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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, DFIV, DFUS, DFAC, and represent 51.46% of Parkwoods Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$9.9M), DFAU (+$6.6M), DFAC, DFUV, DFIV, DFSV, DISV, DFAI, BSV, DFAT.
Started 9 new stock positions in KO, ABBV, ORCL, AQST, COMT, AVDE, DCOR, C, GWW.
Reduced shares in these 10 stocks: DFSU, BAC, ABT, GOOG, JKHY, , DUSB, ITOT, AAPL, BSVO.
Sold out of its positions in ABT, GOOG, BAC, DFSU, JKHY, ACN.
Parkwoods Wealth Partners was a net buyer of stock by $63M.
Parkwoods Wealth Partners has $408M in assets under management (AUM), dropping by 20.01%.
Central Index Key (CIK): 0002042772

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Portfolio Holdings for Parkwoods Wealth Partners

Parkwoods Wealth Partners holds 111 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	14.0	$57M	+5%	912k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.2	$50M	+8%	1.0M	48.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	9.9	$41M	+10%	769k	52.78	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	9.1	$37M	+3%	524k	70.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.3	$26M	+19%	657k	38.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.2	$21M	+86%	446k	47.88	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.0	$21M	+7%	289k	71.13	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.1	$13M	+35%	323k	39.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.7	$11M	+52%	317k	35.04	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$10M	+184%	225k	45.12	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$9.3M	+22%	276k	33.86	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.8	$7.5M		148k	50.71	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.6	$6.4M	+97%	165k	38.96	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.4	$5.5M	+77%	151k	36.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$5.4M	+91%	155k	34.55	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.3	$5.2M	+72%	194k	26.58	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.2	$4.8M	+14%	134k	35.53	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	1.2	$4.7M		186k	25.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$4.2M	+276%	53k	78.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$3.4M		99k	33.97	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.8	$3.2M	+11%	96k	33.67	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.7	$2.7M	+44%	36k	73.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.5M	-3%	17k	142.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$2.4M	+2%	22k	110.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$2.4M	-2%	24k	99.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$2.4M		48k	50.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.2M	+3%	3.6k	597.50	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$2.0M	+171%	62k	32.22	View chart
Microsoft Corporation (MSFT)	0.5	$1.9M	+4%	5.2k	370.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$1.9M	+118%	39k	49.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$1.8M	+4%	31k	59.55	View chart
Eli Lilly & Co. (LLY)	0.4	$1.8M		1.9k	919.77	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$1.5M	+28%	28k	53.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.5M	+206%	14k	106.50	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$1.3M	+18%	12k	116.29	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$1.3M	+24%	26k	50.63	View chart
Apple (AAPL)	0.3	$1.1M	-7%	4.4k	253.75	View chart
Ge Aerospace Com New (GE)	0.3	$1.1M		3.9k	283.79	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M	-4%	6.3k	174.41	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M	+13%	3.6k	294.16	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$1.0M		29k	35.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$998k		3.1k	320.83	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$907k	+13%	11k	80.61	View chart
Ge Vernova (GEV)	0.2	$846k		969.00	872.90	View chart
Amazon (AMZN)	0.2	$837k	-5%	4.0k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$749k		1.6k	479.20	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$689k	-2%	8.2k	83.57	View chart
Central Securities (CET)	0.2	$679k		14k	49.66	View chart
