Wood Tarver Financial Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2059344
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$423.6M
Holdings
165
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wood Tarver Financial Group, LLC disclosed 165 positions worth $423.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 5. The portfolio is most concentrated in Other (82.9% of disclosed assets). All figures are sourced directly from Wood Tarver Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 2059344.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - TOTAL
13.2% weight
Held 6 quarters
CAPITAL GRP FIXED INCM ETF
8.7% weight
Held 6 quarters
CAPITAL GRP FIXED INCM ETF
6.6% weight
Held 6 quarters
CAPITAL GROUP DIVIDEND VAL
5.8% weight
Held 6 quarters
ISHARES TR - MSCI USA QLT
3.8% weight
Held 6 quarters
ISHARES TR - MSCI USA QLT
5 quarters accumulating
ISHARES TR - MRGSTR MD CP
5 quarters accumulating
VANGUARD TAX-MANAGED FDS -
5 quarters accumulating
$IVZ5 quarters accumulating
ISHARES INC - MSCI EMRG CH
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$55.8M150,917 shCAPITAL GRP FIXED INCM ETF T - SHORT DURATION
—Quality
$36.6M1,423,756 shCAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM
—Quality
$27.8M1,247,580 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$24.7M501,056 shISHARES TR - MSCI USA QLT FCT
—Quality
$15.9M72,612 sh- —
Quality
$14.7M272,076 sh DIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$12.3M149,093 shISHARES TR - MRGSTR MD CP GRW
—Quality
$11.1M113,377 shPACER FDS TR - US CASH COWS 100
—Quality
$10.6M170,477 sh- 79.4
Quality
$9.4M21,584 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $55.8M | 150,917 |
| CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | — | $36.6M | 1,423,756 |
| CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $27.8M | 1,247,580 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $24.7M | 501,056 |
| ISHARES TR - MSCI USA QLT FCT | — | $15.9M | 72,612 |
| Invesco Ltd.$IVZ | — | $14.7M | 272,076 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $12.3M | 149,093 |
| ISHARES TR - MRGSTR MD CP GRW | — | $11.1M | 113,377 |
| PACER FDS TR - US CASH COWS 100 | — | $10.6M | 170,477 |
 LAM RESEARCH CORP$LRCX | 79.4 | $9.4M | 21,584 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wood Tarver Financial Group, LLC's 165 positions.
Showing top 10 of 165 holdings.
Sector Allocation
Other
$351.2M
Financials
$32.4M
Technology
$19.3M
Industrials
$10.5M
Consumer Discretionary
$4.9M
Consumer Staples
$1.8M
Healthcare
$1.4M
Energy
$1.2M
Top Holdings — Wood Tarver Financial Group, LLC (Q2 2026)
Top 150 of 165 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $55.8M | 13.2% | +3% | — |
| 2 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | $36.6M | 8.7% | -5% | — |
| 3 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $27.8M | 6.6% | +5% | — |
| 4 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $24.7M | 5.8% | +5% | — |
| 5 | — | ISHARES TR - MSCI USA QLT FCT | $15.9M | 3.8% | +3% | — |
| 6 | $IVZ | Invesco Ltd. | $14.7M | 3.5% | +6% | — |
| 7 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $12.3M | 2.9% | +6% | — |
| 8 | — | ISHARES TR - MRGSTR MD CP GRW | $11.1M | 2.6% | +6% | — |
| 9 | — | PACER FDS TR - US CASH COWS 100 | $10.6M | 2.5% | +6% | — |
| 10 | $LRCX | LAM RESEARCH CORP | $9.4M | 2.2% | -16% | 79.4 |
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.3M | 2.2% | +7% | — |
| 12 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | $8.3M | 1.9% | -26% | — |
| 13 | $IVZ | Invesco Ltd. | $7.7M | 1.8% | +2% | — |
| 14 |  $MU | MICRON TECHNOLOGY INC | $7.3M | 1.7% | +206% | 86.2 |
| 15 | — | ISHARES INC - MSCI EMRG CHN | $7.2M | 1.7% | +5% | — |
| 16 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $6.8M | 1.6% | -3% | — |
