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The Analysis of Parkwoods Wealth Partners, LLC's Holdings & P&L

Currently, Parkwoods Wealth Partners, LLC holds 111 types of securities in its portfolio with a total value $407.9M. In the most recent quarter, they have increased their positions in DFSD (+207.4K shares, valued at $9.9M), DFAU (+146.1K shares, valued at $6.6M), DFAC (+106.2K shares, valued at $4.1M); decreased their positions in DUSB (-2.6K shares, valued at $131.5K), ITOT (-680 shares, valued at $96.9K), AAPL (-380 shares, valued at $96.4K); initiated new positions in DCOR (+4.2K shares, valued at $303.2K), N/A (+2.1K shares, valued at $236.7K), ABBV (+1.1K shares, valued at $234.6K).

1M P&L

+10.5M+2.48%

3M P&L

+10.9M+2.58%

HY P&L

+52.3M+13.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A382.9M

95.1%

2Drug Manufacturers - General2.6M

0.6%

3Software - Infrastructure2.2M

0.5%

Top Industries by Stock Count

1N/A63 stocks

60.6%

2Drug Manufacturers - General3 stocks

2.9%

3Beverages - Non-Alcoholic3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAT DIMENSIONAL ETF TRUST912.4K shares5.12%2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST1.0M shares8.76%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST768.5K shares10.38%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST524.3K shares3.38%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST657.4K shares19.26%2026-03-312026-04-13

DFSD DIMENSIONAL ETF TRUST445.9K shares86.97%2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST288.9K shares7.85%2026-03-312026-04-13

DISV DIMENSIONAL ETF TRUST322.9K shares35.12%2026-03-312026-04-13

Sponsored

DFSV DIMENSIONAL ETF TRUST316.5K shares52.35%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST225.3K shares184.52%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST275.7K shares22.49%2026-03-312026-04-13

DUSB DIMENSIONAL ETF TRUST148.3K shares-1.72%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST164.5K shares97.50%2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST150.9K shares77.52%2026-03-312026-04-13

DFEM DIMENSIONAL ETF TRUST155.0K shares91.56%2026-03-312026-04-13

DFGR DIMENSIONAL ETF TRUST194.3K shares72.06%2026-03-312026-04-13

Sponsored

DFIC DIMENSIONAL ETF TRUST134.2K shares14.95%2026-03-312026-04-13

BSVO EA SERIES TRUST186.0K shares-1.81%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS53.3K shares276.94%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST99.1K shares-0.55%2026-03-312026-04-13

DFIS DIMENSIONAL ETF TRUST96.3K shares11.64%2026-03-312026-04-13

DFAW DIMENSIONAL ETF TRUST35.9K shares44.34%2026-03-312026-04-13

ITOT ISHARES TR17.3K shares-3.79%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR22.1K shares2.58%2026-03-312026-04-13

Sponsored

AVDV AMERICAN CENTY ETF TR24.1K shares-2.38%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR47.5K shares0.51%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.6K shares3.37%2026-03-312026-04-13

DIHP DIMENSIONAL ETF TRUST61.7K shares171.16%2026-03-312026-04-13

MSFT MICROSOFT CORP5.2K shares4.94%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS38.7K shares118.44%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS30.8K shares4.37%2026-03-312026-04-13

LLY ELI LILLY & CO1.9K shares1.21%2026-03-312026-04-13

Sponsored

DFGP DIMENSIONAL ETF TRUST27.9K shares28.27%2026-03-312026-04-13

SUB ISHARES TR14.1K shares206.14%2026-03-312026-04-13

BOXX EA SERIES TRUST11.6K shares18.75%2026-03-312026-04-13

TFLO ISHARES TR25.5K shares24.28%2026-03-312026-04-13

AAPL APPLE INC4.4K shares-8.00%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE3.9K shares0.65%2026-03-312026-04-13

NVDA NVIDIA CORPORATION6.3K shares-4.59%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO3.6K shares13.07%2026-03-312026-04-13

Sponsored

DFLV DIMENSIONAL ETF TRUST28.9K shares0.22%2026-03-312026-04-13

VTI VANGUARD INDEX FDS3.1K shares1.50%2026-03-312026-04-13

AVLV AMERICAN CENTY ETF TR11.2K shares13.48%2026-03-312026-04-13

GEV GE VERNOVA INC969 shares0.73%2026-03-312026-04-13

AMZN AMAZON COM INC4.0K shares-5.12%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares0.13%2026-03-312026-04-13

