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Manager Directed Portfolios shares owned by Parkworth Wealth Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Parkworth Wealth Management from 13F filings

Historical chart of Parkworth Wealth Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Parkworth Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Parkworth Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $113k 11k 10.46
2025-03-31 $92k 9.1k 10.14
2024-12-31 $91k 9.0k 10.12

More positions owned by Parkworth Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Parkworth Wealth Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
First Pacific Financial
Colony
FMR
Forum Financial Management
PFG Investments
Mission Wealth Management
Colorado Capital Management
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
HighTower Advisors
Buckingham Strategic Partners
Sand Hill Advisors

View all funds holding Manager Directed Portfolios