The Analysis of Parkwoods Wealth Partners, LLC's Holdings


Currently, Parkwoods Wealth Partners, LLC holds 96 types of securities in its portfolio with a total value $293.1M. In the most recent quarter, they have increased their positions in DFAT (+212.4K shares, valued at $12.4M), DFAC (+312.7K shares, valued at $12.1M), DFUV (+232.1K shares, valued at $10.4M); decreased their positions in SPHY (-13.8K shares, valued at $331.0K), BAC (-1.1K shares, valued at $55.0K), BRO (-467 shares, valued at $43.8K); initiated new positions in DUSB (+123.9K shares, valued at $6.3M), ITOT (+17.5K shares, valued at $2.5M), DFAI (+43.9K shares, valued at $1.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAT DIMENSIONAL ETF TRUST852.6K shares33.17%2025-09-302025-10-14history
DFUV DIMENSIONAL ETF TRUST924.2K shares33.52%2025-09-302025-10-14history
DFUS DIMENSIONAL ETF TRUST495.9K shares26.58%2025-09-302025-10-14history
DFIV DIMENSIONAL ETF TRUST652.6K shares33.89%2025-09-302025-10-14history
DFAC DIMENSIONAL ETF TRUST525.4K shares146.99%2025-09-302025-10-14history
DFAS DIMENSIONAL ETF TRUST262.6K shares20.26%2025-09-302025-10-14history
DISV DIMENSIONAL ETF TRUST194.6K shares157.86%2025-09-302025-10-14history
DUSB DIMENSIONAL ETF TRUST123.9K sharesnew addition2025-09-302025-10-14history
Sponsored
DFAE DIMENSIONAL ETF TRUST191.2K shares126.36%2025-09-302025-10-14history
DFSV DIMENSIONAL ETF TRUST148.3K shares493.37%2025-09-302025-10-14history
DFSD DIMENSIONAL ETF TRUST97.1K shares978.23%2025-09-302025-10-14history
BSVO EA SERIES TRUST194.5K shares64.57%2025-09-302025-10-14history
DFIC DIMENSIONAL ETF TRUST109.2K shares82.48%2025-09-302025-10-14history
DFAX DIMENSIONAL ETF TRUST101.9K shares186.69%2025-09-302025-10-14history
MSFT MICROSOFT CORP5.1K shares29.85%2025-09-302025-10-14history
ITOT ISHARES TR17.5K sharesnew addition2025-09-302025-10-14history
Sponsored
DFIS DIMENSIONAL ETF TRUST78.4K shares166.27%2025-09-302025-10-14history
DFAU DIMENSIONAL ETF TRUST50.4K shares832.66%2025-09-302025-10-14history
AVDV AMERICAN CENTY ETF TR25.4K shares362.83%2025-09-302025-10-14history
DUHP DIMENSIONAL ETF TRUST53.7K shares120.05%2025-09-302025-10-14history
AVUV AMERICAN CENTY ETF TR20.2K shares327.01%2025-09-302025-10-14history
JAAA JANUS DETROIT STR TR37.4K shares11.66%2025-09-302025-10-14history
VOO VANGUARD INDEX FDS2.7K shares100.30%2025-09-302025-10-14history
DFEM DIMENSIONAL ETF TRUST50.4K shares199.78%2025-09-302025-10-14history
Sponsored
DFAI DIMENSIONAL ETF TRUST43.9K sharesnew addition2025-09-302025-10-14history
VGIT VANGUARD SCOTTSDALE FDS26.0K shares378.27%2025-09-302025-10-14history
DFGR DIMENSIONAL ETF TRUST57.0K sharesnew addition2025-09-302025-10-14history
DFAW DIMENSIONAL ETF TRUST21.3K shares19.88%2025-09-302025-10-14history
GE GE AEROSPACE3.6K shares3.87%2025-09-302025-10-14history
BOXX EA SERIES TRUST8.8K shares100.75%2025-09-302025-10-14history
TFLO ISHARES TR19.7K shares11.16%2025-09-302025-10-14history
BRO BROWN & BROWN INC10.1K shares-4.44%2025-09-302025-10-14history
Sponsored
AMZN AMAZON COM INC4.1K shares95.40%2025-09-302025-10-14history
DFLV DIMENSIONAL ETF TRUST26.7K shares58.78%2025-09-302025-10-14history
BSV VANGUARD BD INDEX FDS10.6K sharesnew addition2025-09-302025-10-14history
DFGP DIMENSIONAL ETF TRUST14.6K shares72.22%2025-09-302025-10-14history
AAPL APPLE INC3.1K shares19.56%2025-09-302025-10-14history
BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares114.14%2025-09-302025-10-14history
CET CENTRAL SECS CORP13.7K shares0.00%2025-09-302025-10-14history
IDEV ISHARES TR8.5K shares157.34%2025-09-302025-10-14history
Sponsored
META META PLATFORMS INC915 shares42.97%2025-09-302025-10-14history
VTIP VANGUARD MALVERN FDS13.1K sharesnew addition2025-09-302025-10-14history
NVDA NVIDIA CORPORATION3.5K shares14.28%2025-09-302025-10-14history
