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Manager record

Woodard & Co Asset Management Group Inc /Adv

Bermuda Run, NC · CIK 771118 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$693.88MReported 13F valueQ2 2026 · as filed
172Holdings listed
+11.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $544.7M$544.7MQ2 2025140 holdingsQ3 2025: $616.0M$616.0MQ3 2025150 holdingsQ4 2025: $632.1M$632.1MQ4 2025171 holdingsQ1 2026: $624.9M$624.9MQ1 2026176 holdingsQ2 2026: $693.9M$693.9MQ2 2026172 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$693.88M · 172 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$624.95M · 176 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$632.12M · 171 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$616.04M · 150 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$544.74M · 140 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology