Parkworth Wealth Management
Latest statistics and disclosures from Parkworth Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVUS, DFAC, DFCF, BIV, AVDE, and represent 39.83% of Parkworth Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ICSH, AVUS, DFAC, VTI, AVDE, DFIC, AVUV, VSGX, ITOT, DFCF.
- Started 178 new stock positions in ESS, UTL, LVS, MTRN, NEXT, BF.B, KRYS, EPSN, PCVX, BIIB.
- Reduced shares in these 10 stocks: DUSB, DFUS, ESGV, DFAI, AAPL, DFAE, United States Steel Corporation, SHOP, DFIV, DFUV.
- Sold out of its positions in BABA, ALIT, AVTR, BEAM, BERY, AZTA, BC, ENOV, CNMD, DIOD.
- Parkworth Wealth Management was a net buyer of stock by $3.9M.
- Parkworth Wealth Management has $139M in assets under management (AUM), dropping by 10.56%.
- Central Index Key (CIK): 0002026602
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Portfolio Holdings for Parkworth Wealth Management
Parkworth Wealth Management holds 1352 positions in its portfolio as reported in the June 2025 quarterly 13F filing
Parkworth Wealth Management has 1352 total positions. Only the first 250 positions are shown.
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- Download the Parkworth Wealth Management June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 12.5 | $17M | +3% | 171k | 100.82 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 11.8 | $16M | 455k | 35.84 |
|
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 5.2 | $7.3M | +2% | 172k | 42.26 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 5.2 | $7.2M | 93k | 77.34 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.2 | $7.1M | +3% | 97k | 74.01 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 5.0 | $7.0M | +3% | 224k | 31.09 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.3 | $4.5M | +5% | 50k | 91.10 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.2 | $4.4M | 82k | 53.96 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 2.8 | $3.9M | 82k | 48.01 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.7 | $3.7M | +2% | 55k | 68.54 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.6 | $3.6M | 86k | 42.28 |
|
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.6 | $3.6M | 121k | 29.68 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.6 | $3.6M | 46k | 78.70 |
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| Ishares Tr Ultra Short Dur (ICSH) | 2.5 | $3.5M | +18% | 68k | 50.71 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.1 | $3.0M | +3% | 47k | 63.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $2.9M | +9% | 9.5k | 303.94 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 2.0 | $2.7M | -7% | 41k | 67.02 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.4 | $2.0M | +6% | 25k | 79.28 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.3 | $1.7M | +3% | 53k | 32.91 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $1.6M | +3% | 32k | 49.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $1.5M | +7% | 27k | 57.01 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.1 | $1.5M | 35k | 42.83 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.4M | 8.8k | 157.99 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 1.0 | $1.4M | -32% | 27k | 50.75 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 1.0 | $1.3M | +10% | 46k | 29.43 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.9 | $1.3M | 18k | 72.68 |
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|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.1M | 3.7k | 304.83 |
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|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.1M | +20% | 7.8k | 135.04 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.7 | $1.0M | 8.6k | 118.30 |
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|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $908k | -3% | 7.9k | 115.35 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.6 | $900k | 20k | 44.16 |
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| Ishares Tr Global Reit Etf (REET) | 0.6 | $899k | 36k | 24.70 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.6 | $835k | +8% | 31k | 26.83 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.6 | $787k | +8% | 17k | 47.43 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $714k | 4.7k | 150.40 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $661k | +5% | 13k | 49.46 |
