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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, DFSD, DFIV, DFUS, and represent 41.63% of Parkwoods Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$25M), DFGX (+$15M), DFCF (+$12M), IVV (+$6.9M), DFAC (+$6.4M), IEFA (+$5.7M), VTI (+$5.2M), SCHX, DFIV, DFSV.
Started 57 new stock positions in GILD, CAT, DGCB, IJS, AXP, IWC, MS, PM, IJK, SCHF.
Reduced shares in these 10 stocks: TFLO, DFAU, BSVO, JAAA, META, VXUS, DFAX, SPHY, QUAL, PG.
Parkwoods Wealth Partners was a net buyer of stock by $173M.
Parkwoods Wealth Partners has $623M in assets under management (AUM), dropping by 52.59%.
Central Index Key (CIK): 0002042772

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Portfolio Holdings for Parkwoods Wealth Partners

Parkwoods Wealth Partners holds 168 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	10.4	$65M		925k	69.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.4	$59M	+3%	1.1M	55.01	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	7.5	$46M	+118%	972k	47.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.3	$45M	+9%	839k	54.02	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	7.1	$44M	+2%	539k	81.94	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	5.7	$36M	+21%	801k	44.36	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.0	$25M	+5%	305k	82.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	2.6	$16M	+30%	414k	38.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.4	$15M	+13%	368k	40.13	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	2.3	$15M	NEW	271k	53.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$14M	+26%	350k	40.21	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.0	$13M	+3958%	302k	42.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.8	$11M	-5%	212k	51.69	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.3	$8.3M	+32%	200k	41.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$8.3M	+21%	201k	41.25	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$8.1M	+27%	198k	40.64	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	1.2	$7.7M	+2%	152k	50.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$7.5M	+1165%	10k	748.89	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$6.9M	+22%	237k	28.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$6.3M	+448%	17k	370.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$6.2M	+48%	79k	77.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$5.7M	NEW	59k	96.58	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.9	$5.7M	+14%	153k	37.26	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$5.5M	+120%	53k	103.05	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.8	$5.0M	-7%	171k	29.19	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.7	$4.6M	+35%	131k	35.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$4.6M	+65%	37k	124.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$4.0M	NEW	135k	29.43	View chart
Apple (AAPL)	0.6	$3.7M	+190%	13k	289.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$3.6M	-2%	97k	36.84	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$3.4M	+13%	41k	82.79	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.5	$3.4M	NEW	62k	54.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$3.3M	NEW	39k	83.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$3.3M	+30%	4.8k	686.81	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.5	$3.3M	+184%	82k	39.54	View chart
Eli Lilly & Co. (LLY)	0.5	$3.0M	+30%	2.5k	1199.23	View chart
Microsoft Corporation (MSFT)	0.5	$2.9M	+51%	7.9k	373.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.9M		18k	164.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.9M	NEW	103k	27.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$2.8M	+44%	56k	50.23	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$2.8M	NEW	100k	27.62	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$2.5M	+18%	73k	34.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$2.4M	+61%	23k	106.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.3M	NEW	16k	148.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$2.1M	-10%	42k	50.49	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.9M	+6%	33k	58.98	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.3	$1.8M	+21%	34k	54.46	View chart
