Woodward Financial Advisors, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of December 31, 2021. The filing lists the firm’s total holdings at 78,464 shares across 41 different positions.
The largest holding in the portfolio is the Vanguard Total Stock Market ETF, which comprises 298,018 shares. The firm also holds significant positions in the iShares Core S&P 500 ETF, with 78,091 shares, and the Vanguard Small-Cap Value ETF, with 19,402 shares.
Among individual equities, the top positions include Apple Inc. with 10,794 shares, Berkshire Hathaway Inc. Class B with 1,847 shares, and Johnson & Johnson with 4,778 shares. Other notable individual stock holdings include Home Depot Inc. with 621 shares, Consolidated Edison Inc. with 2,446 shares, and JPMorgan Chase & Co. with 1,486 shares.
The portfolio also includes a variety of exchange-traded funds, including the SPDR S&P 500 ETF Trust, the iShares Russell 1000 Growth ETF, and the Vanguard International Equity Index Fund FTSE Emerging Markets ETF.