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| Apple (AAPL) | 0.4 | $540k | -16% | 2.6k | 205.20 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.4 | $524k | 7.0k | 74.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $522k | 2.2k | 237.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $515k | 933.00 | 551.62 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $514k | +16% | 6.8k | 76.04 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.4 | $508k | 11k | 47.69 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $424k | +2% | 6.7k | 63.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $412k | 666.00 | 618.08 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $319k | +170% | 4.9k | 65.49 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.2 | $318k | +55% | 5.0k | 63.40 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $288k | +23% | 4.9k | 58.79 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $288k | 653.00 | 440.91 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $287k | -35% | 8.3k | 34.57 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $262k | +13% | 4.4k | 60.03 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $258k | 2.4k | 107.78 |
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| Microsoft Corporation (MSFT) | 0.2 | $255k | +27% | 513.00 | 497.65 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $252k | 742.00 | 339.74 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $240k | +17% | 4.0k | 59.81 |
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| Chevron Corporation (CVX) | 0.2 | $239k | 1.7k | 143.16 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $231k | 301.00 | 767.34 |
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| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.2 | $212k | 5.0k | 42.87 |
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| Ishares Tr Esg Select Scree (XJR) | 0.2 | $210k | 5.3k | 39.55 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $193k | 1.5k | 132.15 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $191k | 2.3k | 83.49 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $191k | -24% | 6.6k | 28.95 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $190k | 976.00 | 194.13 |
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| SJW (HTO) | 0.1 | $189k | 3.6k | 51.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $175k | 1.9k | 91.95 |
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| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.1 | $167k | 3.4k | 49.28 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $150k | NEW | 4.8k | 31.02 |
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| Meta Platforms Cl A (META) | 0.1 | $149k | +19% | 201.00 | 739.28 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $148k | 2.2k | 68.60 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $137k | 2.2k | 62.36 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $137k | +10% | 472.00 | 289.67 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $131k | 2.5k | 52.42 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $130k | +4% | 3.4k | 38.06 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $128k | +48% | 3.3k | 39.25 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $115k | 1.5k | 77.48 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.1 | $113k | +18% | 11k | 10.46 |
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| Ishares Tr Esg Select Scre (XJH) | 0.1 | $108k | 2.6k | 41.50 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $102k | 2.2k | 46.14 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $100k | 4.0k | 25.17 |
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| Amazon (AMZN) | 0.1 | $98k | +28% | 445.00 | 219.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $97k | +41% | 552.00 | 176.33 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $95k | 738.00 | 128.58 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $86k | 1.0k | 82.89 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $86k | +3% | 223.00 | 386.88 |
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| Broadcom (AVGO) | 0.1 | $82k | +28% | 297.00 | 275.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $81k | 457.00 | 177.39 |
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| International Business Machines (IBM) | 0.1 | $80k | +5% | 272.00 | 294.78 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $79k | -67% | 718.00 | 109.68 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $79k | 498.00 | 157.87 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $78k | 472.00 | 164.48 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $72k | NEW | 980.00 | 73.63 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $68k | 1.0k | 67.56 |
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| Public Storage (PSA) | 0.0 | $68k | 231.00 | 293.90 |
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| Goldman Sachs (GS) | 0.0 | $65k | +6% | 92.00 | 703.99 |
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| Dimensional Etf Trust International (DFSI) | 0.0 | $64k | +23% | 1.6k | 39.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $62k | 100.00 | 620.84 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $55k | NEW | 920.00 | 60.03 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $55k | NEW | 1.8k | 29.49 |
