Woodward Financial Advisors, Inc. has filed its Form 13F-HR, disclosing its equity securities portfolio as of June 30, 2025. The filing lists 58 separate holdings, managed by the firm based in Chapel Hill, North Carolina.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the Dimensional ETF Trust Short Duration Fund, which comprises 585,610 shares. Other significant ETF positions include the Dimensional ETF Trust US High Profitability (830,284 shares) and the Dimensional ETF Trust US Small Cap Value (329,343 shares).
Among individual stock holdings, Berkshire Hathaway Inc. appears with two classes of shares, totaling 3,422 shares. Other notable individual positions include American Express Co. (817 shares), Apple Inc. (10,450 shares), and Johnson & Johnson (4,936 shares). The filing indicates that all positions are held as sole voting power with no shared investment power.
