Woodward Financial Advisors, Inc. has filed its Form 13F-HR for the period ending March 31, 2025. The filing reports the firm's equity holdings as of the close of business on that date.
The report lists 55 total holdings, with the largest position being the Dimensional Short Duration Fund (Ticker: DFSTX), which holds 519,528 shares. This is followed by the Dimensional U.S. Small Cap Value Fund (Ticker: DFVSX) with 281,250 shares and the Dimensional U.S. Small Cap ETF (Ticker: DFVSX) with 766,473 shares.
Among individual stocks, the portfolio includes significant positions in Apple Inc., with 10,550 shares; Microsoft Corporation, with 3,622 shares; and Berkshire Hathaway Inc. Class A, with 3 shares. Other notable holdings include Johnson & Johnson, Merck & Co., and Home Depot.
The filing also indicates a heavy allocation to exchange-traded funds (ETFs), including the Vanguard S&P 500 ETF (VOO), the iShares Core S&P 500 ETF (IVV), and the Vanguard Total Stock Market ETF (VTI).