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| Bank of America Corporation (BAC) | 0.0 | $54k | +10% | 1.1k | 47.34 |
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| Merck & Co (MRK) | 0.0 | $54k | +7% | 682.00 | 79.14 |
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| Ge Aerospace Com New (GE) | 0.0 | $53k | +8% | 206.00 | 257.60 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $52k | +17% | 93.00 | 562.40 |
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| California Water Service (CWT) | 0.0 | $51k | 1.1k | 45.47 |
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| Tesla Motors (TSLA) | 0.0 | $50k | -16% | 157.00 | 317.66 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $47k | 524.00 | 89.41 |
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| Advanced Micro Devices (AMD) | 0.0 | $45k | -16% | 320.00 | 141.85 |
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| Kkr & Co (KKR) | 0.0 | $44k | 333.00 | 133.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $44k | +44% | 91.00 | 483.66 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $41k | 210.00 | 194.83 |
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| Iron Mountain (IRM) | 0.0 | $37k | +2% | 359.00 | 102.56 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $36k | 168.00 | 216.41 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $35k | 426.00 | 82.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $32k | 140.00 | 226.26 |
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| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.0 | $32k | 194.00 | 163.07 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $30k | +2296% | 599.00 | 50.30 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $30k | 385.00 | 77.48 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $29k | 454.00 | 64.86 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $29k | NEW | 615.00 | 47.06 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $29k | 141.00 | 205.13 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $29k | NEW | 623.00 | 46.32 |
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| Coupang Cl A (CPNG) | 0.0 | $29k | 957.00 | 29.96 |
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| Ge Vernova (GEV) | 0.0 | $28k | +10% | 53.00 | 529.74 |
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| Oracle Corporation (ORCL) | 0.0 | $28k | +24% | 126.00 | 218.44 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $27k | 206.00 | 132.34 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $26k | 437.00 | 58.61 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $25k | 192.00 | 127.60 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $22k | 167.00 | 133.03 |
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| Boeing Company (BA) | 0.0 | $22k | +4% | 104.00 | 209.53 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $22k | +2% | 130.00 | 166.66 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $20k | 167.00 | 116.92 |
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| Eli Lilly & Co. (LLY) | 0.0 | $18k | +109% | 23.00 | 779.52 |
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| Abbvie (ABBV) | 0.0 | $18k | +35% | 95.00 | 185.43 |
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| Cisco Systems (CSCO) | 0.0 | $16k | +39% | 236.00 | 69.40 |
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| Visa Com Cl A (V) | 0.0 | $16k | +155% | 46.00 | 355.04 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $15k | +2775% | 230.00 | 65.25 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $15k | 167.00 | 88.87 |
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| Netflix (NFLX) | 0.0 | $15k | +120% | 11.00 | 1339.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $15k | 74.00 | 196.61 |
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| Wal-Mart Stores (WMT) | 0.0 | $14k | +23% | 147.00 | 97.48 |
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| Moderna (MRNA) | 0.0 | $14k | 500.00 | 27.59 |
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| Johnson & Johnson (JNJ) | 0.0 | $13k | +130% | 83.00 | 152.19 |
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| NetApp (NTAP) | 0.0 | $13k | +8% | 117.00 | 106.85 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $12k | 67.00 | 173.90 |
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| Gap (GAP) | 0.0 | $11k | 490.00 | 21.80 |
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| Home Depot (HD) | 0.0 | $10k | +180% | 28.00 | 366.64 |
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| Verizon Communications (VZ) | 0.0 | $10k | +46% | 237.00 | 43.29 |
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| Shell Spon Ads (SHEL) | 0.0 | $9.6k | 136.00 | 70.64 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $9.5k | 52.00 | 182.83 |
