Woodward Financial Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of December 31, 2025. The filing lists 61 separate positions held by the firm during the fourth quarter.
The largest holding disclosed in the report is Dimensional ETF Trust’s US Small Cap ETF, which accounts for 74,722 shares. This is followed by Dimensional ETF Trust’s US Targeted Value ETF, with 76,338 shares, and Dimensional ETF Trust’s US Small Cap Value ETF, with 337,486 shares. The firm also holds significant positions in Dimensional ETF Trust’s US High Profitability ETF (843,446 shares) and US Core Equity 2 ETF (69,104 shares).
Among individual equities, Berkshire Hathaway Inc. Class B shares are listed with 2,648 shares. Other notable individual stock positions include Microsoft Corporation (3,348 shares), Johnson & Johnson (1,170 shares), and Oracle Corporation (1,512 shares). The filing also includes positions in exchange-traded funds such as the iShares Core S&P 500 ETF (58,607 shares) and the Vanguard Index Funds Total Stock Market ETF (942 shares).
The report indicates that all positions are held in a Sole voting capacity with no shared voting or dispositive rights.