IDEV ISHARES TR8.2K shares-2.41%2026-03-312026-04-13

CET CENTRAL SECS CORP13.7K shares0.00%2026-03-312026-04-13

Sponsored

WMT WALMART INC5.4K shares-5.49%2026-03-312026-04-13

BRO BROWN & BROWN INC10.1K shares-0.03%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR8.1K shares-6.30%2026-03-312026-04-13

DFAR DIMENSIONAL ETF TRUST27.5K shares3.56%2026-03-312026-04-13

META META PLATFORMS INC1.1K shares-0.38%2026-03-312026-04-13

XOM EXXON MOBIL CORP3.5K shares5.45%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON2.4K shares22.72%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T858 shares-1.94%2026-03-312026-04-13

Sponsored

MCK MCKESSON CORP604 shares0.00%2026-03-312026-04-13

ROK ROCKWELL AUTOMATION INC1.4K shares0.00%2026-03-312026-04-13

IVV ISHARES TR787 shares-12.85%2026-03-312026-04-13

QUAL ISHARES TR2.6K shares-8.52%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F9.1K shares-0.38%2026-03-312026-04-13

DCO DUCOMMUN INC DEL4.0K shares0.00%2026-03-312026-04-13

USRT ISHARES TR8.2K shares10.31%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS7.5K shares4.60%2026-03-312026-04-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR827 shares-0.84%2026-03-312026-04-13

CVX CHEVRON CORPORATION2.3K shares9.38%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS5.1K shares-0.04%2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW6.1K shares0.05%2026-03-312026-04-13

VNQI VANGUARD INTL EQUITY INDEX F9.4K shares-14.19%2026-03-312026-04-13

RTX RTX CORPORATION2.2K shares-0.46%2026-03-312026-04-13

V VISA INC1.3K shares-6.21%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.6K shares33.00%2026-03-312026-04-13

Sponsored

VXUS VANGUARD STAR FDS4.7K shares5.35%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION354 shares-3.28%2026-03-312026-04-13

EFV ISHARES TR4.6K shares0.00%2026-03-312026-04-13

NEE NEXTERA ENERGY INC3.7K shares0.03%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR3.0K shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC1.0K shares-5.77%2026-03-312026-04-13

SPHY SPDR SERIES TRUST13.8K shares-2.63%2026-03-312026-04-13

IWB ISHARES TR894 shares0.11%2026-03-312026-04-13

Sponsored

TJX TJX COS INC NEW2.0K shares0.10%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST7.4K shares24.38%2026-03-312026-04-13

FTC FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2026-03-312026-04-13

DCOR DIMENSIONAL ETF TRUST4.2K sharesnew addition2026-03-312026-04-13

CYH COMMUNITY HEALTH SYS INC NEW98.9K shares0.00%2026-03-312026-04-13

TGTX TG THERAPEUTICS INC8.7K shares23.87%2026-03-312026-04-13

APH AMPHENOL CORP2.1K shares-0.19%2026-03-312026-04-13

AFL AFLAC INC2.4K shares-0.74%2026-03-312026-04-13

Sponsored

MCD MCDONALDS CORP853 shares0.00%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F1.9K shares-5.33%2026-03-312026-04-13

PEP PEPSICO INC1.6K shares16.89%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2026-03-312026-04-13

DFCA DIMENSIONAL ETF TRUST4.8K shares-11.85%2026-03-312026-04-13

PG PROCTER & GAMBLE CO1.6K shares-2.32%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC2.1K sharesnew addition2026-03-312026-04-13

ABBV ABBVIE INC1.1K sharesnew addition2026-03-312026-04-13

Sponsored

XTL SPDR SERIES TRUST1.2K shares-16.95%2026-03-312026-04-13

ORCL ORACLE CORP1.5K sharesnew addition2026-03-312026-04-13

COMT ISHARES U S ETF TR6.7K sharesnew addition2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC261 shares-15.53%2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.1K shares-2.96%2026-03-312026-04-13

KO COCA COLA CO2.9K sharesnew addition2026-03-312026-04-13

GWW WW GRAINGER INC198 sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC751 shares-20.95%2026-03-312026-04-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-0.68%2026-03-312026-04-13

