Parkwoods Wealth Partners, LLC holds a focused book of 168 stocks worth $622.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Dimsnl Intr CF In ETF-Usd In and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Target Value at 10% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+20.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2042772/holdings"
Use Arkolith to show Parkwoods Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Parkwoods Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Parkwoods Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $98.8B |
| LPL Financial LLC | 80 / 80 | $78.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.8B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $18.9B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $17.6B |
| Allworth Financial LP | 79 / 80 | $8.6B |
| CWM, LLC | 79 / 80 | $6.5B |
Ranked by how many of Parkwoods Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US TARGETED VLU | $64.7M | 925.4K | 10.4% | ▲+1.4% Added · +13K sh | |
| 2 | Dimensional ETF Trust US MKTWIDE VALUE | $58.5M | 1.06M | 9.4% | ▲+3.7% Added · +38K sh | |
| 3 | Dimensional ETF Trust SHOR DUR FIX ETF | $46.4M | 972.1K | 7.5% | ▲+118% Added · +526K sh | |
| 4 | Dimensional ETF Trust INTERNATNAL VAL | $45.3M | 839.2K | 7.3% | ▲+9.2% Added · +71K sh | |
| 5 | Dimensional ETF Trust US EQUI MARK ETF | $44.2M | 539.4K | 7.1% | ▲+2.9% Added · +15K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $35.5M | 801.0K | 5.7% | ▲+22% Added · +144K sh | |
| 7 | Dimensional ETF Trust US SMALL CAP ETF | $25.1M | 304.7K | 4.0% | ▲+5.5% Added · +16K sh | |
| 8 | Dimensional ETF Trust US SMALL CAP ETF | $16.0M | 413.5K | 2.6% | ▲+31% Added · +97K sh | |
| 9 | Dimensional ETF Trust INTL SMALL CAP V | $14.8M | 367.6K | 2.4% | ▲+14% Added · +45K sh | |
| 10 | Dimensional ETF Trust INTL COR FIX ETF | $14.5M | 270.5K | 2.3% | ▲New New position | |
| 11 | Dimensional ETF Trust EMGR CRE EQT MNG | $14.1M | 349.9K | 2.3% | ▲+27% Added · +74K sh | |
| 12 | Dimensional ETF Trust CORE FIXE IN ETF | $12.8M | 302.3K | 2.0% | ▲41× Added · +295K sh | |
| 13 | Dimensional ETF Trust US CORE EQT MKT | $11.0M | 212.1K | 1.8% | ▼−5.8% Reduced · −13K sh | |
| 14 | Dimensional ETF Trust US HIGH PROF ETF | $8.3M | 200.0K | 1.3% | ▲+33% Added · +49K sh | |
| 15 | Dimensional ETF Trust INTL CORE EQT MK | $8.3M | 200.6K | 1.3% | ▲+22% Added · +36K sh | |
| 16 | Dimensional ETF Trust EMERGING MKTS CO | $8.1M | 198.3K | 1.3% | ▲+28% Added · +43K sh | |
| 17 | Dimensional ETF Trust ULTR FIX INC ETF | $7.7M | 151.5K | 1.2% | ▲+2.2% Added · +3K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $7.5M | 10.0K | 1.2% | ▲13× Added · +9K sh | |
| 19 | Dimensional ETF Trust GLOBAL REAL EST | $6.9M | 237.2K | 1.1% | ▲+22% Added · +43K sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $6.3M | 17.1K | 1.0% | ▲+449% Added · +14K sh | |
