Parkwoods Wealth Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$407.9M

Reporting period: 2026-03-31 · Number of holdings: 115

Parkwoods Wealth Partners, LLC disclosed 115 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $407.9M and a quarterly turnover rate of 20.7%.

Personality snowflake

Concentration: 26.67
Portfolio Stability: 20.72
Momentum/Contrarian: 100
Sector conviction: 47.87
Diversification: 100
Sizing Uniformity: 74.59

Recent moves

Trim DFUS
+3.4%　-$438.3K
Add DFSD
+87.0%　$9.9M
Add DFAU
+184.5%　$6.5M
Trim DFAT
+5.1%　$5.3M
Trim DFUV
+8.8%　$5.8M
Add DFSV
+52.3%　$4.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 111 holdings (of 115 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAT	Dimensional US Target Value	ETF-Other	13.97%	-1.23%	+5.12%
2	DFUV	Dimensional US Marketwide Va	ETF-Other	12.18%	-0.74%	+8.76%
3	DFIV	Dimensional International Va	ETF-Other	9.94%	-0.28%	+10.38%
4	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	9.11%	-1.96%	+3.38%
5	DFAC	Dimensional US Core Equity 2	ETF-Other	6.26%	-0.16%	+19.26%
6	DFSD	Dimensional Short Duration	ETF-Other	5.23%	+1.87%	+86.97%
7	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	5.04%	-0.45%	+7.85%
8	DISV	Dimensional International Sm	ETF-Other	3.12%	+0.45%	+35.12%
9	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	2.72%	+0.71%	+52.35%
10	DFAU	Dimensional US Core Equity M	ETF-Other	2.49%	+1.40%	+184.52%
11	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	2.29%	+0.13%	+22.49%
12	DUSB	Dimension Ultrashort Fi ETF	ETF-Other	1.84%	—	-1.72%
13	DFAI	Dimensional International Co	ETF-Other	1.57%	+0.64%	+97.50%
14	DUHP	Dimensional US High Profi Et	ETF-Other	1.36%	+0.41%	+77.52%
15	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	1.31%	+0.52%	+91.56%
16	DFGR	Dim Global Real Estate ETF	ETF-Other	1.27%	+0.39%	+72.06%
17	DFIC	Dimensional International Co	ETF-Other	1.17%	-0.01%	+14.95%
18	BSVO	EA Bridgeway Omni Sm-Cp Val	ETF-Other	1.16%	-0.14%	-1.81%
19	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.02%	+0.69%	+276.94%
20	DFAX	Dimensional World Ex US Core	ETF-Other	0.83%	—	-0.55%
21	DFIS	Dimensional International Sm	ETF-Other	0.79%	-0.05%	+11.64%
22	DFAW	Dimensional World Eqty ETF	ETF-Other	0.65%	+0.11%	+44.34%
23	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.60%	-0.19%	-3.79%
24	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.60%	-0.05%	+2.58%
25	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.59%	—	-2.38%
26	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	0.59%	—	+0.51%
27	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.53%	—	+3.37%
28	DIHP	Dimensional International Hi	ETF-Other	0.49%	+0.28%	+171.16%
29	MSFT	Microsoft CORP	Stock-Tech	0.47%	-0.24%	+4.94%
30	VTIP	Vanguard Short-term Tips	ETF-Other	0.47%	+0.21%	+118.44%
31	VGIT	Vanguard Intermediate-term T	ETF-Other	0.45%	—	+4.37%
32	LLY	Eli Lilly & Co	Stock-Healthcare	0.43%	-0.17%	+1.21%
33	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	0.37%	+0.02%	+28.27%
34	SUB	Ishares Short-term National	ETF-Other	0.37%	+0.23%	+206.14%
35	BOXX	Alpha Architect 1-3 Mnth Box	ETF-Other	0.33%	—	+18.75%
36	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	0.32%	+0.02%	+24.28%
37	AAPL	Apple INC	Stock-Tech	0.27%	-0.11%	-8.00%
38	GE	General Electric	Stock-Industrials	0.27%	—	+0.65%
39	NVDA	Nvidia CORP	Stock-Tech	0.27%	—	-4.59%
40	JPM	Jpmorgan Chase & Co	Stock-Financials	0.26%	—	+13.07%
41	DFLV	Dim US Large Cap Value ETF	ETF-Large Cap & Growth	0.25%	—	+0.22%
42	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.24%	—	+1.50%
43	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	0.22%	—	+13.48%
44	GEV	GE Vernova INC	Stock-Industrials	0.21%	+0.03%	+0.73%
45	AMZN	Amazon.com INC	Stock-Consumer Disc	0.21%	—	-5.12%
46	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.18%	—	+0.13%
47	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.17%	—	-2.41%
48	CET	Central Securities CORP	Stock-Other	0.17%	—	—
49	WMT	Walmart INC	Stock-Consumer Staples	0.17%	—	-5.49%
50	BRO	Brown & Brown INC	Stock-Financials	0.16%	—	-0.03%

