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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 70.82% of Rockwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$19M), AVDE (+$6.2M), DFEM (+$5.6M), SPSB (+$5.0M), AVUS, MEAR, DFGR, SPIB, AVRE, AVEM.
Started 7 new stock positions in BUD, SCHV, SCHB, AAUA, VOE, SCHF, AVRE.
Reduced shares in these 10 stocks: ATTR, VGT, MUB, CAOS, VNQI, , VNQ, IJH, GDX, SHOP.
Sold out of its positions in CAOS, ATTR, IHI, KWR, SHOP, PHYS, GDX, VEA.
Rockwood Wealth Management was a net buyer of stock by $53M.
Rockwood Wealth Management has $1.4B in assets under management (AUM), dropping by 4.18%.
Central Index Key (CIK): 0001983670

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Portfolio Holdings for Rockwood Wealth Management

Rockwood Wealth Management holds 118 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 Core Equity 2 (DFAC)	33.6	$469M	+4%	12M	38.86	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	18.3	$255M	+2%	3.0M	84.84	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	8.2	$115M	+3%	2.3M	50.34	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.6	$78M	+7%	2.3M	34.55	View chart
Spdr Series Trust State Street Spd (SPSB)	5.2	$72M	+7%	2.4M	30.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.9	$68M	+6%	615k	111.18	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.5	$63M		1.8M	35.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$44M	+2%	546k	80.58	View chart
Spdr Series Trust State Street Spd (SPIB)	2.4	$34M	+6%	1.0M	33.54	View chart
Ishares Tr National Mun Etf (MUB)	2.2	$31M		292k	106.15	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.9	$27M	+11%	1.0M	26.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$16M		176k	88.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$10M		17k	597.55	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.7	$9.8M	-3%	221k	44.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$5.8M	+5%	18k	320.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$5.8M	+9%	54k	106.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$5.2M		7.9k	653.18	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$3.9M	-2%	163k	23.65	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$3.5M		102k	33.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$3.0M		38k	79.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.8M		6.3k	436.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.7M	+8%	4.1k	650.33	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.6M	-5%	52k	49.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.5M	-9%	38k	67.53	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$2.5M		131k	19.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$2.3M	-3%	36k	62.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$2.2M		45k	47.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.0M	+7%	22k	90.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.9M		15k	124.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.8M		17k	110.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.8M	+5%	52k	35.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M		6.2k	287.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.7M	+15%	3.0k	577.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.7M	+5%	24k	71.13	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.1	$1.7M	+2%	28k	59.35	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.6M	+79%	28k	58.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	-25%	2.3k	697.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	+8%	3.7k	426.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.5M		5.8k	261.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M		28k	54.05	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.4M	NEW	32k	44.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M		7.1k	196.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.3M	-2%	16k	78.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M	+3%	10k	113.11	View chart
Enterprise Products Partners (EPD)	0.1	$1.1M		29k	37.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M	-12%	3.1k	356.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.0M	+5%	17k	59.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$985k		4.6k	215.08	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$895k		12k	76.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$851k	NEW	34k	25.10	View chart
Universal Insurance Holdings (UVE)	0.1	$815k		24k	34.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$780k		2.6k	298.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$738k		7.6k	97.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$711k	+5%	3.3k	217.26	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$698k		5.5k	128.12	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$688k		17k	41.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$654k	+22%	26k	25.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$649k	NEW	21k	30.50	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$644k		7.7k	83.57	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$639k		19k	33.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$605k		4.0k	151.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$593k		13k	45.12	View chart
Enbridge (ENB)	0.0	$591k		11k	54.14	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$571k		8.1k	70.91	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr Put Option (BUD)	0.0	$541k	NEW	7.8k	69.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$485k	+12%	5.9k	82.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$470k		6.3k	75.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$467k		4.7k	99.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$466k		2.2k	213.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$460k		3.2k	142.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$450k	-7%	1.0k	430.26	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$450k		12k	36.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$438k		8.3k	52.56	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$435k		11k	41.09	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$422k		6.0k	69.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$420k		1.7k	248.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$402k		4.9k	82.42	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$392k		3.7k	106.01	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$391k		4.9k	79.06	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$390k		10k	38.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$388k		8.0k	48.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$385k		1.0k	370.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$377k	+2%	1.8k	211.21	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$375k	+11%	2.8k	132.90	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$367k	-3%	1.1k	337.82	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$364k		3.7k	97.23	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$351k		9.8k	35.78	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$347k	+34%	8.2k	42.56	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$339k	+9%	5.5k	61.26	View chart
Ea Series Trust Alpha Architect (AAUA)	0.0	$311k	NEW	6.4k	48.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$309k		2.3k	132.53	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$299k		813.00	367.51	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.0	$296k		4.0k	74.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$292k		3.1k	92.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$281k	+19%	3.6k	77.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$277k		1.3k	205.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$274k	+10%	714.00	383.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$267k		5.1k	52.78	View chart
Dimensional Etf Trust International (DFSI)	0.0	$263k	+32%	6.2k	42.40	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$262k		6.7k	39.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$256k		3.3k	77.17	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$253k		4.4k	57.64	View chart
CECO Environmental (CECO)	0.0	$250k		4.2k	59.58	View chart
Rbc Cad (RY)	0.0	$250k		1.5k	161.78	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$247k		400.00	616.76	View chart
Six Flags Entertainment Corp (FUN)	0.0	$235k		13k	17.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$233k		2.3k	100.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$222k	NEW	9.0k	24.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$215k		1.5k	148.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$207k	NEW	1.1k	184.28	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$203k		3.6k	56.58	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$168k	-6%	12k	14.28	View chart
Domo Com Cl B (DOMO)	0.0	$166k	+16%	54k	3.06	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$115k		11k	10.88	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$52k		10k	5.17	View chart
Docgo (DCGO)	0.0	$18k		29k	0.63	View chart
Inotiv (NOTV)	0.0	$2.7k		10k	0.27	View chart

Past Filings by Rockwood Wealth Management

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

Rockwood Wealth Management 2026 Q1 filed April 29, 2026
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

View all past filings

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