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Parkwoods Wealth Partners

Latest statistics and disclosures from Parkwoods Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAT, DFUV, DFUS, DFIV, DFAC, and represent 60.46% of Parkwoods Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DFAT (+$12M), DFAC (+$12M), DFUV (+$10M), DFIV (+$7.6M), DFUS (+$7.5M), DUSB (+$6.3M), DISV, DFSD, DFSV, DFAE.
Started 25 new stock positions in DFAR, DFCA, VWO, TNYA, EFV, AVEM, VNQI, GSM, VNQ, GOOGL.
Reduced shares in these 10 stocks: SPHY, INTU, , JKHY, GWW, BAC, BRO, IWB, QUAL, IBM.
Sold out of its positions in GWW, JKHY, INTU, ACN.
Parkwoods Wealth Partners was a net buyer of stock by $108M.
Parkwoods Wealth Partners has $293M in assets under management (AUM), dropping by 69.11%.
Central Index Key (CIK): 0002042772

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Portfolio Holdings for Parkwoods Wealth Partners

Parkwoods Wealth Partners holds 96 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	16.9	$50M	+33%	853k	58.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	14.1	$41M	+33%	924k	44.69	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	12.3	$36M	+26%	496k	72.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	10.3	$30M	+33%	653k	46.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.9	$20M	+146%	525k	38.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.1	$18M	+20%	263k	68.46	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.4	$6.9M	+157%	195k	35.69	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.1	$6.3M	NEW	124k	50.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.1	$6.0M	+126%	191k	31.53	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.6	$4.7M	+493%	148k	31.84	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.6	$4.7M	+978%	97k	48.19	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	1.5	$4.4M	+64%	195k	22.65	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.2	$3.6M	+82%	109k	32.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$3.2M	+186%	102k	31.38	View chart
Microsoft Corporation (MSFT)	0.9	$2.6M	+29%	5.1k	518.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$2.5M	NEW	18k	145.65	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.8	$2.5M	+166%	78k	31.63	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$2.3M	+832%	50k	45.76	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$2.3M	+362%	25k	89.03	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$2.0M	+120%	54k	37.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$2.0M	+327%	20k	99.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.9M	+11%	37k	50.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.7M	+100%	2.7k	612.47	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$1.6M	+199%	50k	32.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$1.6M	NEW	44k	36.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$1.6M	+378%	26k	60.03	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$1.6M	NEW	57k	27.31	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$1.5M	+19%	21k	71.86	View chart
Ge Aerospace Com New (GE)	0.4	$1.1M	+3%	3.6k	300.82	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$1.0M	+100%	8.8k	113.86	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$996k	+11%	20k	50.59	View chart
Brown & Brown (BRO)	0.3	$944k	-4%	10k	93.79	View chart
Amazon (AMZN)	0.3	$895k	+95%	4.1k	219.57	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$879k	+58%	27k	32.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$833k	NEW	11k	78.91	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$809k	+72%	15k	55.57	View chart
Apple (AAPL)	0.3	$782k	+19%	3.1k	254.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$754k	+114%	1.5k	502.74	View chart
Central Securities (CET)	0.2	$703k		14k	51.37	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$680k	+157%	8.5k	80.17	View chart
Meta Platforms Cl A (META)	0.2	$672k	+42%	915.00	734.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$662k	NEW	13k	50.63	View chart
