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CIK: 0002042772
Total reported value
$622.5M
$622.5M
33 檔
18.0%
The Q4 2024 SEC filing reveals that Parkwoods Wealth Partners, LLC held a total portfolio value of $622.5M, covering 33 public equity positions.
During Q4 2024, Parkwoods Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 25.93% | -3.58% | +3.32% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 21.30% | -2.78% | +3.36% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 19.22% | -2.01% | +0.39% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 11.78% | -2.66% | +4.59% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 11.10% | -1.01% | +0.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | — | -1.05% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.15% | -0.55% | +16.51% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 1.12% | -0.75% | +129.06% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.89% | -0.03% | +138.45% | |
| 10 | BRO | Brown & Brown Inc | Stock-Financials | 0.85% | -0.06% | — | |
| 11 | CET | Central Securities CORP | Stock-Other | 0.50% | -0.05% | — | |
| 12 | GE | General Electric | Stock-Industrials | 0.40% | -0.03% | — | |
| 13 | DFIS | Dimensional International Sm | ETF-Other | 0.37% | -0.05% | +156.54% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.05% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.01% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.32% | +1.27% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | -0.01% | — | |
| 18 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.25% | -0.02% | — | |
| 19 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.25% | -0.11% | — | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 0.22% | -0.01% | — | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.21% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.05% | — | |
| 23 | DCO | Ducommun Inc | Stock-Other | 0.20% | — | — | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 0.19% | -0.02% | — | |
| 25 | AFL | Aflac Inc | Stock-Financials | 0.19% | -0.02% | — | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.19% | -0.01% | — | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.18% | -0.03% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | +0.14% | — | |
| 29 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 0.17% | +0.01% | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.02% | +0.70% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.04% | — | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 0.16% | -0.01% | — | |
| 33 | QVCAUSD | Qurate Retail Inc-series A | Stock-Other | 0.02% | — | +70.74% |
According to official SEC Form 13F filings, Parkwoods Wealth Partners, LLC reported a total U.S. public equity portfolio value of $622.5M across 33 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, DFUV, DFUS) accounted for 18.0% of total reported equity market value during Q4 2024.
During Q4 2024, Parkwoods Wealth Partners, LLC's top holdings by market value included DFAT (25.9%)、DFUV (21.3%)、DFUS (19.2%). The largest single position, DFAT, represented 25.9% of total portfolio value.
In Q4 2024, Parkwoods Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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