Woodward Financial Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of March 31, 2023. The report lists a total of 44 individual securities held by the firm.
The largest position disclosed in the filing is the Vanguard Malvern Funds Stream Inflation Protected Index, which accounts for 15,087,911 shares valued at $31,551,500. The firm also holds significant positions in Dimensional ETF Trust funds, including the US High Profitability ETF with 13,285,503 shares and the US Small Cap ETF with 4,929,693 shares.
Among the individual company equities listed, Apple Inc. is the largest holding with 1,884,147 shares. Other notable individual stock positions include Berkshire Hathaway Inc. Class B (590,059 shares), Microsoft Corp. (1,132,585 shares), and Johnson & Johnson (786,315 shares).
The filing indicates that all positions are held as sole voting power, with no shared voting or dispositive rights.