NVIDIA Corporation (NVDA)	0.2	$658k	+14%	3.5k	186.58	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$644k	+61%	8.9k	72.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$604k	-3%	3.1k	194.53	View chart
JPMorgan Chase & Co. (JPM)	0.2	$598k	+2%	1.9k	315.43	View chart
Eli Lilly & Co. (LLY)	0.2	$574k	+6%	752.00	763.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$566k	NEW	7.5k	75.11	View chart
Ge Vernova (GEV)	0.2	$549k	+3%	892.00	614.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$544k		813.00	669.30	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$542k	NEW	23k	23.85	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$524k	NEW	11k	47.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$520k	+2%	780.00	666.38	View chart
Rockwell Automation (ROK)	0.2	$500k		1.4k	349.53	View chart
Visa Com Cl A (V)	0.2	$474k	+7%	1.4k	341.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$468k	NEW	8.6k	54.18	View chart
Monster Beverage Corp (MNST)	0.1	$409k		6.1k	67.31	View chart
Ducommun Incorporated (DCO)	0.1	$385k		4.0k	96.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$374k	NEW	6.2k	59.92	View chart
Broadcom (AVGO)	0.1	$367k	+4%	1.1k	329.91	View chart
Wal-Mart Stores (WMT)	0.1	$364k	+4%	3.5k	103.06	View chart
Chevron Corporation (CVX)	0.1	$346k	+5%	2.2k	155.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$338k	+3%	3.0k	112.75	View chart
International Business Machines (IBM)	0.1	$330k	-2%	1.2k	282.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$327k	NEW	3.6k	91.43	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$326k	-10%	891.00	365.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$325k	NEW	542.00	600.37	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$324k	NEW	2.0k	160.66	View chart
Raytheon Technologies Corp (RTX)	0.1	$318k	+2%	1.9k	167.33	View chart
Community Health Systems (CYH)	0.1	$318k		99k	3.21	View chart
Costco Wholesale Corporation (COST)	0.1	$315k	+7%	340.00	925.63	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$313k	NEW	4.6k	67.83	View chart
Johnson & Johnson (JNJ)	0.1	$310k	+2%	1.7k	185.42	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$310k	NEW	2.8k	108.70	View chart
Automatic Data Processing (ADP)	0.1	$302k		1.0k	293.50	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$296k	NEW	5.9k	49.83	View chart
TJX Companies (TJX)	0.1	$286k		2.0k	144.54	View chart
Nextera Energy (NEE)	0.1	$278k		3.7k	75.49	View chart
AFLAC Incorporated (AFL)	0.1	$272k		2.4k	111.70	View chart
Goldman Sachs (GS)	0.1	$264k	+2%	332.00	796.35	View chart
Amphenol Corp Cl A (APH)	0.1	$260k		2.1k	123.75	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$259k	-56%	11k	23.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$254k	NEW	1.0k	243.10	View chart
Tg Therapeutics (TGTX)	0.1	$253k		7.0k	36.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$251k	NEW	1.8k	137.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$247k		1.1k	215.79	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$225k	NEW	3.8k	58.72	View chart
McDonald's Corporation (MCD)	0.1	$218k		716.00	303.89	View chart
Bank of America Corporation (BAC)	0.1	$211k	-20%	4.1k	51.59	View chart
Abbott Laboratories (ABT)	0.1	$209k		1.6k	133.94	View chart
Spdr Series Trust S&p Telecom (XTL)	0.1	$206k	NEW	1.5k	139.92	View chart
Procter & Gamble Company (PG)	0.1	$205k	+3%	1.3k	153.69	View chart
Home Depot (HD)	0.1	$201k	NEW	495.00	405.19	View chart
Akebia Therapeutics (AKBA)	0.0	$55k	NEW	20k	2.73	View chart
Ferroglobe SHS (GSM)	0.0	$52k	NEW	12k	4.55	View chart
Tenaya Therapeutics (TNYA)	0.0	$24k	NEW	15k	1.62	View chart

Past Filings by Parkwoods Wealth Partners

SEC 13F filings are viewable for Parkwoods Wealth Partners going back to 2024

Parkwoods Wealth Partners 2025 Q3 filed Oct. 14, 2025
Parkwoods Wealth Partners 2025 Q2 filed July 18, 2025
Parkwoods Wealth Partners 2025 Q1 filed May 12, 2025
Parkwoods Wealth Partners 2024 Q4 filed Jan. 23, 2025
Parkwoods Wealth Partners 2024 Q3 filed Nov. 7, 2024

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