Wood Tarver Financial Group, LLC
CIK 2059344
13F filing for Q2 2026・No. 4,336
- Holdings
- US$423.6M
- Quarter change
- +US$61.75M
- Entries
- 165
- Net bought (estimate)
- +US$22.71M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 5
- Cut 60
- Added 62
- Corporate actions 2
- Unchanged 28
Largest holdings
165 stocks worth US$423.6M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 150,917 | US$55.85M | 13.18% |
| CAPITAL GRP FIXED INCM ETF TSHORT DURATION | Cut | 1,423,756 | US$36.63M | 8.65% |
| CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM | Added | 1,247,580 | US$27.81M | 6.56% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 501,056 | US$24.69M | 5.83% |
| ISHARES TRMSCI USA QLT FCT | Added | 72,612 | US$15.93M | 3.76% |
| INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | Added | 272,076 | US$14.7M | 3.47% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 149,093 | US$12.28M | 2.90% |
| ISHARES TRMRGSTR MD CP GRW | Added | 113,377 | US$11.14M | 2.63% |
| PACER FDS TRUS CASH COWS 100 | Added | 170,477 | US$10.6M | 2.50% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 21,584 | US$9.35M | 2.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.