| 17 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $6.1M | 1.4% | +0% | — |
| 18 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $5.5M | 1.3% | -4% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $5.3M | 1.3% | NEW | — |
| 20 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $5.2M | 1.2% | -11% | — |
| 21 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $5.0M | 1.2% | +19% | — |
| 22 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $4.2M | 1.0% | -7% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $4.0M | 1.0% | +2% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $3.9M | 0.9% | -4% | — |
| 25 |  $AAPL | Apple Inc. | $3.8M | 0.9% | +5% | 76.4 |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF | $3.6M | 0.8% | NEW | — |
| 27 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $3.4M | 0.8% | +608% | — |
| 28 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.2M | 0.8% | +26% | — |
| 29 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.7M | 0.6% | -0% | — |
| 30 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $2.6M | 0.6% | -0% | — |
| 31 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $2.6M | 0.6% | +15% | — |
| 32 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.5M | 0.6% | -4% | — |
| 33 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.4M | 0.6% | +8% | — |
| 34 |  $MSFT | MICROSOFT CORP | $2.4M | 0.6% | +2% | 79.8 |
| 35 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $2.3M | 0.5% | +24% | — |
| 36 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.0M | 0.5% | -4% | — |
| 37 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $1.9M | 0.5% | -3% | — |
| 38 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $1.9M | 0.4% | -7% | — |
| 39 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $1.8M | 0.4% | -3% | — |
| 40 | $IVZ | Invesco Ltd. | $1.7M | 0.4% | -2% | — |
| 41 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $1.7M | 0.4% | -5% | — |
| 42 |  $AMZN | AMAZON COM INC | $1.7M | 0.4% | +0% | 68.7 |
| 43 |  $USB | US BANCORP \DE\ | $1.7M | 0.4% | +0% | 65.3 |
| 44 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.7M | 0.4% | +280% | — |
| 45 | — | INNOVATOR ETFS TRUST - US SML CP PWR ET | $1.7M | 0.4% | +0% | — |
| 46 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.6M | 0.4% | -0% | — |
| 47 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.5M | 0.4% | +0% | — |
| 48 |  $NVDA | NVIDIA CORP | $1.5M | 0.4% | +16% | 85.9 |
| 49 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $1.5M | 0.3% | -12% | — |
| 50 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $1.3M | 0.3% | -3% | — |
| 51 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.3M | 0.3% | -0% | — |
| 52 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.3% | +0% | 64.6 |
| 53 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $1.2M | 0.3% | +200% | — |
| 54 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.2M | 0.3% | -4% | — |
| 55 | — | INNOVATOR ETFS TRUST - US EQTY BUF SEP | $1.1M | 0.3% | +0% | — |
| 56 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $1.1M | 0.3% | +17% | — |
| 57 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.1M | 0.3% | +81% | — |
| 58 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.3% | +0% | 66.2 |
| 59 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $1.1M | 0.3% | -1% | — |
| 60 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.3% | -0% | — |
| 61 | — | VANGUARD WORLD FD - CONSUM STP ETF | $1.1M | 0.3% | -4% | — |
| 62 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.1M | 0.3% | -11% | — |
| 63 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.0M | 0.2% | -10% | — |
| 64 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $973,000 | 0.2% | +2% | — |
