Parkwoods Wealth Partners, LLC
CIK: 0002042772SEC EDGAR →
Portfolio Value
$339.9M
Holdings
108
As of
Q4 2025
New Positions
25
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 867,921 | $51.7M | 15.20% |
| 2 | DIMENSIONAL ETF TRUST | 942,335 | $43.9M | 12.92% |
| 3 | DIMENSIONAL ETF TRUST | 507,134 | $37.6M | 11.07% |
| 4 | DIMENSIONAL ETF TRUST | 696,178 | $34.7M | 10.22% |
| 5 | DIMENSIONAL ETF TRUST | 551,249 | $21.8M | 6.42% |
| 6 | DIMENSIONAL ETF TRUST | 267,844 | $18.7M | 5.49% |
| 7 | DIMENSIONAL ETF TRUST | 238,468 | $11.4M | 3.36% |
| 8 | DIMENSIONAL ETF TRUST | 238,950 | $9.1M | 2.67% |
| 9 | DIMENSIONAL ETF TRUST | 150,855 | $7.6M | 2.25% |
| 10 | DIMENSIONAL ETF TRUST | 225,077 | $7.3M | 2.16% |
Quarterly Changes
Top Buys
New Positions (13)
Closed Positions (1)
$201K · 495 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $314.3M | 92.5% |
| Technology | 9 | $7.1M | 2.1% |
| Unknown | 3 | $5.7M | 1.7% |
| Healthcare | 8 | $3.7M | 1.1% |
| Industrials | 6 | $2.8M | 0.8% |
| Consumer Defensive | 5 | $1.9M | 0.5% |
| Consumer Cyclical | 3 | $1.5M | 0.5% |
| Communication Services | 3 | $1.2M | 0.4% |
| Utilities | 2 | $923K | 0.3% |
| Energy | 2 | $717K | 0.2% |
| Basic Materials | 1 | $53K | 0.0% |