Woodward Financial Advisors, Inc. has filed its Form 13F-HR for the period ending March 31, 2026. The filing details the firm's equity holdings as of the close of the quarter.
The report lists 60 total holdings, with the top positions being various exchange-traded funds (ETFs) and index funds. The largest holding is the Vanguard Index Funds Value ETF, which accounts for 5.9 million shares. The firm also holds significant positions in Dimensional ETF Trust funds, including the US High Profitability ETF (849,776 shares) and the US Small Cap Value ETF (331,770 shares).
Among individual equities, the filing shows a position in Microsoft Corporation with 3,270 shares. The firm also lists holdings in Johnson & Johnson, JPMorgan Chase & Co., and Merck & Co.
The filing was signed by James Miller, the Chief Compliance Officer for Woodward Financial Advisors, Inc.
