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CIK: 0002042772
Total reported value
$622.5M
$622.5M
96 檔
28.5%
At the close of Q3 2025, Parkwoods Wealth Partners, LLC disclosed equity holdings valued at approximately $622.5M, spread across 96 reported holdings.
In Q3 2025, Parkwoods Wealth Partners, LLC displayed an active expansion posture, initiating 22 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 16.93% | -3.58% | +33.17% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 14.09% | -2.78% | +33.52% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.26% | -2.01% | +26.58% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 10.27% | -2.66% | +33.89% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.91% | -0.55% | +146.99% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.13% | -1.01% | +20.26% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 2.37% | -0.75% | +157.86% | |
| 8 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.15% | -0.60% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.06% | -0.03% | +126.36% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.61% | -0.14% | +493.37% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 1.60% | +2.23% | +978.23% | |
| 12 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 1.50% | -0.36% | +64.57% | |
| 13 | DFIC | Dimensional International Co | ETF-Other | 1.22% | -0.25% | +82.48% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.09% | -0.26% | +186.69% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | — | +29.85% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.87% | -0.14% | — | |
| 17 | DFIS | Dimensional International Sm | ETF-Other | 0.85% | -0.05% | +166.27% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.79% | -0.73% | +832.66% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.77% | +0.29% | +362.83% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.69% | -0.02% | +120.05% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | +0.13% | +327.01% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.65% | -0.25% | +11.66% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | +100.30% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.55% | -0.02% | +199.78% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.54% | -0.24% | — | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.53% | -0.14% | +378.27% | |
| 27 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.53% | -0.17% | — | |
| 28 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.52% | -0.11% | +19.88% | |
| 29 | GE | General Electric | Stock-Industrials | 0.37% | -0.03% | +3.87% | |
| 30 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.34% | -0.11% | +100.75% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.34% | -0.27% | +11.16% | |
| 32 | BRO | Brown & Brown Inc | Stock-Financials | 0.32% | -0.06% | -4.44% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.05% | +95.40% | |
| 34 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.30% | +0.27% | +58.78% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.28% | -0.03% | — | |
| 36 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.28% | -0.07% | +72.22% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.32% | +19.56% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.02% | +114.14% | |
| 39 | CET | Central Securities CORP | Stock-Other | 0.24% | -0.05% | — | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.23% | -0.05% | +157.34% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.07% | +42.97% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.23% | -0.02% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | +14.28% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.22% | +0.04% | +61.26% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.21% | -0.03% | -3.09% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.05% | +2.37% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.05% | +6.97% | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.19% | -0.01% | — | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.19% | -0.02% | +3.84% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +1.07% | — |
According to official SEC Form 13F filings, Parkwoods Wealth Partners, LLC reported a total U.S. public equity portfolio value of $622.5M across 96 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAT, DFUV, DFUS) accounted for 28.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
DUSB
市值: $6.3M
Top Position Liquidated / Trimmed
BRO
前期市值: $1.3M
During Q3 2025, Parkwoods Wealth Partners, LLC's top holdings by market value included DFAT (16.9%)、DFUV (14.1%)、DFUS (12.3%). The largest single position, DFAT, represented 16.9% of total portfolio value.
In Q3 2025, Parkwoods Wealth Partners, LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 27 positions, trimming 1 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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