AVLV AMERICAN CENTY ETF TR8.9K shares61.26%2025-09-302025-10-14history
QUAL ISHARES TR3.1K shares-3.09%2025-09-302025-10-14history
JPM JPMORGAN CHASE & CO.1.9K shares2.37%2025-09-302025-10-14history
LLY ELI LILLY & CO752 shares6.97%2025-09-302025-10-14history
AVEM AMERICAN CENTY ETF TR7.5K sharesnew addition2025-09-302025-10-14history
Sponsored
GEV GE VERNOVA INC892 shares3.84%2025-09-302025-10-14history
IVV ISHARES TR813 shares0.00%2025-09-302025-10-14history
DFAR DIMENSIONAL ETF TRUST22.7K sharesnew addition2025-09-302025-10-14history
VNQI VANGUARD INTL EQUITY INDEX F11.0K sharesnew addition2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR780 shares2.77%2025-09-302025-10-14history
ROK ROCKWELL AUTOMATION INC1.4K shares0.14%2025-09-302025-10-14history
V VISA INC1.4K shares7.43%2025-09-302025-10-14history
VWO VANGUARD INTL EQUITY INDEX F8.6K sharesnew addition2025-09-302025-10-14history
Sponsored
MNST MONSTER BEVERAGE CORP NEW6.1K shares0.28%2025-09-302025-10-14history
DCO DUCOMMUN INC DEL4.0K shares0.00%2025-09-302025-10-14history
VEA VANGUARD TAX-MANAGED FDS6.2K sharesnew addition2025-09-302025-10-14history
AVGO BROADCOM INC1.1K shares4.51%2025-09-302025-10-14history
WMT WALMART INC3.5K shares4.57%2025-09-302025-10-14history
CVX CHEVRON CORP NEW2.2K shares5.20%2025-09-302025-10-14history
XOM EXXON MOBIL CORP3.0K shares3.99%2025-09-302025-10-14history
IBM INTERNATIONAL BUSINESS MACHS1.2K shares-2.09%2025-09-302025-10-14history
Sponsored
VNQ VANGUARD INDEX FDS3.6K sharesnew addition2025-09-302025-10-14history
IWB ISHARES TR891 shares-10.18%2025-09-302025-10-14history
QQQ INVESCO QQQ TR542 sharesnew addition2025-09-302025-10-14history
FTC FIRST TR EXCHANGE-TRADED ALP2.0K sharesnew addition2025-09-302025-10-14history
RTX RTX CORPORATION1.9K shares2.70%2025-09-302025-10-14history
CYH COMMUNITY HEALTH SYS INC NEW98.9K shares0.00%2025-09-302025-10-14history
COST COSTCO WHSL CORP NEW340 shares7.94%2025-09-302025-10-14history
EFV ISHARES TR4.6K sharesnew addition2025-09-302025-10-14history
Sponsored
JNJ JOHNSON & JOHNSON1.7K shares2.64%2025-09-302025-10-14history
AVUS AMERICAN CENTY ETF TR2.8K sharesnew addition2025-09-302025-10-14history
ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.98%2025-09-302025-10-14history
DFCA DIMENSIONAL ETF TRUST5.9K sharesnew addition2025-09-302025-10-14history
TJX TJX COS INC NEW2.0K shares1.23%2025-09-302025-10-14history
NEE NEXTERA ENERGY INC3.7K shares0.33%2025-09-302025-10-14history
AFL AFLAC INC2.4K shares0.16%2025-09-302025-10-14history
GS GOLDMAN SACHS GROUP INC332 shares2.79%2025-09-302025-10-14history
Sponsored
APH AMPHENOL CORP NEW2.1K shares0.67%2025-09-302025-10-14history
SPHY SPDR SERIES TRUST10.8K shares-56.12%2025-09-302025-10-14history
GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-10-14history
TGTX TG THERAPEUTICS INC7.0K shares0.00%2025-09-302025-10-14history
VT VANGUARD INTL EQUITY INDEX F1.8K sharesnew addition2025-09-302025-10-14history
VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2025-09-302025-10-14history
USRT ISHARES TR3.8K sharesnew addition2025-09-302025-10-14history
MCD MCDONALDS CORP716 shares0.85%2025-09-302025-10-14history
Sponsored
BAC BANK AMERICA CORP4.1K shares-20.72%2025-09-302025-10-14history
ABT ABBOTT LABS1.6K shares1.76%2025-09-302025-10-14history
XTL SPDR SERIES TRUST1.5K sharesnew addition2025-09-302025-10-14history
PG PROCTER AND GAMBLE CO1.3K shares3.01%2025-09-302025-10-14history
HD HOME DEPOT INC495 sharesnew addition2025-09-302025-10-14history
AKBA AKEBIA THERAPEUTICS INC20.0K sharesnew addition2025-09-302025-10-14history
GSM FERROGLOBE PLC11.5K sharesnew addition2025-09-302025-10-14history
TNYA TENAYA THERAPEUTICS INC15.0K sharesnew addition2025-09-302025-10-14history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available