The Analysis of Parkwoods Wealth Partners, LLC's Holdings

Currently, Parkwoods Wealth Partners, LLC holds 108 types of securities in its portfolio with a total value $339.9M. In the most recent quarter, they have increased their positions in DFSD (+141.4K shares, valued at $6.8M), DFIV (+43.6K shares, valued at $2.2M), DFSV (+59.5K shares, valued at $2.0M); decreased their positions in BSVO (-5.0K shares, valued at $116.8K), DFAX (-2.3K shares, valued at $73.8K), AVDV (-742 shares, valued at $69.7K); initiated new positions in VTI (+3.1K shares, valued at $1.0M), DIHP (+22.7K shares, valued at $720.2K), MCK (+604 shares, valued at $495.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAT DIMENSIONAL ETF TRUST867.9K shares1.79%2025-12-312026-01-15

DFUV DIMENSIONAL ETF TRUST942.3K shares1.96%2025-12-312026-01-15

DFUS DIMENSIONAL ETF TRUST507.1K shares2.26%2025-12-312026-01-15

DFIV DIMENSIONAL ETF TRUST696.2K shares6.68%2025-12-312026-01-15

DFAC DIMENSIONAL ETF TRUST551.2K shares4.92%2025-12-312026-01-15

DFAS DIMENSIONAL ETF TRUST267.8K shares1.99%2025-12-312026-01-15

DFSD DIMENSIONAL ETF TRUST238.5K shares145.69%2025-12-312026-01-15

DISV DIMENSIONAL ETF TRUST238.9K shares22.79%2025-12-312026-01-15

Sponsored

DUSB DIMENSIONAL ETF TRUST150.9K shares21.80%2025-12-312026-01-15

DFAE DIMENSIONAL ETF TRUST225.1K shares17.71%2025-12-312026-01-15

DFSV DIMENSIONAL ETF TRUST207.8K shares40.08%2025-12-312026-01-15

BSVO EA SERIES TRUST189.4K shares-2.58%2025-12-312026-01-15

DFIC DIMENSIONAL ETF TRUST116.7K shares6.91%2025-12-312026-01-15

DFAU DIMENSIONAL ETF TRUST79.2K shares57.04%2025-12-312026-01-15

DFAX DIMENSIONAL ETF TRUST99.7K shares-2.21%2025-12-312026-01-15

DUHP DIMENSIONAL ETF TRUST85.0K shares58.24%2025-12-312026-01-15

Sponsored

DFAI DIMENSIONAL ETF TRUST83.3K shares89.77%2025-12-312026-01-15

DFGR DIMENSIONAL ETF TRUST112.9K shares98.04%2025-12-312026-01-15

DFIS DIMENSIONAL ETF TRUST86.3K shares10.06%2025-12-312026-01-15

DFEM DIMENSIONAL ETF TRUST80.9K shares60.55%2025-12-312026-01-15

ITOT ISHARES TR18.0K shares2.69%2025-12-312026-01-15

MSFT MICROSOFT CORP5.0K shares-1.99%2025-12-312026-01-15

JAAA JANUS DETROIT STR TR47.2K shares26.13%2025-12-312026-01-15

AVDV AMERICAN CENTY ETF TR24.6K shares-2.92%2025-12-312026-01-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares30.61%2025-12-312026-01-15

AVUV AMERICAN CENTY ETF TR21.5K shares6.44%2025-12-312026-01-15

LLY ELI LILLY & CO1.9K shares152.79%2025-12-312026-01-15

DFAW DIMENSIONAL ETF TRUST24.9K shares16.97%2025-12-312026-01-15

VGIT VANGUARD SCOTTSDALE FDS29.5K shares13.66%2025-12-312026-01-15

AAPL APPLE INC4.8K shares54.84%2025-12-312026-01-15

NVDA NVIDIA CORPORATION6.6K shares86.26%2025-12-312026-01-15

GE AEROSPACE GE AEROSPACE3.9K shares8.23%2025-12-312026-01-15

Sponsored

DFGP DIMENSIONAL ETF TRUST21.7K shares49.27%2025-12-312026-01-15

BOXX EA SERIES TRUST9.7K shares10.27%2025-12-312026-01-15

BSV VANGUARD BD INDEX FDS14.1K shares33.90%2025-12-312026-01-15

TFLO ISHARES TR20.5K shares4.15%2025-12-312026-01-15

VTI VANGUARD INDEX FDS3.1K sharesnew addition2025-12-312026-01-15

JPM JPMORGAN CHASE & CO.3.1K shares65.74%2025-12-312026-01-15

DFLV DIMENSIONAL ETF TRUST28.9K shares8.11%2025-12-312026-01-15

AMZN AMAZON COM INC4.2K shares3.85%2025-12-312026-01-15

Sponsored

VTIP VANGUARD MALVERN FDS17.7K shares35.58%2025-12-312026-01-15

BRO BROWN & BROWN INC10.1K shares-0.06%2025-12-312026-01-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares4.07%2025-12-312026-01-15

