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| Happy Holidays!! thanks for using AUM13F!! |
| Woodward Diversified Capital LLC
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| CRD # | 306299 |
| SEC # | 801-117741 |
| CIK # | 0001846177 |
| AUM | $570.8 M (2025-04-29) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 661-498-7500 |
| Address | 5401 Business Park South Bakersfield, CA 93309 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846177 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Reliance Steel & Aluminum Co | 24.6 | ||
| Apple Inc | 10.3 | ||
| Nvidia Corp | 8.4 | ||
| Exxon Mobil Corp | 6.6 | ||
| Chevron Corp | 6.1 | ||
| Wells Fargo & Co/MN | 6.0 | ||
| Genelux Corp | 5.1 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 4.3 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Facebook Inc | 3.1 | ||
| Johnson & Johnson | 2.5 | ||
| Alphabet Inc | 2.5 | ||
| CrowdStrike Holdings Inc | 2.3 | ||
| Spring Valley Acquisition Corp | 2.1 | ||
| International Business Machines Corp | 2.1 | ||
| Procter & Gamble Co | 1.9 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Bank of America Corp /DE/ | 1.9 | ||
| Netflix Inc | 1.8 | ||
| Verizon Communications Inc | 1.8 | ||
| Broadcom Inc | 1.8 | ||
| Home Depot Inc | 1.7 | ||
| Amgen Inc | 1.7 | ||
| Tesla Motors Inc | 1.7 | ||
| AbbVie Inc | 1.7 | ||
| AT&T Inc | 1.6 | ||
| Cisco Systems Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | WDC Genesis 12 LLC | [2025-04-29] | 2.8 | 4.2 |
| PE | WDC Genesis 13 LLC | [2025-04-29] | 0.2 | 1.0 |
| PE | WDC Genesis LP | [2025-03-25] | 12.4 | 19.4 |
| PE | WDC Biotech Fund I LLC | [2023-10-10] | 0.5 | 0.4 |
| PE | WDC Credit Fund LLC | [2023-10-10] | 4.0 | 12.5 |
| PE | WDC Qualified Credit Fund LLC | [2023-10-10] | 0.8 | 5.0 |
| PE | WDC Space X LLC | [2023-10-10] | 2.6 | 3.5 |
| PE | WDC Technology Fund 1 LLC | [2022-09-22] | 3.5 | 5.3 |
| PE | WDC Energy II Green River LLC | [2022-09-19] | 35.1 | 34.8 |
| PE | WDC Rondo LLC | [2021-10-27] | 3.7 | 6.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 269 | 26.4 |
| (b) Individuals (high net worth individuals) | 100 | 287.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 209.4 |
| (g) Pension and profit sharing plans | 23 | 20.3 |
| (h) Charitable organizations | 9 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 21.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,035 | 570.8 |
| By Discretionary | ||
| Discretionary | 1,035 | 570.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,035 | 570.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 570.5 | |
| Total | 1,035 | 570.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Thomas Woodward | 14 | ||
| Beau Woodward | 13 | ||
| Gabriel Woodward | 12 | ||
| Woodward Diversified Capital LLC | 11 | ||
| Woodward Diversfied Capital LLC | 1 | ||
| WTW Partners LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846177] |
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