Wal-Mart Stores (WMT)	0.2	$674k	-5%	5.4k	124.27	View chart
Brown & Brown (BRO)	0.2	$656k		10k	65.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$653k	-6%	8.1k	80.58	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$651k	+3%	28k	23.65	View chart
Meta Platforms Cl A (META)	0.1	$602k		1.1k	572.46	View chart
Exxon Mobil Corporation (XOM)	0.1	$591k	+5%	3.5k	169.66	View chart
Johnson & Johnson (JNJ)	0.1	$582k	+22%	2.4k	244.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$558k		858.00	650.52	View chart
McKesson Corporation (MCK)	0.1	$523k		604.00	865.36	View chart
Rockwell Automation (ROK)	0.1	$520k		1.4k	358.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$514k	-12%	787.00	653.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$499k	-8%	2.6k	191.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$493k		9.1k	54.05	View chart
Ducommun Incorporated (DCO)	0.1	$488k		4.0k	122.00	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$487k	+10%	8.2k	59.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$484k	+4%	7.5k	64.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$477k		827.00	577.18	View chart
Chevron Corporation (CVX)	0.1	$475k	+9%	2.3k	206.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$455k		5.1k	88.70	View chart
Monster Beverage Corp (MNST)	0.1	$441k		6.1k	72.46	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$419k	-14%	9.4k	44.45	View chart
Raytheon Technologies Corp (RTX)	0.1	$416k		2.2k	192.90	View chart
Visa Com Cl A (V)	0.1	$392k	-6%	1.3k	302.24	View chart
International Business Machines (IBM)	0.1	$385k	+32%	1.6k	242.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$362k	+5%	4.7k	77.12	View chart
Costco Wholesale Corporation (COST)	0.1	$353k	-3%	354.00	996.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$343k		4.6k	74.35	View chart
Nextera Energy (NEE)	0.1	$342k		3.7k	92.88	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$336k		3.0k	111.18	View chart
Broadcom (AVGO)	0.1	$324k	-5%	1.0k	309.51	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$322k	-2%	14k	23.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$319k		894.00	356.44	View chart
TJX Companies (TJX)	0.1	$318k		2.0k	159.70	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$315k	+24%	7.4k	42.22	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$311k		2.0k	154.14	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$303k	NEW	4.2k	72.08	View chart
Community Health Systems (CYH)	0.1	$291k		99k	2.94	View chart
Tg Therapeutics (TGTX)	0.1	$288k	+23%	8.7k	33.22	View chart
Amphenol Corp Cl A (APH)	0.1	$268k		2.1k	126.35	View chart
AFLAC Incorporated (AFL)	0.1	$266k		2.4k	109.71	View chart
McDonald's Corporation (MCD)	0.1	$265k		853.00	310.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$263k	-5%	1.9k	138.35	View chart
Pepsi (PEP)	0.1	$256k	+16%	1.6k	155.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$246k		1.1k	215.06	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$239k	-11%	4.8k	49.85	View chart
Procter & Gamble Company (PG)	0.1	$238k	-2%	1.6k	144.44	View chart
Citigroup Com New (C)	0.1	$237k	NEW	2.1k	113.41	View chart
Abbvie (ABBV)	0.1	$235k	NEW	1.1k	217.40	View chart
Spdr Series Trust State Street Spd (XTL)	0.1	$229k	-16%	1.2k	188.06	View chart
Oracle Corporation (ORCL)	0.1	$227k	NEW	1.5k	147.11	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$226k	NEW	6.7k	33.81	View chart
Goldman Sachs (GS)	0.1	$221k	-15%	261.00	845.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$219k	-2%	1.1k	196.20	View chart
Coca-Cola Company (KO)	0.1	$217k	NEW	2.9k	76.05	View chart
W.W. Grainger (GWW)	0.1	$216k	NEW	198.00	1090.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$216k	-20%	751.00	287.56	View chart
Automatic Data Processing (ADP)	0.1	$207k		1.0k	203.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$201k	NEW	2.4k	84.84	View chart
Ferroglobe SHS (GSM)	0.0	$47k		12k	4.12	View chart
Aquestive Therapeutics (AQST)	0.0	$46k	NEW	11k	4.15	View chart
Akebia Therapeutics (AKBA)	0.0	$29k	+5%	21k	1.39	View chart
Jeld-wen Hldg (JELD)	0.0	$18k	+7%	15k	1.24	View chart
Tenaya Therapeutics (TNYA)	0.0	$12k	+4%	18k	0.69	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 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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