AVLV AMERICAN CENTY ETF TR9.9K shares11.21%2025-12-312026-01-15

DIHP DIMENSIONAL ETF TRUST22.7K sharesnew addition2025-12-312026-01-15

META META PLATFORMS INC1.1K shares15.41%2025-12-312026-01-15

IDEV ISHARES TR8.5K shares-0.40%2025-12-312026-01-15

CET CENTRAL SECS CORP13.7K shares0.00%2025-12-312026-01-15

Sponsored

AVEM AMERICAN CENTY ETF TR8.7K shares14.81%2025-12-312026-01-15

WMT WALMART INC5.7K shares62.77%2025-12-312026-01-15

GEV GE VERNOVA INC962 shares7.85%2025-12-312026-01-15

IVV ISHARES TR903 shares11.07%2025-12-312026-01-15

DFAR DIMENSIONAL ETF TRUST26.6K shares17.06%2025-12-312026-01-15

SPY SPDR S&P 500 ETF TR875 shares12.18%2025-12-312026-01-15

QUAL ISHARES TR2.8K shares-8.50%2025-12-312026-01-15

ROK ROCKWELL AUTOMATION INC1.4K shares1.40%2025-12-312026-01-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR834 shares53.87%2025-12-312026-01-15

VNQI VANGUARD INTL EQUITY INDEX F11.0K shares0.00%2025-12-312026-01-15

MCK MCKESSON CORP604 sharesnew addition2025-12-312026-01-15

VWO VANGUARD INTL EQUITY INDEX F9.2K shares5.91%2025-12-312026-01-15

SUB ISHARES TR4.6K sharesnew addition2025-12-312026-01-15

V VISA INC1.4K shares-0.29%2025-12-312026-01-15

MNST MONSTER BEVERAGE CORP NEW6.1K shares0.10%2025-12-312026-01-15

VNQ VANGUARD INDEX FDS5.1K shares43.50%2025-12-312026-01-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS7.2K shares15.55%2025-12-312026-01-15

USRT ISHARES TR7.5K shares94.62%2025-12-312026-01-15

JNJ JOHNSON & JOHNSON1.9K shares16.02%2025-12-312026-01-15

RTX RTX CORPORATION2.2K shares14.17%2025-12-312026-01-15

XOM EXXON MOBIL CORP3.3K shares10.14%2025-12-312026-01-15

BROADCOM INC BROADCOM INC1.1K shares-0.27%2025-12-312026-01-15

DCO DUCOMMUN INC DEL4.0K shares0.00%2025-12-312026-01-15

IBM INTERNATIONAL BUSINESS MACHS1.2K shares2.05%2025-12-312026-01-15

Sponsored

AVUS AMERICAN CENTY ETF TR3.0K shares6.21%2025-12-312026-01-15

VXUS VANGUARD STAR FDS4.5K sharesnew addition2025-12-312026-01-15

SPHY SPDR SERIES TRUST14.2K shares31.03%2025-12-312026-01-15

IWB ISHARES TR893 shares0.22%2025-12-312026-01-15

EFV ISHARES TR4.6K shares0.00%2025-12-312026-01-15

FTC FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2025-12-312026-01-15

CVX CHEVRON CORP NEW2.1K shares-5.70%2025-12-312026-01-15

COST COSTCO WHSL CORP NEW366 shares7.65%2025-12-312026-01-15

Sponsored

CYH COMMUNITY HEALTH SYS INC NEW98.9K shares0.00%2025-12-312026-01-15

TJX TJX COS INC NEW2.0K shares0.40%2025-12-312026-01-15

DFSU DIMENSIONAL ETF TRUST7.0K sharesnew addition2025-12-312026-01-15

ALPHABET INC ALPHABET INC950 shares-9.18%2025-12-312026-01-15

NEE NEXTERA ENERGY INC3.7K shares0.14%2025-12-312026-01-15

APH AMPHENOL CORP NEW2.1K shares0.90%2025-12-312026-01-15

VT VANGUARD INTL EQUITY INDEX F2.0K shares10.27%2025-12-312026-01-15

DFCA DIMENSIONAL ETF TRUST5.4K shares-8.39%2025-12-312026-01-15

Sponsored

GS GOLDMAN SACHS GROUP INC309 shares-6.93%2025-12-312026-01-15

AFL AFLAC INC2.4K shares0.21%2025-12-312026-01-15

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-0.19%2025-12-312026-01-15

MCD MCDONALDS CORP853 shares19.13%2025-12-312026-01-15

DFCF DIMENSIONAL ETF TRUST6.0K sharesnew addition2025-12-312026-01-15

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2025-12-312026-01-15

PG PROCTER AND GAMBLE CO1.7K shares26.26%2025-12-312026-01-15

BAC BANK AMERICA CORP4.4K shares6.59%2025-12-312026-01-15

Sponsored

XTL SPDR SERIES TRUST1.5K shares0.00%2025-12-312026-01-15

VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-01-15

ABT ABBOTT LABS1.7K shares12.20%2025-12-312026-01-15

ALPHABET INC ALPHABET INC669 sharesnew addition2025-12-312026-01-15

JKHY HENRY JACK & ASSOC INC1.1K sharesnew addition2025-12-312026-01-15

TGTX TG THERAPEUTICS INC7.0K shares0.10%2025-12-312026-01-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND770 sharesnew addition2025-12-312026-01-15

PEP PEPSICO INC1.4K sharesnew addition2025-12-312026-01-15

Sponsored

GSM FERROGLOBE PLC11.5K shares0.00%2025-12-312026-01-15

JELD JELD-WEN HLDG INC13.8K sharesnew addition2025-12-312026-01-15

AKBA AKEBIA THERAPEUTICS INC20.0K shares0.00%2025-12-312026-01-15

TNYA TENAYA THERAPEUTICS INC17.0K shares13.33%2025-12-312026-01-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available