Woodward Diversified Capital, LLC, managed by Tom Woodward, has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports a total of 200 holdings across various sectors, with a combined value of approximately $25,449,786,363.
The portfolio is heavily weighted toward large-cap technology and consumer discretionary stocks. The top individual holding is Microsoft Corporation, with 5,112,799 shares valued at approximately $5.11 billion. Other major positions include NVIDIA Corporation with 8,467,119 shares, Apple Inc. with 16,008,260 shares, and Amazon.com Inc. with 4,934,665 shares.
The filing also lists significant positions in energy and financial sectors. Exxon Mobil Holdings Corp. is held with 9,803,292 shares, while Chevron Corporation holds 9,050,596 shares. In the financial sector, JPMorgan Chase & Co. is held with 3,244,698 shares, and Bank of America Corp. with 2,147,678 shares.
Additionally, the portfolio includes various exchange-traded funds (ETFs) and other equities. Notable ETF holdings include Invesco QQQ Trust Unit Series 1, ProShares Ultra QQQ, and the Vanguard S&P 500 ETF Shares. The filing indicates that all positions are held as sole voting power and sole dispositive power.