1–50 of 111

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	115	$407.9M	21	1DFAT 2DFUV 3DFIV Top holdings2026-03-31 1.DFAT 2.DFUV 3.DFIV 4.DFUS 5.DFAC 6.DFSD 7.DFAS 8.DISV 9.DFSV 10.DFAU
2025-12-31	112	$339.9M	15	1DFAT 2DFUV 3DFUS Top holdings2025-12-31 1.DFAT 2.DFUV 3.DFUS 4.DFIV 5.DFAC 6.DFAS 7.DFSD 8.DISV 9.DUSB 10.DFAE
2025-09-30	96	$293.1M	63	1DFAT 2DFUV 3DFUS Top holdings2025-09-30 1.DFAT 2.DFUV 3.DFUS 4.DFIV 5.DFAC 6.DFAS 7.DISV 8.DUSB 9.DFAE 10.DFSV
2025-06-30	75	$173.3M	0	1DFAT 2DFUV 3DFUS Top holdings2025-06-30 1.DFAT 2.DFUV 3.DFUS 4.DFIV 5.DFAS 6.DFAC 7.DISV 8.DFAE 9.BSVO 10.MSFT
2025-03-31	55	$148.0M	0	1DFAT 2DFUV 3DFUS Top holdings2025-03-31 1.DFAT 2.DFUV 3.DFUS 4.DFIV 5.DFAS 6.DFAC 7.BSVO 8.DFAE 9.DISV 10.MSFT
2024-12-31	33	$125.7M	0	1DFAT 2DFUV 3DFUS Top holdings2024-12-31 1.DFAT 2.DFUV 3.DFUS 4.DFIV 5.DFAS 6.MSFT 7.DFAC 8.DISV 9.DFAE 10.BRO
2024-09-30	31	$121.6M	0	1DFAT 2DFUV 3DFUS Top holdings2024-09-30 1.DFAT 2.DFUV 3.DFUS 4.DFIV 5.DFAS 6.MSFT 7.DFAC 8.BRO 9.DISV 10.CET

Holding changes this quarter

Parkwoods Wealth Partners, LLC's most significant position changes for 2026-03-31: Sold out: Dimensional US Sus Core1 ETF (DFSU); New buy: Dimensional US Core Eq 1 ETF (DCOR); Sold out: Bank Of America CORP (BAC); New buy: Citigroup INC (C); New buy: Abbvie INC (ABBV).

