Parkwoods Wealth Partners, Llc Portfolio Stock Holdings
Parkwoods Wealth Partners, Llc disclosed 168 stock positions valued at approximately $622.5 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 June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 168
- Portfolio Value
- $622.5M
Holdings by Sector
Parkwoods Wealth Partners, Llc Portfolio Holdings in Q2 2026
166 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAT | Other | 10.39% | 925,410 | +13,058 | +1.43% | $64,686,130 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 9.40% | 1,063,093 | +38,217 | +3.73% | $58,480,765 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 7.46% | 972,134 | +526,275 | +118.04% | $46,419,402 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 7.28% | 839,208 | +70,757 | +9.21% | $45,334,033 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 7.10% | 539,447 | +15,179 | +2.90% | $44,202,307 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 5.71% | 800,965 | +143,521 | +21.83% | $35,530,809 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 4.03% | 304,730 | +15,851 | +5.49% | $25,091,454 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 2.58% | 413,454 | +96,929 | +30.62% | $16,037,863 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.37% | 367,558 | +44,686 | +13.84% | $14,750,090 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 2.33% | 270,512 | +270,512 | +100.00% | $14,498,043 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.26% | 349,950 | +74,245 | +26.93% | $14,071,506 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.05% | 302,287 | +294,839 | +3958.63% | $12,759,544 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.76% | 212,132 | -13,197 | -5.86% | $10,965,097 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.34% | 200,033 | +49,130 | +32.56% | $8,347,362 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.33% | 200,565 | +36,087 | +21.94% | $8,273,313 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.29% | 198,267 | +43,289 | +27.93% | $8,057,552 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.24% | 151,487 | +3,225 | +2.18% | $7,692,510 |
| ISHARES TR | IVV | Other | 1.20% | 9,956 | +9,169 | +1165.06% | $7,455,949 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.10% | 237,237 | +42,945 | +22.10% | $6,872,765 |
| VANGUARD INDEX FDS | VTI | Other | 1.02% | 17,079 | +13,967 | +448.81% | $6,319,856 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.99% | 79,262 | +25,952 | +48.68% | $6,175,305 |
| ISHARES TR | IEFA | Other | 0.92% | 59,294 | +59,294 | +100.00% | $5,726,618 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.92% | 153,329 | +19,171 | +14.29% | $5,713,020 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.88% | 53,100 | +29,038 | +120.68% | $5,471,999 |
| EA SERIES TRUST | BSVO | Other | 0.80% | 171,369 | -14,635 | -7.87% | $5,002,210 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.74% | 130,671 | +34,379 | +35.70% | $4,577,406 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.73% | 36,609 | +14,547 | +65.94% | $4,567,334 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.64% | 134,489 | +134,489 | +100.00% | $3,958,011 |
| APPLE INC | AAPL | Technology | 0.59% | 12,698 | +8,326 | +190.44% | $3,674,338 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.57% | 96,971 | -2,165 | -2.18% | $3,572,419 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.54% | 40,968 | +5,027 | +13.99% | $3,391,754 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.54% | 61,927 | +61,927 | +100.00% | $3,385,526 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.53% | 39,111 | +39,111 | +100.00% | $3,275,565 |
| VANGUARD INDEX FDS | VOO | Other | 0.52% | 4,757 | +1,109 | +30.40% | $3,267,158 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.52% | 82,407 | +53,477 | +184.85% | $3,258,376 |
| ELI LILLY & CO | LLY | Healthcare | 0.48% | 2,513 | +589 | +30.61% | $3,013,672 |
| MICROSOFT CORP | MSFT | Technology | 0.47% | 7,895 | +2,674 | +51.22% | $2,945,167 |
| ISHARES TR | ITOT | Other | 0.46% | 17,613 | +342 | +1.98% | $2,893,288 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.46% | 103,038 | +103,038 | +100.00% | $2,854,153 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.45% | 56,062 | +17,368 | +44.89% | $2,815,994 |
| ISHARES TR | REET | Other | 0.45% | 100,410 | +100,410 | +100.00% | $2,773,313 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.40% | 73,052 | +11,373 | +18.44% | $2,492,915 |
| ISHARES TR | SUB | Other | 0.39% | 22,753 | +8,686 | +61.75% | $2,422,512 |
| ISHARES TR | IJR | Other | 0.37% | 15,693 | +15,693 | +100.00% | $2,327,429 |
| JANUS DETROIT STR TR | JAAA | Other | 0.34% | 42,333 | -5,133 | -10.81% | $2,137,403 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.31% | 32,752 | +1,923 | +6.24% | $1,931,713 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 0.30% | 33,909 | +6,019 | +21.58% | $1,846,686 |