AVDE AMERICAN CENTY ETF TR2.4K sharesnew addition2026-03-312026-04-13

GSM FERROGLOBE PLC11.5K shares0.00%2026-03-312026-04-13

AQST AQUESTIVE THERAPEUTICS INC11.0K sharesnew addition2026-03-312026-04-13

AKBA AKEBIA THREAPEUTICS INC21.0K shares5.00%2026-03-312026-04-13

JELD JELD-WEN HLDG INC14.8K shares7.27%2026-03-312026-04-13

TNYA TENAYA THERAPEUTICS INC17.8K shares4.71%2026-03-312026-04-13

DFAT

DIMENSIONAL ETF TRUST

5.12%

Shares912.4K

Event2026-03-31

Filed2026-04-13

DFUV

DIMENSIONAL ETF TRUST

8.76%

Shares1.0M

Event2026-03-31

Filed2026-04-13

DFIV

DIMENSIONAL ETF TRUST

10.38%

Shares768.5K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

3.38%

Shares524.3K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

19.26%

Shares657.4K

Event2026-03-31

Filed2026-04-13

DFSD

DIMENSIONAL ETF TRUST

86.97%

Shares445.9K

Event2026-03-31

Filed2026-04-13

DFAS

DIMENSIONAL ETF TRUST

7.85%

Shares288.9K

Event2026-03-31

Filed2026-04-13

DISV

DIMENSIONAL ETF TRUST

35.12%

Shares322.9K

Event2026-03-31

Filed2026-04-13

DFSV

DIMENSIONAL ETF TRUST

52.35%

Shares316.5K

Event2026-03-31

Filed2026-04-13

DFAU

DIMENSIONAL ETF TRUST

184.52%

Shares225.3K

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

22.49%

Shares275.7K

Event2026-03-31

Filed2026-04-13

DUSB

DIMENSIONAL ETF TRUST

-1.72%

Shares148.3K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

97.50%

Shares164.5K

Event2026-03-31

Filed2026-04-13

DUHP

DIMENSIONAL ETF TRUST

77.52%

Shares150.9K

Event2026-03-31

Filed2026-04-13

DFEM

DIMENSIONAL ETF TRUST

91.56%

Shares155.0K

Event2026-03-31

Filed2026-04-13

DFGR

DIMENSIONAL ETF TRUST

72.06%

Shares194.3K

Event2026-03-31

Filed2026-04-13

DFIC

DIMENSIONAL ETF TRUST

14.95%

Shares134.2K

Event2026-03-31

Filed2026-04-13

BSVO

EA SERIES TRUST

-1.81%

Shares186.0K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

276.94%

Shares53.3K

Event2026-03-31

Filed2026-04-13

DFAX

DIMENSIONAL ETF TRUST

-0.55%

Shares99.1K

Event2026-03-31

Filed2026-04-13

DFIS

DIMENSIONAL ETF TRUST

11.64%

Shares96.3K

Event2026-03-31

Filed2026-04-13

DFAW

DIMENSIONAL ETF TRUST

44.34%

Shares35.9K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

-3.79%

Shares17.3K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

2.58%

Shares22.1K

Event2026-03-31

Filed2026-04-13

AVDV

AMERICAN CENTY ETF TR

-2.38%

Shares24.1K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

0.51%

Shares47.5K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

3.37%

Shares3.6K

Event2026-03-31

Filed2026-04-13

DIHP

DIMENSIONAL ETF TRUST

171.16%

Shares61.7K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

4.94%

Shares5.2K

Event2026-03-31

Filed2026-04-13

VTIP

VANGUARD MALVERN FDS

118.44%

Shares38.7K

Event2026-03-31

Filed2026-04-13

VGIT

VANGUARD SCOTTSDALE FDS

4.37%

Shares30.8K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

1.21%

Shares1.9K

Event2026-03-31

Filed2026-04-13

DFGP

DIMENSIONAL ETF TRUST

28.27%

Shares27.9K

Event2026-03-31

Filed2026-04-13

SUB

ISHARES TR

206.14%

Shares14.1K

Event2026-03-31

Filed2026-04-13

BOXX

EA SERIES TRUST

18.75%

Shares11.6K

Event2026-03-31

Filed2026-04-13

TFLO

ISHARES TR

24.28%

Shares25.5K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-8.00%

Shares4.4K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

0.65%

Shares3.9K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-4.59%

Shares6.3K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

13.07%

Shares3.6K

Event2026-03-31

Filed2026-04-13

DFLV

DIMENSIONAL ETF TRUST

0.22%

Shares28.9K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

1.50%

Shares3.1K

Event2026-03-31

Filed2026-04-13

AVLV

AMERICAN CENTY ETF TR

13.48%

Shares11.2K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

0.73%

Shares969

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-5.12%

Shares4.0K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-13

IDEV

ISHARES TR

-2.41%

Shares8.2K

Event2026-03-31

Filed2026-04-13

CET

CENTRAL SECS CORP

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-5.49%

Shares5.4K

Event2026-03-31

Filed2026-04-13

BRO

BROWN & BROWN INC

-0.03%

Shares10.1K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

-6.30%

Shares8.1K

Event2026-03-31

Filed2026-04-13

DFAR

DIMENSIONAL ETF TRUST

3.56%

Shares27.5K

Event2026-03-31

Filed2026-04-13