Position changes disclosed by Parkwoods Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFSD	Dimensional Short Duration	+1.9%	+86.97%	Add
2	DFAU	Dimensional US Core Equity M	+1.4%	+184.52%	Add
3	DFSV	Dimensional US Small Cap Val	+0.7%	+52.35%	Add
4	BSV	Vanguard Short-term Bond ETF	+0.7%	+276.94%	Add
5	DFAI	Dimensional International Co	+0.6%	+97.50%	Add
6	DFEM	Dimensional Emrg Mrkt Core	+0.5%	+91.56%	Add
7	DISV	Dimensional International Sm	+0.5%	+35.12%	Add
8	DUHP	Dimensional US High Profi Et	+0.4%	+77.52%	Add
9	DFGR	Dim Global Real Estate ETF	+0.4%	+72.06%	Add
10	DIHP	Dimensional International Hi	+0.3%	+171.16%	Add
11	SUB	Ishares Short-term National	+0.2%	+206.14%	Add
12	VTIP	Vanguard Short-term Tips	+0.2%	+118.44%	Add
13	DFAE	Dimensional Emerging Core Eq	+0.1%	+22.49%	Add
14	DFAW	Dimensional World Eqty ETF	+0.1%	+44.34%	Add
15	GEV	GE Vernova INC	0%	+0.73%	Add
16	CVX	Chevron CORP	0%	+9.38%	Add
17	DFGP	Dimensional Glbl Core Pl Fix	0%	+28.27%	Add
18	TFLO	Ishares Treasury Floating Ra	0%	+24.28%	Add
19	XOM	Exxon Mobil CORP	0%	+5.45%	Add
20	JNJ	Johnson & Johnson	0%	+22.72%	Add
21	BOXX	Alpha Architect 1-3 Mnth Box	—	+18.75%	Add
22	AVLV	Avantis US Large Cap Value	—	+13.48%	Add
23	DFIC	Dimensional International Co	0%	+14.95%	Add
24	DFIS	Dimensional International Sm	-0.1%	+11.64%	Add
25	AVUV	Avantis US Small Cap Value	-0.1%	+2.58%	Add
26	AAPL	Apple INC	-0.1%	-8.00%	Trim
27	BSVO	EA Bridgeway Omni Sm-Cp Val	-0.1%	-1.81%	Trim
28	DFAC	Dimensional US Core Equity 2	-0.2%	+19.26%	Add
29	LLY	Eli Lilly & Co	-0.2%	+1.21%	Add
30	ITOT	Ishares Core S&p Total U.s.	-0.2%	-3.79%	Trim
31	MSFT	Microsoft CORP	-0.2%	+4.94%	Add
32	DFIV	Dimensional International Va	-0.3%	+10.38%	Add
33	DFAS	Dimensional US Small Cap ETF	-0.5%	+7.85%	Add
34	DFUV	Dimensional US Marketwide Va	-0.7%	+8.76%	Add
35	DFAT	Dimensional US Target Value	-1.2%	+5.12%	Add
36	DFUS	Dimensional US Eq Mkt ETF	-2%	+3.38%	Add
37	DFSU	Dimensional US Sus Core1 ETF	—	EXIT	Sold out
38	DCOR	Dimensional US Core Eq 1 ETF	—	NEW	New buy
39	BAC	Bank Of America CORP	—	EXIT	Sold out
40	C	Citigroup INC	—	NEW	New buy
41	ABBV	Abbvie INC	—	NEW	New buy
42	ORCL	Oracle CORP	—	NEW	New buy
43	COMT	Ishares Gsci Commodity Dynam	—	NEW	New buy
44	ABT	Abbott Laboratories	—	EXIT	Sold out
45	KO	Coca-cola Co/the	—	NEW	New buy
46	GWW	Ww Grainger INC	—	NEW	New buy
47	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
48	JKHY	Jack Henry & Associates INC	—	EXIT	Sold out
49	ACN	Accenture plc	—	EXIT	Sold out
50	AVDE	Avantis International Equity	—	NEW	New buy

FAQ

What is Parkwoods Wealth Partners, LLC and what type of investor is it?

Parkwoods Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $407.9M, spread across 115 disclosed positions.

What are Parkwoods Wealth Partners, LLC's largest equity positions?

Based on the latest 13F filing, Parkwoods Wealth Partners, LLC's top holdings by market value are: 1. Dimensional US Target Value (DFAT) — $57.0M (14.0%) 2. Dimensional US Marketwide Va (DFUV) — $49.7M (12.2%) 3. Dimensional International Va (DFIV) — $40.6M (9.9%) 4. Dimensional US Eq Mkt ETF (DFUS) — $37.2M (9.1%) 5. Dimensional US Core Equity 2 (DFAC) — $25.5M (6.3%)

What changes did Parkwoods Wealth Partners, LLC make in its most recent portfolio filing?

In the latest reported quarter, Parkwoods Wealth Partners, LLC made 50 notable position adjustments: 8 new positions were initiated, 33 existing holdings were added to, 3 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Dimensional US Sus Core1 ETF (DFSU); New buy: Dimensional US Core Eq 1 ETF (DCOR); Sold out: Bank Of America CORP (BAC); New buy: Citigroup INC (C); New buy: Abbvie INC (ABBV)

What sectors does Parkwoods Wealth Partners, LLC focus on?

Parkwoods Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 25.9% • Financials: 16.6% • Health Care: 15.8% • Industrials: 14.5% • Consumer Staples: 10.2% • Consumer Discretionary: 6.6%