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WOODWARD DIVERSIFIED CAPITAL, LLC
RIA/Wealth
WOODWARD DIVERSIFIED CAPITAL, LLC is a RIA/Wealth based in Los Altos, CA led by Gabriel Thomas Woodward, reporting $570.8M in AUM as of Q3 2025 with RS as the largest holding (10% allocation).
PartnerGabriel Thomas Woodward
- Portfolio Value
- $214.5M
- Positions
- 181
- Top Holding
- RS at 10.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WOODWARD DIVERSIFIED CAPITAL, LLC's portfolio (38.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Steel Basic Materials | $22.0M | 10.26% | — | 0.15% 78.4K shares | |
Consumer Electronics Technology | $12.7M | 5.93% | -$79.2K Sold | 0.00% 50.0K shares | |
Biotechnology Healthcare | $7.7M | 3.61% | +$276.4K Bought | 4.88% 1.8M shares | |
Oil & Gas Integrated Energy | $7.1M | 3.33% | +$574.7K Bought | 0.00% 46.0K shares | |
Semiconductors Technology | $6.9M | 3.23% | -$2.9M Sold | 0.00% 37.1K shares | |
Oil & Gas Integrated Energy | $6.9M | 3.21% | -$63.1K Sold | 0.00% 61.1K shares | |
Banks - Diversified Financial Services | $6.3M | 2.93% | +$4.2K Bought | 0.00% 74.9K shares | |
Software - Infrastructure Technology | $4.6M | 2.17% | -$166.3K Sold | 0.00% 9.0K shares | |
Specialty Retail Consumer Cyclical | $4.3M | 2.00% | -$48.3K Sold | 0.00% 19.5K shares | |
Banks - Diversified Financial Services | $3.7M | 1.72% | -$15.1K Sold | 0.00% 11.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WOODWARD DIVERSIFIED CAPITAL, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for WOODWARD DIVERSIFIED CAPITAL, LLC
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