Rockwood Wealth Management, LLC
CIK: 0001983670SEC EDGAR →
Portfolio Value
$1.3B
Holdings
119
As of
Q4 2025
New Positions
9
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 11,598,734 | $459.2M | 34.24% |
| 2 | AMERICAN CENTY ETF TR | 2,935,460 | $241.6M | 18.02% |
| 3 | ISHARES U S ETF TR | 2,191,159 | $110.3M | 8.22% |
| 4 | DIMENSIONAL ETF TRUST | 2,093,063 | $69.2M | 5.16% |
| 5 | SPDR SERIES TRUST | 2,240,542 | $67.7M | 5.05% |
| 6 | AMERICAN CENTY ETF TR | 575,849 | $64.4M | 4.80% |
| 7 | DIMENSIONAL ETF TRUST | 1,742,063 | $60.0M | 4.48% |
| 8 | AMERICAN CENTY ETF TR | 530,658 | $40.9M | 3.05% |
| 9 | SPDR SERIES TRUST | 941,586 | $31.8M | 2.37% |
| 10 | ISHARES TR | 296,324 | $31.7M | 2.37% |
Quarterly Changes
Top Buys
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $1.3B | 98.9% |
| Unknown | 8 | $8.2M | 0.6% |
| Energy | 4 | $4.3M | 0.3% |
| Technology | 4 | $1.1M | 0.1% |
| Industrials | 2 | $326K | 0.0% |
| Consumer Defensive | 1 | $236K | 0.0% |
| Basic Materials | 1 | $219K | 0.0% |
| Consumer Cyclical | 1 | $203K | 0.0% |
| Healthcare | 2 | $30K | 0.0% |