Parkwoods Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Parkwoods Wealth Partners, LLC held in its portfolio 107 assets valued at $339,918,641 (i.e. $339.92M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($51.68M), DIMENSIONAL ETF TRUST ($43.90M), and DIMENSIONAL ETF TRUST ($37.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Parkwoods Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 867921 | 51676043 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 942335 | 43903391 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 507134 | 37614144 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 696178 | 34739295 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 551249 | 21823947 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 267844 | 18660666 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 238468 | 11434523 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 238950 | 9080100 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 150855 | 7640806 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 225077 | 7330743 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 207768 | 6833474 | US SMALL CAP VAL |
| EA SERIES TRUST | 189438 | 4413905 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 116710 | 4021840 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 79196 | 3706365 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 99680 | 3262531 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 85004 | 3232706 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 83278 | 3173711 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 112924 | 2983465 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 86252 | 2841148 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 80903 | 2676266 | EMERGING MKTS CO |
| ISHARES TR | 17951 | 2669134 | CORE S&P TTL STK |
| MICROSOFT CORP | 4975 | 2406235 | COM |
| JANUS DETROIT STR TR | 47223 | 2388546 | HENDRSON AAA CL |
| AMERICAN CENTY ETF TR | 24649 | 2316267 | INTL SMCP VLU |
| VANGUARD INDEX FDS | 3529 | 2213391 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 21508 | 2193355 | US SML CP VALU |
| ELI LILLY & CO | 1901 | 2042967 | COM |
| DIMENSIONAL ETF TRUST | 24901 | 1842176 | WORLD EQUITY ETF |
| VANGUARD SCOTTSDALE FDS | 29538 | 1770212 | INTER TERM TREAS |
| APPLE INC | 4752 | 1291743 | COM |
| NVIDIA CORPORATION | 6573 | 1225892 | COM |
| GE AEROSPACE | 3868 | 1191525 | COM NEW |
| DIMENSIONAL ETF TRUST | 21743 | 1175624 | GLOBAL CORE PLUS |
| EA SERIES TRUST | 9731 | 1120038 | ALPHA ARCH 1-3 |
| VANGUARD BD INDEX FDS | 14143 | 1114610 | SHORT TRM BOND |
| ISHARES TR | 20511 | 1035010 | TRS FLT RT BD |
| VANGUARD INDEX FDS | 3066 | 1028013 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 3144 | 1013060 | COM |
| DIMENSIONAL ETF TRUST | 28866 | 987506 | US LARGE CAP VAL |
| AMAZON COM INC | 4235 | 977523 | COM |
| VANGUARD MALVERN FDS | 17714 | 876134 | STRM INFPROIDX |
| BROWN & BROWN INC | 10055 | 801384 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1560 | 784134 | CL B NEW |
| AMERICAN CENTY ETF TR | 9912 | 751013 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 22746 | 720246 | INTL HIGH PROFIT |