NVIDIA Corporation (NVDA)	0.3	$1.8M	+43%	9.0k	200.08	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$1.7M	NEW	34k	48.12	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$1.6M	+60%	18k	91.21	View chart
Amazon (AMZN)	0.3	$1.6M	+66%	6.7k	238.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.6M	NEW	27k	58.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.5M	NEW	6.2k	243.00	View chart
Ge Aerospace Com New (GE)	0.2	$1.5M	+2%	4.0k	373.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.4M	NEW	18k	82.27	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M	+333%	1.5k	935.47	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.4M		12k	117.09	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M	+14%	4.1k	327.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.3M	+138%	18k	71.25	View chart
Enterprise Products Partners (EPD)	0.2	$1.3M	NEW	35k	36.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.3M	+255%	16k	76.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	+59%	2.5k	500.39	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.2M	NEW	8.6k	136.68	View chart
Ge Vernova (GEV)	0.2	$1.2M	+2%	993.00	1174.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.1M	NEW	31k	36.13	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$978k	NEW	12k	82.84	View chart
Advanced Micro Devices (AMD)	0.2	$978k	NEW	1.7k	580.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$954k	+22%	9.9k	96.49	View chart
Applied Materials (AMAT)	0.1	$925k	NEW	1.3k	723.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$920k	+43%	1.2k	746.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$906k	+237%	2.5k	357.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$892k	+267%	4.1k	217.93	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$885k	NEW	12k	75.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$874k	+60%	15k	59.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$791k	NEW	2.2k	353.29	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$777k	NEW	32k	24.14	View chart
Chevron Corporation (CVX)	0.1	$749k	+96%	4.5k	165.76	View chart
Ducommun Incorporated (DCO)	0.1	$741k		4.0k	185.21	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$731k		8.2k	89.01	View chart
Rockwell Automation (ROK)	0.1	$721k		1.5k	495.19	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$719k		28k	26.16	View chart
Central Securities (CET)	0.1	$717k		14k	52.45	View chart
Wal-Mart Stores (WMT)	0.1	$709k	+15%	6.3k	113.25	View chart
Micron Technology (MU)	0.1	$683k	NEW	592.00	1154.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$674k	+10%	915.00	736.40	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$663k	+21%	10k	66.45	View chart
Brown & Brown (BRO)	0.1	$645k		10k	64.15	View chart
Johnson & Johnson (JNJ)	0.1	$640k	+5%	2.5k	253.99	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.1	$631k	NEW	6.3k	100.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$597k	+25%	4.4k	136.72	View chart
Monster Beverage Corp (MNST)	0.1	$587k		6.1k	96.12	View chart
Oneok (OKE)	0.1	$584k	NEW	6.7k	86.94	View chart
Visa Com Cl A (V)	0.1	$579k	+29%	1.7k	343.09	View chart
Cisco Systems (CSCO)	0.1	$571k	NEW	4.9k	117.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$558k	-2%	2.5k	219.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$542k	NEW	1.8k	303.12	View chart
American Express Company (AXP)	0.1	$533k	NEW	1.6k	338.25	View chart
Tg Therapeutics (TGTX)	0.1	$524k	+9%	9.5k	54.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$524k	+5%	5.4k	96.43	View chart
Welltower Inc Com reit (WELL)	0.1	$523k	NEW	2.3k	226.95	View chart
Broadcom (AVGO)	0.1	$510k	+29%	1.4k	377.75	View chart
Meta Platforms Cl A (META)	0.1	$506k	-14%	897.00	563.54	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$497k	NEW	8.1k	61.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$492k	NEW	2.2k	227.06	View chart
International Business Machines (IBM)	0.1	$462k	+3%	1.6k	281.21	View chart
McKesson Corporation (MCK)	0.1	$459k		607.00	755.60	View chart
Nextera Energy (NEE)	0.1	$448k	+38%	5.1k	87.77	View chart
Oracle Corporation (ORCL)	0.1	$441k	+95%	3.0k	146.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$441k	NEW	12k	36.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$441k	+7%	2.3k	189.73	View chart
