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CIK: 0002042772
Total reported value
$622.5M
$622.5M
75 檔
20.1%
As reported in its official Q2 2025 Form 13F filing, Parkwoods Wealth Partners, LLC's tracked investment portfolio stood at $622.5M with 75 total positions.
During Q2 2025, 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 | 19.93% | -3.58% | +1.56% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 16.89% | -2.78% | +2.19% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.15% | -2.01% | +0.68% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 12.04% | -2.66% | +4.26% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 8.03% | -1.01% | +0.96% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.40% | -0.55% | +12.00% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 1.43% | -0.75% | +12.48% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.41% | -0.03% | +9.08% | |
| 9 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 1.39% | -0.36% | +1.08% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | — | +11.49% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.07% | -0.25% | +62.36% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.98% | -0.25% | +41.19% | |
| 13 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.69% | -0.11% | +36.70% | |
| 14 | BRO | Brown & Brown Inc | Stock-Financials | 0.67% | -0.06% | — | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.60% | -0.26% | +18.08% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.52% | -0.27% | +21.05% | |
| 17 | GE | General Electric | Stock-Industrials | 0.51% | -0.03% | -0.15% | |
| 18 | DFIS | Dimensional International Sm | ETF-Other | 0.51% | -0.05% | +11.23% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.50% | -0.02% | +61.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | +86.58% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.42% | -0.14% | +132.52% | |
| 22 | CET | Central Securities CORP | Stock-Other | 0.38% | -0.05% | — | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.34% | -0.03% | +39.24% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.03% | -16.60% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.05% | +13.94% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.05% | +66.94% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.32% | +50.47% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.30% | +0.27% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +1.07% | — | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.29% | -0.02% | +117.76% | |
| 31 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.29% | -0.11% | +39.64% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.02% | — | |
| 33 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.27% | -0.01% | +0.28% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.07% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.01% | +4.98% | |
| 36 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.27% | -0.07% | +116.15% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | -0.01% | +27.29% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.05% | +85.51% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.26% | -0.02% | — | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.25% | +0.29% | — | |
| 41 | DFSD | Dimensional Short Duration | ETF-Other | 0.25% | +2.23% | — | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.25% | +0.13% | +8.81% | |
| 43 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.22% | -0.02% | +1.00% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.22% | +0.04% | +5.44% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | -0.02% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | +0.02% | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.19% | -0.02% | — | |
| 48 | CYH | Community Health Systems Inc | Stock-Other | 0.19% | -0.02% | — | |
| 49 | DCO | Ducommun Inc | Stock-Other | 0.19% | — | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.06% | — |
According to official SEC Form 13F filings, Parkwoods Wealth Partners, LLC reported a total U.S. public equity portfolio value of $622.5M across 75 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, DFUV, DFUS) accounted for 20.1% of total reported equity market value during Q2 2025.
During Q2 2025, Parkwoods Wealth Partners, LLC's top holdings by market value included DFAT (19.9%)、DFUV (16.9%)、DFUS (15.2%). The largest single position, DFAT, represented 19.9% of total portfolio value.
In Q2 2025, 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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