| NVIDIA CORPORATION | NVDA | Technology | 0.29% | 9,012 | +2,741 | +43.71% | $1,803,170 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.27% | 34,406 | +34,406 | +100.00% | $1,655,627 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.26% | 18,016 | +6,768 | +60.17% | $1,643,236 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.26% | 6,682 | +2,664 | +66.30% | $1,592,588 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.25% | 27,149 | +27,149 | +100.00% | $1,580,069 |
| VANGUARD INDEX FDS | VBR | Other | 0.24% | 6,239 | +6,239 | +100.00% | $1,516,107 |
| GE AEROSPACE | GE | Industrials | 0.24% | 3,988 | +95 | +2.44% | $1,490,583 |
| ISHARES TR | SCZ | Other | 0.23% | 17,602 | +17,602 | +100.00% | $1,448,126 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.23% | 1,534 | +1,180 | +333.33% | $1,435,011 |
| EA SERIES TRUST | BOXX | Other | 0.22% | 11,556 | - | - | $1,353,092 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 4,085 | +530 | +14.91% | $1,337,143 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.21% | 17,988 | +10,439 | +138.28% | $1,281,642 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.20% | 34,706 | +34,706 | +100.00% | $1,275,793 |
| ISHARES TR | EFV | Other | 0.20% | 16,393 | +11,779 | +255.29% | $1,254,894 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 2,494 | +932 | +59.67% | $1,247,973 |
| ISHARES TR | IJS | Other | 0.19% | 8,614 | +8,614 | +100.00% | $1,177,362 |
| GE VERNOVA INC | GEV | Utilities | 0.19% | 993 | +24 | +2.48% | $1,166,636 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.18% | 31,194 | +31,194 | +100.00% | $1,127,030 |
| ISHARES INC | IEMG | Other | 0.16% | 11,810 | +11,810 | +100.00% | $978,340 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.16% | 1,684 | +1,684 | +100.00% | $978,252 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.15% | 9,891 | +1,786 | +22.04% | $954,353 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 1,279 | +1,279 | +100.00% | $924,717 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.15% | 1,232 | +374 | +43.59% | $920,197 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 2,534 | +1,783 | +237.42% | $905,576 |
| VANGUARD INDEX FDS | VTV | Other | 0.14% | 4,093 | +2,979 | +267.41% | $891,987 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.14% | 14,650 | +5,532 | +60.67% | $874,436 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 2,238 | +1,569 | +234.53% | $790,656 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.12% | 32,203 | +32,203 | +100.00% | $777,380 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 4,520 | +2,223 | +96.78% | $749,235 |
| DUCOMMUN INC DEL | DCO | Industrials | 0.12% | 4,000 | - | - | $740,840 |
| ISHARES TR | IDEV | Other | 0.12% | 8,216 | -33 | -0.40% | $731,306 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.12% | 1,456 | +7 | +0.48% | $720,998 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.12% | 27,466 | -78 | -0.28% | $718,511 |
| CENTRAL SECS CORP | CET | Financial Services | 0.12% | 13,678 | - | - | $717,411 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 6,256 | +830 | +15.30% | $708,524 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.11% | 592 | +592 | +100.00% | $683,340 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 915 | +88 | +10.64% | $673,806 |
| ISHARES TR | USRT | Other | 0.11% | 9,983 | +1,763 | +21.45% | $663,362 |
| BROWN & BROWN INC | BRO | Financial Services | 0.10% | 10,060 | +8 | +0.08% | $645,349 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 2,521 | +139 | +5.84% | $640,314 |
| EXXON MOBIL CORP | XOM | Energy | 0.10% | 4,365 | +884 | +25.40% | $596,783 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.09% | 6,111 | +25 | +0.41% | $587,389 |
| ONEOK INC NEW | OKE | Energy | 0.09% | 6,720 | +6,720 | +100.00% | $584,237 |
| VISA INC | V | Financial Services | 0.09% | 1,686 | +388 | +29.89% | $578,450 |
| CISCO SYS INC | CSCO | Technology | 0.09% | 4,865 | +4,865 | +100.00% | $571,443 |
| ISHARES TR | QUAL | Other | 0.09% | 2,541 | -59 | -2.27% | $557,493 |
| VANGUARD INDEX FDS | VB | Other | 0.09% | 1,787 | +1,787 | +100.00% | $541,675 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.09% | 1,577 | +1,577 | +100.00% | $533,420 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 0.08% | 9,531 | +850 | +9.79% | $523,633 |
| VANGUARD INDEX FDS | VNQ | Other | 0.08% | 5,429 | +298 | +5.81% | $523,530 |
| WELLTOWER INC | WELL | Real Estate | 0.08% | 2,306 | +2,306 | +100.00% | $523,347 |
| BROADCOM INC | AVGO | Technology | 0.08% | 1,351 | +305 | +29.16% | $510,340 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 897 | -155 | -14.73% | $505,492 |