Spdr Index Shs Fds St Str Msci Eafe (EFAX)	0.1	$431k	NEW	8.0k	54.12	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$428k		9.5k	44.85	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.1	$426k	+23%	5.2k	81.98	View chart
Amphenol Corp Cl A (APH)	0.1	$411k	+10%	2.3k	176.32	View chart
Home Depot (HD)	0.1	$399k	NEW	1.1k	352.68	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$390k	+84%	4.4k	89.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$388k		3.0k	128.08	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$385k		2.0k	193.77	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$366k		895.00	409.30	View chart
Abbvie (ABBV)	0.1	$363k	+33%	1.4k	251.56	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$360k	NEW	3.6k	99.10	View chart
Goldman Sachs (GS)	0.1	$352k	+33%	348.00	1011.37	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$352k	+46%	7.0k	50.18	View chart
Merck & Co (MRK)	0.1	$341k	NEW	2.7k	128.50	View chart
Caterpillar (CAT)	0.1	$335k	NEW	315.00	1064.90	View chart
Community Health Systems (CYH)	0.1	$330k		99k	3.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$325k	NEW	9.3k	34.81	View chart
Wells Fargo & Company (WFC)	0.1	$321k	NEW	3.9k	82.64	View chart
Lam Research Corp Com New (LRCX)	0.1	$318k	NEW	734.00	433.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$317k	-21%	3.7k	85.50	View chart
TJX Companies (TJX)	0.1	$313k	+3%	2.1k	151.50	View chart
Morgan Stanley Com New (MS)	0.0	$309k	NEW	1.5k	209.04	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$308k	-4%	13k	23.44	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$303k	NEW	6.3k	48.25	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$299k	-76%	5.9k	50.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$299k		1.9k	156.94	View chart
AFLAC Incorporated (AFL)	0.0	$287k		2.4k	117.25	View chart
Citigroup Com New (C)	0.0	$285k	-2%	2.0k	139.96	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$280k	+38%	9.2k	30.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$279k	NEW	1.8k	154.25	View chart
Spdr Series Trust St Str Sp Telco (XTL)	0.0	$278k		1.2k	227.49	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$277k	NEW	287.00	965.00	View chart
Bank of America Corporation (BAC)	0.0	$275k	NEW	4.8k	56.98	View chart
W.W. Grainger (GWW)	0.0	$273k		201.00	1360.40	View chart
Coca-Cola Company (KO)	0.0	$273k	+17%	3.4k	81.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$271k		1.1k	236.62	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$265k	NEW	3.4k	77.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$263k	NEW	2.1k	124.17	View chart
Entergy Corporation (ETR)	0.0	$245k	NEW	2.1k	114.86	View chart
Gilead Sciences (GILD)	0.0	$245k	NEW	1.9k	126.34	View chart
McDonald's Corporation (MCD)	0.0	$241k	+4%	891.00	270.31	View chart
Texas Instruments Incorporated (TXN)	0.0	$237k	NEW	794.00	298.07	View chart
Philip Morris International (PM)	0.0	$236k	NEW	1.3k	180.92	View chart
Abbott Laboratories (ABT)	0.0	$234k	NEW	2.6k	90.75	View chart
Automatic Data Processing (ADP)	0.0	$233k	+2%	1.0k	223.95	View chart
Procter & Gamble Company (PG)	0.0	$231k	-4%	1.6k	146.64	View chart
Pepsi (PEP)	0.0	$230k	+3%	1.7k	135.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$219k	NEW	1.6k	137.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$216k	NEW	2.1k	103.88	View chart
Altria (MO)	0.0	$212k	NEW	3.0k	71.96	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$206k	NEW	1.8k	117.50	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$206k	NEW	1.0k	199.95	View chart
Eaton Corp SHS (ETN)	0.0	$201k	NEW	471.00	426.12	View chart
Jeld-wen Hldg (JELD)	0.0	$46k	+108%	31k	1.50	View chart
Aquestive Therapeutics (AQST)	0.0	$46k		11k	4.16	View chart
Ferroglobe SHS (GSM)	0.0	$37k		12k	3.18	View chart
Akebia Therapeutics (AKBA)	0.0	$24k		21k	1.14	View chart
Tenaya Therapeutics (TNYA)	0.0	$14k	+3%	19k	0.74	View chart

Past Filings by Parkwoods Wealth Partners

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

Parkwoods Wealth Partners 2026 Q2 filed July 27, 2026
Parkwoods Wealth Partners 2026 Q1 filed April 13, 2026
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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