| META PLATFORMS INC | 1056 | 697315 | CL A |
| ISHARES TR | 8453 | 697203 | CORE MSCI INTL |
| CENTRAL SECS CORP | 13678 | 693611 | COM |
| AMERICAN CENTY ETF TR | 8650 | 666250 | AVANTIS EMGMKT |
| WALMART INC | 5741 | 639574 | COM |
| GE VERNOVA INC | 962 | 628734 | COM |
| ISHARES TR | 903 | 618501 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 26598 | 609126 | US REAL ESTATE E |
| SPDR S&P 500 ETF TR | 875 | 596880 | TR UNIT |
| ISHARES TR | 2842 | 564495 | MSCI USA QLT FCT |
| ROCKWELL AUTOMATION INC | 1449 | 563842 | COM |
| SPDR SERIES TRUST | 15635 | 560385 | STATE STREET SPD |
| INVESCO QQQ TR | 834 | 512335 | UNIT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 10983 | 503461 | GLB EX US ETF |
| MCKESSON CORP | 604 | 495455 | COM |
| VANGUARD INTL EQUITY INDEX F | 9153 | 492074 | FTSE EMR MKT ETF |
| ISHARES TR | 4595 | 490287 | SHRT NAT MUN ETF |
| VISA INC | 1384 | 485383 | COM CL A |
| MONSTER BEVERAGE CORP NEW | 6083 | 466384 | COM |
| VANGUARD INDEX FDS | 5133 | 454223 | REAL ESTATE ETF |
| VANGUARD TAX-MANAGED FDS | 7217 | 450852 | VAN FTSE DEV MKT |
| ISHARES TR | 7452 | 424471 | CRE U S REIT ETF |
| JOHNSON & JOHNSON | 1941 | 401690 | COM |
| RTX CORPORATION | 2168 | 397611 | COM |
| EXXON MOBIL CORP | 3301 | 397242 | COM |
| BROADCOM INC | 1110 | 384171 | COM |
| DUCOMMUN INC DEL | 4000 | 380520 | COM |
| INTERNATIONAL BUSINESS MACHS | 1194 | 353675 | COM |
| AMERICAN CENTY ETF TR | 3026 | 338246 | US EQT ETF |
| VANGUARD STAR FDS | 4452 | 335892 | VG TL INTL STK F |
| ISHARES TR | 893 | 333362 | RUS 1000 ETF |
| ISHARES TR | 4614 | 329486 | EAFE VALUE ETF |
| FIRST TR EXCHANGE-TRADED ALP | 2016 | 322310 | COM SHS |
| CHEVRON CORP NEW | 2100 | 320061 | COM |
| COSTCO WHSL CORP NEW | 366 | 315616 | COM |
| COMMUNITY HEALTH SYS INC NEW | 98898 | 308562 | COM |
| TJX COS INC NEW | 1989 | 305530 | COM |
| DIMENSIONAL ETF TRUST | 7027 | 305183 | US SUSTAINABILTY |
| ALPHABET INC | 950 | 297350 | CAP STK CL A |
| NEXTERA ENERGY INC | 3682 | 295591 | COM |
| AMPHENOL CORP NEW | 2123 | 286902 | CL A |
| VANGUARD INTL EQUITY INDEX F | 2008 | 283297 | TT WRLD ST ETF |
| DIMENSIONAL ETF TRUST | 5436 | 272236 | CALIF MUN BD ETF |
| GOLDMAN SACHS GROUP INC | 309 | 271611 | COM |
| AFLAC INC | 2439 | 268949 | COM |
| AUTOMATIC DATA PROCESSING IN | 1026 | 263918 | COM |
| MCDONALDS CORP | 853 | 260702 | COM |
| DIMENSIONAL ETF TRUST | 5988 | 254849 | CORE FIXED INCOM |
| VANGUARD SPECIALIZED FUNDS | 1143 | 251209 | DIV APP ETF |
| PROCTER AND GAMBLE CO | 1683 | 241191 | COM |
| BANK AMERICA CORP | 4351 | 239305 | COM |
| VANGUARD INDEX FDS | 1148 | 219257 | VALUE ETF |
| ABBOTT LABS | 1748 | 219007 | COM |
| ALPHABET INC | 669 | 209932 | CAP STK CL C |
| HENRY JACK & ASSOC INC | 1147 | 209305 | COM |
| TG THERAPEUTICS INC | 7008 | 208908 | COM |
| ACCENTURE PLC IRELAND | 770 | 206591 | SHS CLASS A |
| PEPSICO INC | 1409 | 202220 | COM |
| FERROGLOBE PLC | 11500 | 53360 | SHS |
| JELD-WEN HLDG INC | 13760 | 33850 | COM |
| AKEBIA THERAPEUTICS INC | 20000 | 32200 | COM |
| TENAYA THERAPEUTICS INC | 17000 | 12096 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.