Parkwoods Wealth Partners, Llc Portfolio Stock Holdings
Parkwoods Wealth Partners, Llc disclosed 111 stock positions valued at approximately $407.9 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 111
- Portfolio Value
- $407.9M
Holdings by Sector
Parkwoods Wealth Partners, Llc Portfolio Holdings in Q1 2026
111 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAT | Other | 13.97% | 912,352 | +44,431 | +5.12% | $56,976,382 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 12.18% | 1,024,876 | +82,541 | +8.76% | $49,665,490 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 9.94% | 768,451 | +72,273 | +10.38% | $40,558,834 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 9.11% | 524,268 | +17,134 | +3.38% | $37,175,860 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 6.26% | 657,444 | +106,195 | +19.26% | $25,548,288 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.23% | 445,859 | +207,391 | +86.97% | $21,347,734 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 5.04% | 288,879 | +21,035 | +7.85% | $20,547,975 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.12% | 322,872 | +83,922 | +35.12% | $12,734,059 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 2.72% | 316,525 | +108,757 | +52.35% | $11,091,040 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 2.49% | 225,329 | +146,133 | +184.52% | $10,166,825 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.29% | 275,705 | +50,628 | +22.49% | $9,335,384 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.84% | 148,262 | -2,593 | -1.72% | $7,518,366 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.57% | 164,478 | +81,200 | +97.50% | $6,408,048 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.36% | 150,903 | +65,899 | +77.52% | $5,547,209 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.31% | 154,978 | +74,075 | +91.56% | $5,354,505 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.27% | 194,292 | +81,368 | +72.06% | $5,164,284 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.17% | 134,158 | +17,448 | +14.95% | $4,766,634 |
| EA SERIES TRUST | BSVO | Other | 1.16% | 186,004 | -3,434 | -1.81% | $4,718,921 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.02% | 53,310 | +39,167 | +276.94% | $4,180,074 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.83% | 99,136 | -544 | -0.55% | $3,367,641 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.79% | 96,292 | +10,040 | +11.64% | $3,242,161 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.65% | 35,941 | +11,040 | +44.34% | $2,651,737 |
| ISHARES TR | ITOT | Other | 0.60% | 17,271 | -680 | -3.79% | $2,459,909 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.60% | 22,062 | +554 | +2.58% | $2,437,186 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.59% | 24,062 | -587 | -2.38% | $2,402,831 |
| JANUS DETROIT STR TR | JAAA | Other | 0.59% | 47,466 | +243 | +0.51% | $2,390,884 |
| VANGUARD INDEX FDS | VOO | Other | 0.53% | 3,648 | +119 | +3.37% | $2,179,690 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.49% | 61,679 | +38,933 | +171.16% | $1,987,307 |
| MICROSOFT CORP | MSFT | Technology | 0.47% | 5,221 | +246 | +4.94% | $1,932,830 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.47% | 38,694 | +20,980 | +118.44% | $1,932,765 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.45% | 30,829 | +1,291 | +4.37% | $1,835,867 |
| ELI LILLY & CO | LLY | Healthcare | 0.43% | 1,924 | +23 | +1.21% | $1,769,637 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 0.37% | 27,890 | +6,147 | +28.27% | $1,505,761 |
| ISHARES TR | SUB | Other | 0.37% | 14,067 | +9,472 | +206.14% | $1,498,136 |
| EA SERIES TRUST | BOXX | Other | 0.33% | 11,556 | +1,825 | +18.75% | $1,343,847 |
| ISHARES TR | TFLO | Other | 0.32% | 25,492 | +4,981 | +24.28% | $1,290,673 |
| APPLE INC | AAPL | Technology | 0.27% | 4,372 | -380 | -8.00% | $1,109,443 |
| GE AEROSPACE | GE | Industrials | 0.27% | 3,893 | +25 | +0.65% | $1,104,799 |
| NVIDIA CORPORATION | NVDA | Technology | 0.27% | 6,271 | -302 | -4.59% | $1,093,688 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.26% | 3,555 | +411 | +13.07% | $1,045,739 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.25% | 28,930 | +64 | +0.22% | $1,033,084 |
| VANGUARD INDEX FDS | VTI | Other | 0.24% | 3,112 | +46 | +1.50% | $998,433 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.22% | 11,248 | +1,336 | +13.48% | $906,671 |
| GE VERNOVA INC | GEV | Utilities | 0.21% | 969 | +7 | +0.73% | $845,840 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.21% | 4,018 | -217 | -5.12% | $836,829 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.18% | 1,562 | +2 | +0.13% | $748,510 |
