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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 55.82% of Parkwoods Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$6.8M), DFIV, DFSV, DISV, DFAI, DFGR, DUSB, DFAU, LLY, DUHP.
Started 13 new stock positions in VTI, VTV, JKHY, DFCF, DIHP, JELD, SUB, VXUS, PEP, MCK. DFSU, ACN, GOOG.
Reduced shares in these 10 stocks: HD, BSVO, DFAX, AVDV, QUAL, MSFT, GOOGL, DFCA, GS, CVX.
Sold out of its position in HD.
Parkwoods Wealth Partners was a net buyer of stock by $38M.
Parkwoods Wealth Partners has $340M in assets under management (AUM), dropping by 15.97%.
Central Index Key (CIK): 0002042772

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Portfolio Holdings for Parkwoods Wealth Partners

Parkwoods Wealth Partners holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	15.2	$52M		868k	59.54	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.9	$44M		942k	46.59	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	11.1	$38M	+2%	507k	74.17	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	10.2	$35M	+6%	696k	49.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.4	$22M	+4%	551k	39.59	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.5	$19M		268k	69.67	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.4	$11M	+145%	239k	47.95	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.7	$9.1M	+22%	239k	38.00	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.2	$7.6M	+21%	151k	50.65	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$7.3M	+17%	225k	32.57	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.0	$6.8M	+40%	208k	32.89	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	1.3	$4.4M	-2%	189k	23.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.2	$4.0M	+6%	117k	34.46	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$3.7M	+57%	79k	46.80	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$3.3M	-2%	100k	32.73	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$3.2M	+58%	85k	38.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$3.2M	+89%	83k	38.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$3.0M	+98%	113k	26.42	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.8	$2.8M	+10%	86k	32.94	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$2.7M	+60%	81k	33.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$2.7M	+2%	18k	148.69	View chart
Microsoft Corporation (MSFT)	0.7	$2.4M		5.0k	483.67	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$2.4M	+26%	47k	50.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$2.3M	-2%	25k	93.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.2M	+30%	3.5k	627.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$2.2M	+6%	22k	101.98	View chart
Eli Lilly & Co. (LLY)	0.6	$2.0M	+152%	1.9k	1074.68	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$1.8M	+16%	25k	73.98	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$1.8M	+13%	30k	59.93	View chart
Apple (AAPL)	0.4	$1.3M	+54%	4.8k	271.83	View chart
NVIDIA Corporation (NVDA)	0.4	$1.2M	+86%	6.6k	186.51	View chart
Ge Aerospace Com New (GE)	0.4	$1.2M	+8%	3.9k	308.05	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$1.2M	+49%	22k	54.07	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$1.1M	+10%	9.7k	115.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.1M	+33%	14k	78.81	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$1.0M	+4%	21k	50.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M	NEW	3.1k	335.29	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M	+65%	3.1k	322.22	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$988k	+8%	29k	34.21	View chart
Amazon (AMZN)	0.3	$978k	+3%	4.2k	230.82	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$876k	+35%	18k	49.46	View chart
Brown & Brown (BRO)	0.2	$801k		10k	79.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$784k	+4%	1.6k	502.65	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$751k	+11%	9.9k	75.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$720k	NEW	23k	31.66	View chart
Meta Platforms Cl A (META)	0.2	$697k	+15%	1.1k	660.46	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$697k		8.5k	82.48	View chart
Central Securities (CET)	0.2	$694k		14k	50.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$666k	+14%	8.7k	77.02	View chart
Wal-Mart Stores (WMT)	0.2	$640k	+62%	5.7k	111.40	View chart
Ge Vernova (GEV)	0.2	$629k	+7%	962.00	653.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$619k	+11%	903.00	684.94	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$609k	+17%	27k	22.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$597k	+12%	875.00	682.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$565k	-8%	2.8k	198.63	View chart
Rockwell Automation (ROK)	0.2	$564k		1.4k	389.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$512k	+53%	834.00	614.31	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$504k		11k	45.84	View chart
McKesson Corporation (MCK)	0.1	$496k	NEW	604.00	820.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$492k	+5%	9.2k	53.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$490k	NEW	4.6k	106.70	View chart
Visa Com Cl A (V)	0.1	$485k		1.4k	350.71	View chart
Monster Beverage Corp (MNST)	0.1	$466k		6.1k	76.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$454k	+43%	5.1k	88.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$451k	+15%	7.2k	62.47	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$425k	+94%	7.5k	56.96	View chart
Johnson & Johnson (JNJ)	0.1	$402k	+16%	1.9k	206.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$398k	+14%	2.2k	183.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$397k	+10%	3.3k	120.34	View chart
Broadcom (AVGO)	0.1	$384k		1.1k	346.10	View chart
Ducommun Incorporated (DCO)	0.1	$381k		4.0k	95.13	View chart
International Business Machines (IBM)	0.1	$354k	+2%	1.2k	296.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$338k	+6%	3.0k	111.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$336k	NEW	4.5k	75.45	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$335k	+31%	14k	23.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$333k		893.00	373.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$330k		4.6k	71.41	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$322k		2.0k	159.88	View chart
Chevron Corporation (CVX)	0.1	$320k	-5%	2.1k	152.41	View chart
Costco Wholesale Corporation (COST)	0.1	$316k	+7%	366.00	862.34	View chart
Community Health Systems (CYH)	0.1	$309k		99k	3.12	View chart
TJX Companies (TJX)	0.1	$306k		2.0k	153.61	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$305k	NEW	7.0k	43.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$297k	-9%	950.00	313.00	View chart
Nextera Energy (NEE)	0.1	$296k		3.7k	80.28	View chart
Amphenol Corp Cl A (APH)	0.1	$287k		2.1k	135.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$283k	+10%	2.0k	141.08	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$272k	-8%	5.4k	50.08	View chart
Goldman Sachs (GS)	0.1	$272k	-6%	309.00	879.00	View chart
AFLAC Incorporated (AFL)	0.1	$269k		2.4k	110.27	View chart
Automatic Data Processing (ADP)	0.1	$264k		1.0k	257.23	View chart
McDonald's Corporation (MCD)	0.1	$261k	+19%	853.00	305.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$255k	NEW	6.0k	42.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$251k		1.1k	219.78	View chart
Procter & Gamble Company (PG)	0.1	$241k	+26%	1.7k	143.31	View chart
Bank of America Corporation (BAC)	0.1	$239k	+6%	4.4k	55.00	View chart
Spdr Series Trust State Street Spd (XTL)	0.1	$225k		1.5k	153.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$219k	NEW	1.1k	190.99	View chart
Abbott Laboratories (ABT)	0.1	$219k	+12%	1.7k	125.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$210k	NEW	669.00	313.80	View chart
Jack Henry & Associates (JKHY)	0.1	$209k	NEW	1.1k	182.48	View chart
Tg Therapeutics (TGTX)	0.1	$209k		7.0k	29.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$207k	NEW	770.00	268.30	View chart
Pepsi (PEP)	0.1	$202k	NEW	1.4k	143.52	View chart
Ferroglobe SHS (GSM)	0.0	$53k		12k	4.64	View chart
Jeld-wen Hldg (JELD)	0.0	$34k	NEW	14k	2.46	View chart
Akebia Therapeutics (AKBA)	0.0	$32k		20k	1.61	View chart
Tenaya Therapeutics (TNYA)	0.0	$12k	+13%	17k	0.71	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 Q4 filed Jan. 15, 2026
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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