| 21 | Vanguard BD Index FDS SHORT TRM BOND | $6.2M | 79.3K | 1.0% | ▲+49% Added · +26K sh | |
| 22 | Ishares TR CORE MSCI EAFE | $5.7M | 59.3K | 0.9% | ▲New New position | |
| 23 | Dimensional ETF Trust INTL CORE EQUITY | $5.7M | 153.3K | 0.9% | ▲+14% Added · +19K sh | |
| 24 | American Centy ETF TR INTL SMCP VLU | $5.5M | 53.1K | 0.9% | ▲+121% Added · +29K sh | |
| 25 | Ea Series Trust BRID OMN SMA ETF | $5.0M | 171.4K | 0.8% | ▼−7.9% Reduced · −15K sh | |
| 26 | Dimensional ETF Trust INTL SMALL CAP E | $4.6M | 130.7K | 0.7% | ▲+36% Added · +34K sh | |
| 27 | American Centy ETF TR US SML CP VALU | $4.6M | 36.6K | 0.7% | ▲+66% Added · +15K sh | |
| 28 | Schwab Strategic TR US LRG CAP ETF | $4.0M | 134.5K | 0.6% | ▲New New position | |
| 29 | Apple Inc COM | $3.7M | 12.7K | 0.6% | ▲+190% Added · +8K sh | |
| 30 | Dimensional ETF Trust WORLD EX US CORE | $3.6M | 97.0K | 0.6% | ▼−2.2% Reduced · −2K sh | |
| 31 | Dimensional ETF Trust WORLD EQUITY ETF | $3.4M | 41.0K | 0.5% | ▲+14% Added · +5K sh | |
| 32 | Dimensional ETF Trust GLOBAL CR ETF | $3.4M | 61.9K | 0.5% | ▲New New position | |
| 33 | Vanguard Intl Equity Index F ALLWRLD EX US | $3.3M | 39.1K | 0.5% | ▲New New position | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $3.3M | 4.8K | 0.5% | ▲+30% Added · +1K sh | |
| 35 | Dimensional ETF Trust US LARG VALU ETF | $3.3M | 82.4K | 0.5% | ▲+185% Added · +53K sh | |
| 36 | Eli Lilly & Co COM | $3.0M | 2.5K | 0.5% | ▲+31% Added · +589 sh | |
| 37 | Microsoft Corp COM | $2.9M | 7.9K | 0.5% | ▲+51% Added · +3K sh | |
| 38 | Ishares TR CORE S&P TTL STK | $2.9M | 17.6K | 0.5% | ▲+2.0% Added · +342 sh | |
| 39 | Schwab Strategic TR INTL EQTY ETF | $2.9M | 103.0K | 0.5% | ▲New New position | |
| 40 | Vanguard Malvern FDS STRM INFPROIDX | $2.8M | 56.1K | 0.5% | ▲+45% Added · +17K sh | |
| 41 | Ishares TR GLOBAL REIT ETF | $2.8M | 100.4K | 0.4% | ▲New New position | |
| 42 | Dimensional ETF Trust INTL HIGH PROFIT | $2.5M | 73.1K | 0.4% | ▲+18% Added · +11K sh | |
| 43 | Ishares TR SHRT NAT MUN ETF | $2.4M | 22.8K | 0.4% | ▲+62% Added · +9K sh | |
| 44 | Ishares TR CORE S&P SCP ETF | $2.3M | 15.7K | 0.4% | ▲New New position | |
| 45 | Janus Detroit STR TR HENDRSON AAA CL | $2.1M | 42.3K | 0.3% | ▼−11% Reduced · −5K sh | |
| 46 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.9M | 32.8K | 0.3% | ▲+6.2% Added · +2K sh | |
| 47 | Dimensional ETF Trust GLOB CO PLUS ETF | $1.8M | 33.9K | 0.3% | ▲+22% Added · +6K sh | |
| 48 | Nvidia Corporation COM | $1.8M | 9.0K | 0.3% | ▲+44% Added · +3K sh | |
| 49 | Schwab Strategic TR INTL SCEQT ETF | $1.7M | 34.4K | 0.3% | ▲New New position | |
| 50 | American Centy ETF TR US LARGE CAP VLU | $1.6M | 18.0K | 0.3% | ▲+60% Added · +7K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.