| ISHARES TR | IDEV | Other | 0.17% | 8,249 | -204 | -2.41% | $689,369 |
| CENTRAL SECS CORP | CET | Financial Services | 0.17% | 13,678 | - | - | $679,249 |
| WALMART INC | WMT | Consumer Defensive | 0.17% | 5,426 | -315 | -5.49% | $674,310 |
| BROWN & BROWN INC | BRO | Financial Services | 0.16% | 10,052 | -3 | -0.03% | $655,491 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.16% | 8,105 | -545 | -6.30% | $653,061 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.16% | 27,544 | +946 | +3.56% | $651,416 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 1,052 | -4 | -0.38% | $602,106 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 3,481 | +180 | +5.45% | $590,586 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.14% | 2,382 | +441 | +22.72% | $582,256 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 858 | -17 | -1.94% | $558,146 |
| MCKESSON CORP | MCK | Healthcare | 0.13% | 604 | - | - | $522,677 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.13% | 1,449 | - | - | $520,114 |
| ISHARES TR | IVV | Other | 0.13% | 787 | -116 | -12.85% | $514,076 |
| ISHARES TR | QUAL | Other | 0.12% | 2,600 | -242 | -8.52% | $498,781 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.12% | 9,118 | -35 | -0.38% | $492,836 |
| DUCOMMUN INC DEL | DCO | Industrials | 0.12% | 4,000 | - | - | $488,000 |
| ISHARES TR | USRT | Other | 0.12% | 8,220 | +768 | +10.31% | $486,565 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.12% | 7,549 | +332 | +4.60% | $483,746 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 827 | -7 | -0.84% | $477,328 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 2,297 | +197 | +9.38% | $475,249 |
| VANGUARD INDEX FDS | VNQ | Other | 0.11% | 5,131 | -2 | -0.04% | $455,127 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.11% | 6,086 | +3 | +0.05% | $440,992 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.10% | 9,424 | -1,559 | -14.19% | $418,897 |
| RTX CORPORATION | RTX | Industrials | 0.10% | 2,158 | -10 | -0.46% | $416,278 |
| VISA INC | V | Financial Services | 0.10% | 1,298 | -86 | -6.21% | $392,308 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 1,588 | +394 | +33.00% | $384,915 |
| VANGUARD STAR FDS | VXUS | Other | 0.09% | 4,690 | +238 | +5.35% | $361,680 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.09% | 354 | -12 | -3.28% | $352,736 |
| ISHARES TR | EFV | Other | 0.08% | 4,614 | - | - | $343,051 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.08% | 3,683 | +1 | +0.03% | $342,077 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.08% | 3,026 | - | - | $336,431 |
| BROADCOM INC | AVGO | Technology | 0.08% | 1,046 | -64 | -5.77% | $323,747 |
| SPDR SERIES TRUST | SPHY | Other | 0.08% | 13,793 | -373 | -2.63% | $321,647 |
| ISHARES TR | IWB | Other | 0.08% | 894 | +1 | +0.11% | $318,657 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.08% | 1,991 | +2 | +0.10% | $317,963 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.08% | 7,448 | +1,460 | +24.38% | $314,455 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.08% | 2,016 | - | - | $310,751 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.07% | 4,207 | +4,207 | +100.00% | $303,241 |
| COMMUNITY HEALTH SYS INC NEW | CYH | Healthcare | 0.07% | 98,898 | - | - | $290,760 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 0.07% | 8,681 | +1,673 | +23.87% | $288,383 |
| AMPHENOL CORP | APH | Technology | 0.07% | 2,119 | -4 | -0.19% | $267,736 |
| AFLAC INC | AFL | Financial Services | 0.07% | 2,421 | -18 | -0.74% | $265,608 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 853 | - | - | $265,104 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 1,901 | -107 | -5.33% | $262,994 |
| PEPSICO INC | PEP | Consumer Defensive | 0.06% | 1,647 | +238 | +16.89% | $255,763 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.06% | 1,143 | - | - | $245,814 |
| DIMENSIONAL ETF TRUST | DFCA | Other | 0.06% | 4,792 | -644 | -11.85% | $238,881 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.06% | 1,644 | -39 | -2.32% | $237,459 |
| CITIGROUP INC | C | Financial Services | 0.06% | 2,087 | +2,087 | +100.00% | $236,687 |
| ABBVIE INC | ABBV | Healthcare | 0.06% | 1,079 | +1,079 | +100.00% | $234,573 |
| SPDR SERIES TRUST | XTL | Other | 0.06% | 1,220 | -249 | -16.95% | $229,433 |
| ORACLE CORP | ORCL | Technology | 0.06% | 1,541 | +1,541 | +100.00% | $226,697 |
| ISHARES U S ETF TR | COMT | Other | 0.06% | 6,679 | +6,679 | +100.00% | $225,817 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.05% | 261 | -48 | -15.53% | $220,803 |