| 65 |  $BRK.B | BERKSHIRE HATHAWAY INC | $957,000 | 0.2% | -4% | 73.8 |
| 66 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $945,000 | 0.2% | -1% | — |
| 67 | $IVZ | Invesco Ltd. | $937,000 | 0.2% | -2% | — |
| 68 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $933,000 | 0.2% | -0% | — |
| 69 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $899,000 | 0.2% | +5% | — |
| 70 |  $INTC | INTEL CORP | $897,000 | 0.2% | +26% | 45.6 |
| 71 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $880,000 | 0.2% | +0% | — |
| 72 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $878,000 | 0.2% | -1% | — |
| 73 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $861,000 | 0.2% | +0% | — |
| 74 |  $HD | HOME DEPOT, INC. | $860,000 | 0.2% | +0% | 60.3 |
| 75 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $814,000 | 0.2% | -18% | — |
| 76 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $806,000 | 0.2% | +0% | — |
| 77 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $805,000 | 0.2% | +0% | — |
| 78 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $797,000 | 0.2% | +58% | — |
| 79 | $IVZ | Invesco Ltd. | $742,000 | 0.2% | -6% | — |
| 80 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $741,000 | 0.2% | +233% | — |
| 81 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $729,000 | 0.2% | +0% | — |
| 82 |  $XOM.R34088 | EXXON MOBIL CORP | $714,000 | 0.2% | +2% | 57.9 |
| 83 | $IVZ | Invesco Ltd. | $709,000 | 0.2% | -0% | — |
| 84 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $695,000 | 0.2% | -0% | — |
| 85 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $694,000 | 0.2% | -1% | — |
| 86 |  $WFC | WELLS FARGO & COMPANY/MN | $686,000 | 0.2% | +4% | 61.8 |
| 87 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $683,000 | 0.2% | +0% | — |
| 88 |  $IDA | IDACORP INC | $637,000 | 0.1% | +0% | 51.1 |
| 89 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $635,000 | 0.1% | +44% | — |
| 90 | — | SPDR SERIES TRUST - ST STR SP DIV | $627,000 | 0.1% | -0% | — |
| 91 |  $GOOG | Alphabet Inc. | $623,000 | 0.1% | +2% | 78.2 |
| 92 |  $WMT | Walmart Inc. | $616,000 | 0.1% | +1% | 60.2 |
| 93 |  $GOOGL | Alphabet Inc. | $603,000 | 0.1% | +1% | 78.2 |
| 94 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $597,000 | 0.1% | -1% | — |
| 95 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $560,000 | 0.1% | -1% | — |
| 96 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $556,000 | 0.1% | +3% | — |
| 97 | — | VANGUARD WORLD FD - ESG US STK ETF | $547,000 | 0.1% | +3% | — |
| 98 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $537,000 | 0.1% | +127% | — |
| 99 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $533,000 | 0.1% | -34% | — |
| 100 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $494,000 | 0.1% | +0% | — |
| 101 |  $PLTR | Palantir Technologies Inc. | $467,000 | 0.1% | +7% | 84.6 |
| 102 | $IVZ | Invesco Ltd. | $466,000 | 0.1% | -6% | — |
| 103 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $462,000 | 0.1% | NEW | — |
| 104 |  $LLY | ELI LILLY & Co | $461,000 | 0.1% | +0% | 87.5 |
| 105 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAR | $450,000 | 0.1% | +0% | — |
| 106 | — | INNOVATOR ETFS TRUST - US EQTY ACCELRTD | $435,000 | 0.1% | +0% | — |
| 107 |  $GLD | SPDR GOLD TRUST | $428,000 | 0.1% | -4% | — |
| 108 | — | ISHARES TR - RUS 1000 GRW ETF | $422,000 | 0.1% | +300% | — |
| 109 |  $WT | WisdomTree, Inc. | $418,000 | 0.1% | +0% | 59.9 |
| 110 | — | INNOVATOR ETFS TRUST - US SMALL CAP POW | $415,000 | 0.1% | +0% | — |
| 111 |  $ABBV | AbbVie Inc. | $403,000 | 0.1% | -1% | 72.6 |
| 112 |  $BANR | BANNER CORP | $389,000 | 0.1% | +0% | — |
| 113 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $387,000 | 0.1% | +0% | — |