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| Caterpillar (CAT) | 0.0 | $9.5k | +50% | 24.00 | 394.50 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $9.4k | 151.00 | 62.10 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $9.0k | 67.00 | 135.04 |
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| Simon Property (SPG) | 0.0 | $8.8k | +5% | 55.00 | 159.76 |
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| Citigroup Com New (C) | 0.0 | $8.3k | +38% | 97.00 | 85.24 |
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| Costco Wholesale Corporation (COST) | 0.0 | $7.9k | +60% | 8.00 | 990.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $7.3k | -6% | 275.00 | 26.50 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $7.3k | 62.00 | 117.26 |
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| Coca-Cola Company (KO) | 0.0 | $7.1k | +12% | 100.00 | 70.50 |
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| Linde SHS (LIN) | 0.0 | $7.0k | +200% | 15.00 | 469.20 |
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| Abbott Laboratories (ABT) | 0.0 | $6.7k | +226% | 49.00 | 136.00 |
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| Wells Fargo & Company (WFC) | 0.0 | $6.6k | +148% | 82.00 | 80.12 |
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| At&t (T) | 0.0 | $6.5k | +129% | 223.00 | 28.94 |
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| salesforce (CRM) | 0.0 | $6.0k | +214% | 22.00 | 272.68 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $5.9k | +186% | 43.00 | 136.33 |
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| Booking Holdings (BKNG) | 0.0 | $5.8k | 1.00 | 5789.00 |
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| Intuit (INTU) | 0.0 | $5.5k | +250% | 7.00 | 787.57 |
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| Procter & Gamble Company (PG) | 0.0 | $5.3k | +17% | 33.00 | 159.33 |
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| Uber Technologies (UBER) | 0.0 | $5.2k | +133% | 56.00 | 93.30 |
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| Walt Disney Company (DIS) | 0.0 | $5.1k | +28% | 41.00 | 124.63 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $5.1k | +142% | 17.00 | 298.88 |
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| Progressive Corporation (PGR) | 0.0 | $5.1k | +137% | 19.00 | 266.84 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $5.0k | +118% | 24.00 | 207.62 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.0k | +8% | 67.00 | 74.28 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $4.9k | +89% | 138.00 | 35.69 |
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| Target Corporation (TGT) | 0.0 | $4.8k | +11% | 49.00 | 97.73 |
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| Qualcomm (QCOM) | 0.0 | $4.8k | +150% | 30.00 | 159.27 |
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| Chubb (CB) | 0.0 | $4.6k | +220% | 16.00 | 289.75 |
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| Union Pacific Corporation (UNP) | 0.0 | $4.6k | +185% | 20.00 | 230.10 |
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| Kla Corp Com New (KLAC) | 0.0 | $4.5k | +66% | 5.00 | 895.80 |
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| TJX Companies (TJX) | 0.0 | $4.4k | +125% | 36.00 | 123.50 |
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| McKesson Corporation (MCK) | 0.0 | $4.4k | +100% | 6.00 | 732.83 |
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| Morgan Stanley Com New (MS) | 0.0 | $4.4k | +181% | 31.00 | 140.87 |
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| Automatic Data Processing (ADP) | 0.0 | $4.3k | +133% | 14.00 | 308.43 |
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| Capital One Financial (COF) | 0.0 | $4.3k | +233% | 20.00 | 212.75 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $4.2k | +20% | 6.00 | 706.00 |
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| S&p Global (SPGI) | 0.0 | $4.2k | +166% | 8.00 | 527.25 |
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| Amgen (AMGN) | 0.0 | $4.2k | +87% | 15.00 | 279.20 |
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| Pfizer (PFE) | 0.0 | $4.2k | +212% | 172.00 | 24.24 |
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| American Express Company (AXP) | 0.0 | $4.1k | +85% | 13.00 | 319.00 |
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| Servicenow (NOW) | 0.0 | $4.1k | +300% | 4.00 | 1028.00 |
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| Boston Scientific Corporation (BSX) | 0.0 | $4.1k | +280% | 38.00 | 107.42 |
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| Deere & Company (DE) | 0.0 | $4.1k | +100% | 8.00 | 508.50 |
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| UnitedHealth (UNH) | 0.0 | $4.1k | +18% | 13.00 | 312.00 |
