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CIK: 0001983670
Total reported value
$1.7B
$1.7B
132 檔
66.9%
At the close of Q2 2026, Rockwood Wealth Management, LLC disclosed equity holdings valued at approximately $1.7B, spread across 132 reported holdings.
In Q2 2026, Rockwood Wealth Management, LLC displayed an active expansion posture, initiating 16 new positions and adding to 58 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 34.59% | -0.51% | +2.16% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 17.85% | +0.01% | +5.24% | |
| 3 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 7.55% | -0.75% | +4.13% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.54% | -0.49% | -4.32% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.90% | -0.34% | -1.38% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.85% | -0.17% | +6.28% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.17% | -0.21% | -0.08% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.83% | +0.17% | +15.00% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.27% | -0.14% | +6.83% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.11% | +0.02% | +14.47% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.92% | +0.81% | -3.48% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.05% | -0.16% | -2.24% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.06% | +9.42% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.61% | -0.08% | -2.04% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | -0.01% | +3.92% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.04% | +4.75% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 0.33% | +0.96% | -9.38% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.25% | -0.25% | EXIT | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.24% | -0.01% | -0.55% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.03% | +11.72% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.21% | +0.14% | +8.91% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | — | +487.75% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.19% | -0.02% | +4.60% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | +0.70% | +76.24% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.16% | -0.03% | -0.08% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.02% | +23.87% | |
| 27 | ET | Energy Transfer LP | Stock-Energy | 0.16% | — | +0.96% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.16% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | -0.01% | +2.16% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | — | +700.13% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | -0.01% | -0.30% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.14% | -0.14% | EXIT | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.14% | -0.02% | +2.95% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | — | +314.90% | |
| 35 | DFSD | Dimensional Short Duration | ETF-Other | 0.12% | +0.07% | -9.43% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.12% | -0.01% | — | |
| 37 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.12% | -0.12% | EXIT | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | +19.55% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | -0.01% | +3.77% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.11% | +0.01% | +1.58% | |
| 41 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.10% | -0.01% | +8.76% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.09% | — | — | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.09% | +0.22% | +42.74% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.09% | -0.01% | +11.30% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.08% | +0.01% | -0.07% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | +14.44% | |
| 47 | EPD | Enterprise Products Partners | Stock-Energy | 0.07% | -0.01% | +3.04% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.07% | — | +0.11% | |
| 49 | UVE | Universal Insurance Holdings | Stock-Other | 0.06% | — | — | |
| 50 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.06% | — | — |
According to official SEC Form 13F filings, Rockwood Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.7B across 132 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVDE, MEAR) accounted for 66.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPYI
市值: $971.1K
Top Position Liquidated / Trimmed
ACHR
前期市值: $51.7K
During Q2 2026, Rockwood Wealth Management, LLC's top holdings by market value included DFAC (34.6%)、AVDE (17.9%)、MEAR (7.5%). The largest single position, DFAC, represented 34.6% of total portfolio value.
In Q2 2026, Rockwood Wealth Management, LLC made 102 total portfolio adjustments, initiating 16 new buys, adding to 58 positions, trimming 26 holdings, and fully liquidating 2 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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