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Woodward Diversified Capital, LLC
Woodward Diversified Capital, LLC is an independent registered investment adviser based in Bakersfield, CA. Founded in 2019, the firm is fee-only and owned by Gabriel Woodward and Beau Woodward. With a small team of approximately 5-6 employees, they focus on serving and equipping investors with a tailored approach based on understanding each client's unique priorities, age, lifestyle, and risk tolerance. The firm works to identify unique investment opportunities across a range of traditional and alternative asset classes, serving primarily high-net-worth individuals and family offices.
Investment Strategy
Woodward Diversified Capital, LLC blends traditional investment approaches with a focus on unique, non-traditional opportunities designed to complement and diversify client portfolios. The firm believes each client has unique needs based on their objectives and risk profile, and emphasizes understanding these factors to offer tailored investment options. Their philosophy centers on finding opportunities that efficiently capitalize on both sides of the balance sheet, enabling clients to achieve their long-term financial goals through a disciplined, consultative approach across both public and private markets.
Latest 13F Filing Activity
Woodward Diversified Capital, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 180 equity positions with a total 13F market value of $215M. The fund increased holdings in Genelux Corporation, Apple Inc., Graniteshares Etf TR among other positions. Woodward Diversified Capital, LLC reduced exposure to Reliance Inc., Nuscale PWR Corp., Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RS | RELIANCE INC | 10.25% | $22.0M | 78,350 | $269.43 | $280.83 | -$2.6M |
A AAPL | APPLE INC | 5.93% | $12.7M | 49,991 | $151.14 | $254.63 | +$2.4M |
G GNLX | GENELUX CORPORATION | 3.61% | $7.7M | 1,844,099 | $9.21 | $4.20 | +$2.6M |
C CVX | CHEVRON CORP NEW | 3.32% | $7.1M | 45,953 | $106.95 | $155.29 | +$1.1M |
N NVDA | NVIDIA CORPORATION | 3.23% | $6.9M | 37,135 | $70.60 | $186.58 | -$1.4M |
Industry Allocation
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