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CIK: 0002026602
Total reported value
$138.5M
$138.5M
1271 檔
36.4%
As reported in its official Q4 2024 Form 13F filing, Parkworth Wealth Management, Inc.'s tracked investment portfolio stood at $138.5M with 1271 total positions.
During Q4 2024, Parkworth Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1271 total)
According to official SEC Form 13F filings, Parkworth Wealth Management, Inc. reported a total U.S. public equity portfolio value of $138.5M across 1271 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVUS, DFAC, DFCF) accounted for 36.4% of total reported equity market value during Q4 2024.
During Q4 2024, Parkworth Wealth Management, Inc.'s top holdings by market value included AVUS (13.5%)、DFAC (13.0%)、DFCF (5.4%). The largest single position, AVUS, represented 13.5% of total portfolio value.
In Q4 2024, Parkworth Wealth Management, Inc. 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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