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| Applied Materials (AMAT) | 0.0 | $4.0k | +100% | 22.00 | 183.09 |
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| Stryker Corporation (SYK) | 0.0 | $4.0k | +400% | 10.00 | 395.60 |
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| Trane Technologies SHS (TT) | 0.0 | $3.9k | +125% | 9.00 | 437.44 |
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| Eaton Corp SHS (ETN) | 0.0 | $3.9k | +175% | 11.00 | 357.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $3.8k | +68% | 42.00 | 91.48 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $3.8k | +250% | 7.00 | 543.43 |
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| AutoZone (AZO) | 0.0 | $3.7k | 1.00 | 3712.00 |
|
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| Keurig Dr Pepper (KDP) | 0.0 | $3.7k | +141% | 111.00 | 33.12 |
|
| AmerisourceBergen (COR) | 0.0 | $3.6k | +300% | 12.00 | 299.83 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.6k | +225% | 39.00 | 91.23 |
|
| Intercontinental Exchange (ICE) | 0.0 | $3.5k | +216% | 19.00 | 183.47 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $3.5k | +118% | 35.00 | 98.74 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $3.4k | +83% | 11.00 | 313.18 |
|
| Kroger (KR) | 0.0 | $3.4k | +100% | 48.00 | 71.73 |
|
| Gilead Sciences (GILD) | 0.0 | $3.4k | +72% | 31.00 | 110.87 |
|
| Waste Management (WM) | 0.0 | $3.4k | +150% | 15.00 | 228.80 |
|
| Medtronic SHS (MDT) | 0.0 | $3.4k | +254% | 39.00 | 87.18 |
|
| Oneok (OKE) | 0.0 | $3.3k | +272% | 41.00 | 81.63 |
|
| Lowe's Companies (LOW) | 0.0 | $3.3k | +150% | 15.00 | 221.87 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $3.3k | 30.00 | 109.30 |
|
|
| 3M Company (MMM) | 0.0 | $3.3k | +23% | 21.00 | 155.57 |
|
| McDonald's Corporation (MCD) | 0.0 | $3.2k | +57% | 11.00 | 292.18 |
|
| Travelers Companies (TRV) | 0.0 | $3.2k | +71% | 12.00 | 267.50 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $3.2k | +28% | 9.00 | 350.11 |
|
| Cintas Corporation (CTAS) | 0.0 | $3.1k | +75% | 14.00 | 222.86 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $3.1k | +60% | 32.00 | 97.34 |
|
| Micron Technology (MU) | 0.0 | $3.1k | +66% | 25.00 | 123.24 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $3.0k | +100% | 2.00 | 1520.50 |
|
| Cme (CME) | 0.0 | $3.0k | +266% | 11.00 | 275.64 |
|
| Howmet Aerospace (HWM) | 0.0 | $3.0k | +60% | 16.00 | 186.12 |
|
| Danaher Corporation (DHR) | 0.0 | $3.0k | +275% | 15.00 | 197.53 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $2.9k | +13% | 68.00 | 42.90 |
|
| Analog Devices (ADI) | 0.0 | $2.9k | +200% | 12.00 | 238.00 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $2.8k | +116% | 13.00 | 218.62 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $2.8k | -21% | 41.00 | 69.27 |
|
| Paypal Holdings (PYPL) | 0.0 | $2.8k | +123% | 38.00 | 74.32 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.8k | +92% | 50.00 | 56.16 |
|
| Republic Services (RSG) | 0.0 | $2.7k | +120% | 11.00 | 246.64 |
|
| Palo Alto Networks (PANW) | 0.0 | $2.7k | +225% | 13.00 | 204.62 |
|
| Allstate Corporation (ALL) | 0.0 | $2.6k | +116% | 13.00 | 201.31 |
|
| Jabil Circuit (JBL) | 0.0 | $2.6k | +100% | 12.00 | 218.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.5k | 41.00 | 61.88 |
|
|
| Consolidated Edison (ED) | 0.0 | $2.5k | +525% | 25.00 | 100.36 |
|
| Axon Enterprise (AXON) | 0.0 | $2.5k | +200% | 3.00 | 828.00 |
|
| American Intl Group Com New (AIG) | 0.0 | $2.5k | +123% | 29.00 | 85.59 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $2.5k | +50% | 24.00 | 102.29 |
|
| AFLAC Incorporated (AFL) | 0.0 | $2.4k | +109% | 23.00 | 105.48 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $2.4k | +75% | 7.00 | 343.43 |
|
| Metropcs Communications (TMUS) | 0.0 | $2.4k | 10.00 | 238.30 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $2.3k | +38% | 25.00 | 93.64 |
|
| Intel Corporation (INTC) | 0.0 | $2.3k | +121% | 104.00 | 22.50 |
|
| Zoetis Cl A (ZTS) | 0.0 | $2.3k | +150% | 15.00 | 155.93 |
|
| Fortinet (FTNT) | 0.0 | $2.3k | +144% | 22.00 | 105.73 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $2.3k | +220% | 16.00 | 144.31 |
|
| Hca Holdings (HCA) | 0.0 | $2.3k | +100% | 6.00 | 383.17 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $2.3k | -37% | 41.00 | 55.71 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.3k | +160% | 39.00 | 58.26 |
|
| Quanta Services (PWR) | 0.0 | $2.3k | +100% | 6.00 | 378.00 |
|
| United Rentals (URI) | 0.0 | $2.3k | +50% | 3.00 | 753.33 |
|
Past Filings by Parkworth Wealth Management
SEC 13F filings are viewable for Parkworth Wealth Management going back to 2024
- Parkworth Wealth Management 2025 Q2 filed Aug. 13, 2025
- Parkworth Wealth Management 2025 Q1 filed May 5, 2025
- Parkworth Wealth Management 2024 Q4 filed Feb. 10, 2025