| 114 |  $MCD | MCDONALDS CORP | $382,000 | 0.1% | +0% | 69 |
| 115 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUL | $382,000 | 0.1% | -11% | — |
| 116 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | $379,000 | 0.1% | +0% | — |
| 117 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $372,000 | 0.1% | -22% | — |
| 118 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $365,000 | 0.1% | +0% | — |
| 119 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $360,000 | 0.1% | -7% | — |
| 120 |  $META | Meta Platforms, Inc. | $358,000 | 0.1% | +20% | 79.6 |
| 121 | — | ISHARES TR - CORE S&P500 ETF | $351,000 | 0.1% | -4% | — |
| 122 |  $CAT | CATERPILLAR INC | $347,000 | 0.1% | +4% | 66.5 |
| 123 | — | ISHARES TR - CORE US AGGBD ET | $343,000 | 0.1% | -17% | — |
| 124 | — | SPDR SERIES TRUST - ST STR SP SEMI | $336,000 | 0.1% | NEW | — |
| 125 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $333,000 | 0.1% | NEW | — |
| 126 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $326,000 | 0.1% | +0% | — |
| 127 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $324,000 | 0.1% | +2% | — |
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $322,000 | 0.1% | -1% | — |
| 129 |  $KO | COCA COLA CO | $322,000 | 0.1% | +4% | 69.5 |
| 130 | — | FIDELITY COVINGTON TRUST - VLU FACTOR ETF | $318,000 | 0.1% | +0% | — |
| 131 | — | ISHARES TR - ESG OPTIMIZED | $305,000 | 0.1% | +4% | — |
| 132 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $300,000 | 0.1% | -7% | — |
| 133 |  $JNJ | JOHNSON & JOHNSON | $300,000 | 0.1% | -1% | 69 |
| 134 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $296,000 | 0.1% | +0% | — |
| 135 | — | ISHARES TR - MSCI USA MMENTM | $296,000 | 0.1% | +2% | — |
| 136 |  $TSLA | Tesla, Inc. | $290,000 | 0.1% | -5% | 53.9 |
| 137 |  $GEV | GE Vernova Inc. | $288,000 | 0.1% | +2% | 81.1 |
| 138 |  $CSCO | CISCO SYSTEMS, INC. | $276,000 | 0.1% | NEW | 70.3 |
| 139 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $273,000 | 0.1% | +0% | — |
| 140 |  $MRK | Merck & Co., Inc. | $273,000 | 0.1% | +2% | 59.9 |
| 141 |  $CVX | CHEVRON CORP | $264,000 | 0.1% | -8% | 62.8 |
| 142 |  $RTX | RTX Corp | $263,000 | 0.1% | +0% | 73.2 |
| 143 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASDAQ 1 | $261,000 | 0.1% | NEW | — |
| 144 |  $ORCL | ORACLE CORP | $260,000 | 0.1% | +0% | 66.2 |
| 145 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $259,000 | 0.1% | -5% | — |
| 146 | $HD | HOME DEPOT, INC. | $254,000 | 0.1% | +1% | 60.3 |
| 147 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $249,000 | 0.1% | +0% | — |
| 148 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $249,000 | 0.1% | +0% | — |
| 149 | — | INNOVATOR ETFS TRUST - US SM CA PWR MAY | $244,000 | 0.1% | NEW | — |
| 150 |  $SO | SOUTHERN CO | $244,000 | 0.1% | +3% | 62 |
New Positions (15)
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$5.3M
FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF$3.6M
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF$462,000
SPDR SERIES TRUST - ST STR SP SEMI$336,000
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$333,000
$CSCO CISCO SYSTEMS, INC.$276,000 FIRST TR EXCHNG TRADED FD VI - FT VEST NASDAQ 1$261,000
INNOVATOR ETFS TRUST - US SM CA PWR MAY$244,000
INNOVATOR ETFS TRUST - US EQTY BUF DEC$243,000
VANGUARD INDEX FDS - S&P 500 ETF SHS$228,000
AMPLIFY ETF TR - AI POWE EQUI ETF$222,000
VANGUARD INDEX FDS - REAL ESTATE ETF$213,000
$GE GENERAL ELECTRIC CO$211,000
$GS GOLDMAN SACHS GROUP INC$210,000 ISHARES TR - RUSSELL 2000 ETF$204,000
Exited Positions (5)
INNOVATOR ETFS TRUST
$PPTA PERPETUA RESOURCES CORP. VANGUARD WORLD FD
INNOVATOR ETFS TRUST
FIRST TR EXCHNG TRADED FD VI
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