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Rockwood Wealth Management

Latest statistics and disclosures from Rockwood Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, AVDE, MEAR, DFEM, SPSB, and represent 70.69% of Rockwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$23M), AVDE (+$11M), MEAR (+$8.2M), DFEM (+$7.6M), DFGR, SPSB, SPIB, ATTR, SPY, VGT.
Started 14 new stock positions in XLE, PGX, VEU, DFSI, ATTR, CAOS, PHYS, ACHR, IWR, IDV. GDX, VEA, IHI, IJK.
Reduced shares in these 10 stocks: DFIC, VOO, AVUS, VNQ, , VNQI, , , DFAR, SPTM.
Sold out of its positions in SPDW, SLYV, MDYV.
Rockwood Wealth Management was a net buyer of stock by $62M.
Rockwood Wealth Management has $1.3B in assets under management (AUM), dropping by 7.17%.
Central Index Key (CIK): 0001983670

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Portfolio Holdings for Rockwood Wealth Management

Rockwood Wealth Management holds 119 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 Core Equity 2 (DFAC)	34.2	$459M	+5%	12M	39.59	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	18.0	$242M	+4%	2.9M	82.32	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	8.2	$110M	+8%	2.2M	50.32	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$69M	+12%	2.1M	33.08	View chart
Spdr Series Trust State Street Spd (SPSB)	5.0	$68M	+5%	2.2M	30.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.8	$64M		576k	111.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.5	$60M	-5%	1.7M	34.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.0	$41M		531k	77.02	View chart
Spdr Series Trust State Street Spd (SPIB)	2.4	$32M	+6%	942k	33.81	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$32M		296k	107.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.8	$24M	+26%	901k	26.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$16M		179k	88.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$11M	-6%	17k	627.13	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$11M	-2%	228k	45.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$5.7M		17k	335.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$5.4M	+2%	7.8k	684.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$5.3M		50k	106.70	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$3.8M	-4%	167k	22.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$3.4M	-2%	103k	32.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.1M	+8%	6.4k	487.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$3.0M		38k	79.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.8M	+16%	42k	66.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.7M	+4%	55k	50.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.6M	+83%	3.8k	681.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.4M	+53%	3.1k	753.87	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$2.2M		38k	59.54	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$2.2M	-4%	46k	47.95	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$2.2M		131k	16.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.8M		15k	120.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.8M		20k	89.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M		6.2k	290.22	View chart
Ea Series Trust Arin Tactical Ta (ATTR)	0.1	$1.7M	NEW	19k	90.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.7M		17k	101.98	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.1	$1.6M	+2%	27k	59.78	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.6M	+4%	49k	32.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.6M	-3%	2.6k	614.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	-6%	3.4k	473.32	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.6M		22k	69.67	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	754800.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.5M		5.8k	257.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M	+8%	28k	53.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.3M	+18%	7.0k	191.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M	-6%	3.5k	373.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.3M		17k	78.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.2M		9.8k	123.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.0M	+31%	4.6k	219.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$957k	+50%	16k	59.93	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$953k	-4%	12k	80.22	View chart
Enterprise Products Partners (EPD)	0.1	$937k		29k	32.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$911k	+48%	16k	58.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$822k	-2%	2.6k	314.85	View chart
Universal Insurance Holdings (UVE)	0.1	$807k		24k	33.80	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$746k		5.5k	136.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$718k	+20%	7.5k	96.03	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$660k		17k	39.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$657k		3.1k	211.79	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$635k		7.7k	82.48	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$625k		19k	32.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$615k		13k	46.80	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$598k		8.1k	74.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$564k		4.0k	141.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$561k		21k	26.91	View chart
Enbridge (ENB)	0.0	$522k		11k	47.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$482k		3.2k	148.68	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$466k	+16%	12k	38.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$460k	NEW	6.3k	73.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$459k	-8%	2.2k	210.33	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$452k	+16%	10k	43.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$450k	+17%	1.1k	396.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$440k		8.3k	52.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$439k		4.7k	93.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$437k		5.2k	83.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$417k	-3%	1.7k	246.16	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$415k	-25%	5.0k	82.50	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$408k		4.9k	83.60	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$402k		6.0k	66.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$401k		1.0k	386.73	View chart
Domo Com Cl B (DOMO)	0.0	$394k		47k	8.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$385k		3.7k	104.07	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$378k		10k	37.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$373k		8.0k	46.59	View chart
Ea Series Trust Alpha Architect (CAOS)	0.0	$373k	NEW	4.2k	89.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$369k		1.7k	212.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$365k	+100%	2.5k	143.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$360k	NEW	3.7k	96.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$341k	+55%	1.1k	303.85	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$336k	+31%	813.00	412.85	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$331k		9.8k	33.74	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$307k		2.3k	131.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$302k	+5%	3.2k	94.16	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.0	$296k		4.0k	74.35	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$296k	NEW	9.0k	33.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$281k	+27%	1.3k	209.11	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$263k	NEW	3.1k	85.77	View chart
Rbc Cad (RY)	0.0	$263k	+2%	1.5k	170.49	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$261k	+3%	1.6k	160.98	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$258k		3.3k	77.87	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$253k		6.7k	38.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$253k	-9%	5.1k	49.90	View chart
CECO Environmental (CECO)	0.0	$251k		4.2k	59.85	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$241k		400.00	603.28	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$240k	NEW	6.1k	39.45	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$236k	-4%	4.4k	53.83	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$232k		644.00	360.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$230k	-4%	3.1k	75.44	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$225k	NEW	5.0k	44.71	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$225k	NEW	2.3k	96.88	View chart
Quaker Chemical Corporation (KWR)	0.0	$219k	-15%	1.6k	137.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$215k	NEW	3.4k	62.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$208k		1.5k	143.52	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$204k	-28%	3.6k	56.81	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$204k	NEW	3.3k	62.15	View chart
Six Flags Entertainment Corp (FUN)	0.0	$203k		13k	15.34	View chart
Dimensional Etf Trust International (DFSI)	0.0	$201k	NEW	4.7k	42.85	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$155k		13k	12.38	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$118k	NEW	11k	11.24	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$75k	NEW	10k	7.52	View chart
Docgo (DCGO)	0.0	$25k		29k	0.88	View chart
Inotiv (NOTV)	0.0	$5.6k		10k	0.56	View chart

Past Filings by Rockwood Wealth Management

SEC 13F filings are viewable for Rockwood Wealth Management going back to 2023

Rockwood Wealth Management 2025 Q4 filed Jan. 29, 2026
Rockwood Wealth Management 2025 Q3 filed Oct. 14, 2025
Rockwood Wealth Management 2025 Q2 filed July 11, 2025
Rockwood Wealth Management 2025 Q1 filed April 14, 2025
Rockwood Wealth Management 2024 Q4 filed Jan. 21, 2025
Rockwood Wealth Management 2024 Q3 filed Oct. 16, 2024
Rockwood Wealth Management 2024 Q2 filed July 26, 2024
Rockwood Wealth Management 2024 Q1 filed April 22, 2024
Rockwood Wealth Management 2023 Q4 filed Jan. 17, 2024
Rockwood Wealth Management 2023 Q3 filed Oct. 10, 2023
Rockwood Wealth Management 2021 Q4 filed July 20, 2023
Rockwood Wealth Management 2022 Q1 filed July 20, 2023
Rockwood Wealth Management 2022 Q2 filed July 20, 2023
Rockwood Wealth Management 2022 Q3 filed July 20, 2023
Rockwood Wealth Management 2022 Q4 filed July 20, 2023
Rockwood Wealth Management 2023 Q1 filed July 20, 2023

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