 months
4 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$8.5M	6.69%	+$115.7K Bought	— 219.9K shares	Q1 2025 Held for 8 months
5 Invesco FTSE RAFI US 1000 PRF	ETF ETF	$7.7M	6.06%	+$55.4K Bought	— 170.0K shares	Q1 2025 Held for 8 months
6 Vanguard Total Stock Market VTI	ETF ETF	$4.4M	3.45%	+$7.2K Bought	— 13.3K shares	Q1 2025 Held for 8 months
7 iShares MSCI USA Min Vol Factor USMV	ETF ETF	$4.3M	3.39%	-$8.6K Sold	— 45.2K shares	Q1 2025 Held for 8 months
8 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$4.1M	3.20%	—	0.00% 16.6K shares	Q1 2025 Held for 8 months
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$4.0M	3.14%	—	0.00% 16.4K shares	Q1 2025 Held for 8 months
10 JPMorgan Ultra-Short Income JPST	ETF ETF	$3.8M	3.03%	+$56.3K Bought	— 75.9K shares	Q1 2025 Held for 8 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Woodside Wealth Management LLC's latest filing

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GthenC

Market Value

$126.9M

Prior: $116.2M

Q/Q Change

+9.17%

+$10.7M

Net Flows % of MV

+1.81%

Turnover Ratio

1.04%

New Purchases

3 stocks

$644.6K

Added To

25 stocks

+$1.8M

Sold Out Of

0 stocks

Reduced Holdings

8 stocks

-$170.2K

Increased Positions

Position	Shares Δ	Change
1 International Business Machines IBM	New	0 → 1.6K +$464.7K
2 Fidelity MSCI Health Care Index FHLC	New	0 → 1.5K +$98.6K
3 Fidelity MSCI Information Technology Index ETF FTEC	New	0 → 366.0 +$81.3K
4 Schwab U.S. Small-Cap ETF SCHA	+100.78%	1.8K → 3.6K +$50.2K
5 iShares National Muni Bond MUB	+52.26%	1.1K → 1.7K +$63.9K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Low Volatility SPLV	-16.54%	8.9K → 7.5K −$108.8K
2 SPDR Portfolio S&P 500 ETF SPLG	-5.22%	4.7K → 4.4K −$19.1K
3 SPDR Portfolio Aggregate Bond SPAB	-4.56%	4.3K → 4.1K −$5.0K
4 Vanguard Information Technology VGT	-4.39%	114.0 → 109.0 −$3.7K
5 Dimensional US Core Equity Market DFAU	-0.98%	39.4K → 39.0K −$17.8K