13FBOX
WOODWARD DIVERSIFIED CAPITAL, LLC · 13F Holdings
Options Calculator Rankings

WOODWARD DIVERSIFIED CAPITAL, LLC

No.6703
Latest AUM (Q2 2026)
$226.7M
QoQ Change Q1 2026
+$6.9M+3.1%
Holdings
181
New Buys
12
Adds
50
Reduces
94
Exits
10
Unchanged
25
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RRELIANCE INCRS
12.91%11.6%$29.3M78,350$25.5M78,35000.00%Unchanged
APPLE INCAAPL
6.24%5.62%$14.2M48,916$12.3M45,671+3,245+7.11%Add
CHEVRON CORPORATIONCVX
3.24%3.71%$7.3M44,252$8.2M44,356-104-0.23%Reduce
NVIDIA CORPORATIONNVDA
3.15%3.23%$7.2M35,746$7.1M35,180+566+1.61%Add
GGENELUX CORPORATIONGNLX
3%2.69%$6.8M2.3M$5.9M2.1M+144,925+6.85%Add
WELLS FARGO CO NEWWFC
2.76%2.8%$6.3M75,643$6.2M75,665-22-0.03%Reduce
ALPHABET INCGOOGL
2.2%2.15%$5.0M13,973$4.7M13,829+144+1.04%Add
PPROSHARES TRQLD
2.19%$5.0M51,230$00+51,230New Buy
AMAZON COM INCAMZN
2.14%2.24%$4.8M20,310$4.9M19,656+654+3.33%Add
JOHNSON & JOHNSONJNJ
1.73%1.66%$3.9M15,466$3.6M15,570-104-0.67%Reduce
MICROSOFT CORPMSFT
1.64%1.88%$3.7M9,988$4.1M9,760+228+2.34%Add
CATERPILLAR INCCAT
1.59%1.51%$3.6M3,394$3.3M4,183-789-18.86%Reduce
LAM RESEARCH CORPLRCX
1.59%1.02%$3.6M8,301$2.3M8,410-109-1.30%Reduce
JPMORGAN CHASE & COJPM
1.45%1.47%$3.3M10,056$3.2M10,438-382-3.66%Reduce
AAlphabet Inc Class CGOOG
1.31%1.31%$3.0M8,407$2.9M8,468-61-0.72%Reduce
META PLATFORMS INCMETA
1.25%1.57%$2.8M5,030$3.5M5,011+19+0.38%Add
BROADCOM INCAVGO
1.25%1.35%$2.8M7,484$3.0M7,305+179+2.45%Add
CISCO SYS INCCSCO
1.12%0.99%$2.5M21,607$2.2M25,195-3,588-14.24%Reduce
WALMART INCWMT
1.01%1.2%$2.3M20,188$2.6M20,724-536-2.59%Reduce
BBANK OF AMER CORPBAC
1%0.99%$2.3M39,668$2.2M40,315-647-1.60%Reduce
ABBVIE INCABBV
0.99%0.85%$2.2M8,887$1.9M8,925-38-0.43%Reduce
AMGEN INC COMAMGN
0.98%1%$2.2M6,163$2.2M6,189-26-0.42%Reduce
CROWDSTRIKE HLDGS INCCRWD
0.91%0.52%$2.1M2,713$1.2M2,71300.00%Unchanged
IINTERNATIONAL BUSINESS MACHSIBM
0.91%0.85%$2.1M7,320$1.9M7,351-31-0.42%Reduce
MICRON TECHNOLOGY INCMU
0.83%0.35%$1.9M1,630$765,6721,683-53-3.15%Reduce
PARKER-HANNIFIN CORPPH
0.82%0.85%$1.9M1,903$1.9M1,879+24+1.28%Add
PROCTER & GAMBLE COPG
0.81%0.84%$1.8M12,578$1.9M12,632-54-0.43%Reduce
HOME DEPOT INCHD
0.78%0.8%$1.8M5,036$1.8M5,053-17-0.34%Reduce
VVANGUARD WORLD FDVGT
0.75%0.28%$1.7M14,211$608,213755+13,456+1,782.25%Add
VERIZON COMMUNICATIONS INCVZ
0.73%0.85%$1.7M39,131$1.9M40,206-1,075-2.67%Reduce
SITIME CORPSITM
0.67%0.47%$1.5M2,042$1.0M2,040+2+0.10%Add
PHILIP MORRIS INTL INCPM
0.67%0.61%$1.5M8,411$1.3M8,534-123-1.44%Reduce
GGRANITESHARES ETF TRNVDL
0.67%0.74%$1.5M51,000$1.6M17,000+34,000+200.00%Add
MERCK & CO INCMRK
0.66%0.63%$1.5M11,619$1.4M11,635-16-0.14%Reduce
VVANGUARD WORLD FDVIS
0.62%0.67%$1.4M3,891$1.5M4,386-495-11.29%Reduce
FFIRST TR EXCHANGE TRADED FDRDVY
0.6%0.56%$1.4M16,746$1.2M16,546+200+1.21%Add
PALO ALTOPANW
0.59%0.3%$1.3M3,919$662,8403,949-30-0.76%Reduce
AAT&T INCT
0.55%0.72%$1.2M59,964$1.6M60,024-60-0.10%Reduce
CONOCOPHILLIPSCOP
0.54%0.62%$1.2M11,754$1.4M11,764-10-0.09%Reduce
METLIFE INC COMMET
0.52%0.5%$1.2M13,942$1.1M14,028-86-0.61%Reduce
VVANGUARD HEALTHVHT
0.52%0.55%$1.2M3,943$1.2M4,377-434-9.92%Reduce
BBANK NEW YORK MELLON CORPBK
0.52%0.51%$1.2M8,125$1.1M8,252-127-1.54%Reduce
ALTRIA GROUP INCMO
0.51%0.47%$1.2M16,102$1.0M16,189-87-0.54%Reduce
BLACKROCK INC COMBLK
0.51%0.58%$1.1M1,195$1.3M1,220-25-2.05%Reduce
DDELL TECHNOLOGIES INC CLASS CDELL
0.49%$1.1M2,558$00+2,558New Buy
KINDER MORGAN INC DEL COMKMI
0.48%0.5%$1.1M33,769$1.1M34,165-396-1.16%Reduce
TESLA INCTSLA
0.46%0.43%$1.0M2,495$942,2582,352+143+6.08%Add
VVANGUARD WORLD FDVDC
0.46%0.54%$1.0M4,627$1.2M5,219-592-11.34%Reduce
VVANGUARD WORLD FDVPU
0.44%0.52%$1.0M5,134$1.1M5,757-623-10.82%Reduce
RTX CORPORATIONRTX
0.44%0.49%$1.0M5,272$1.1M5,481-209-3.81%Reduce

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