Parkwoods Wealth Partners
Latest statistics and disclosures from Parkwoods Wealth Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002042772
Tip: Access up to 7 years of quarterly data
Positions held by Parkwoods Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Parkwoods Wealth Partners
Parkwoods Wealth Partners holds 31 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 25.9 | $32M | 567k | 55.63 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 21.7 | $26M | 633k | 41.69 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 19.3 | $24M | 378k | 62.20 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 12.5 | $15M | 399k | 38.08 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 11.3 | $14M | 213k | 64.86 |
|
|
| Microsoft Corporation (MSFT) | 1.2 | $1.5M | 3.5k | 430.30 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.0 | $1.2M | 36k | 34.29 |
|
|
| Brown & Brown (BRO) | 0.9 | $1.1M | 11k | 103.60 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.6 | $670k | 23k | 29.06 |
|
|
| Central Securities (CET) | 0.5 | $627k | 14k | 45.84 |
|
|
| Ge Aerospace Com New (GE) | 0.5 | $562k | 3.0k | 188.58 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $524k | 591.00 | 885.94 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $509k | 19k | 27.41 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $415k | 723.00 | 573.95 |
|
|
| Apple (AAPL) | 0.3 | $367k | 1.6k | 233.00 |
|
|
| Monster Beverage Corp (MNST) | 0.3 | $313k | 6.0k | 52.17 |
|
|
| Nextera Energy (NEE) | 0.2 | $284k | 3.4k | 84.53 |
|
|
| Visa Com Cl A (V) | 0.2 | $279k | 1.0k | 274.95 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $271k | 767.00 | 353.48 |
|
|
| Ducommun Incorporated (DCO) | 0.2 | $263k | 4.0k | 65.83 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $262k | 2.3k | 111.80 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $257k | 928.00 | 276.73 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $234k | 1.1k | 210.86 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $224k | 1.9k | 117.22 |
|
|
| TJX Companies (TJX) | 0.2 | $219k | 1.9k | 117.54 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $216k | 710.00 | 304.51 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $206k | 232.00 | 886.52 |
|
|
| W.W. Grainger (GWW) | 0.2 | $202k | 194.00 | 1038.81 |
|
|
| Jack Henry & Associates (JKHY) | 0.2 | $201k | 1.1k | 176.54 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $200k | 7.5k | 26.83 |
|
|
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $32k | 53k | 0.61 |
|
Past Filings by Parkwoods Wealth Partners
SEC 13F filings are viewable for Parkwoods Wealth Partners going back to 2024
- Parkwoods Wealth Partners 2024 Q3 filed Nov. 7, 2024