Parkwoods Wealth Partners, LLC holds a focused book of 168 reported positions worth $622.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-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 reported non-option book.
Parkwoods Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Parkwoods Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Prudent Man Investment Management, Inc. | 44 / 80 | $285.9M |
| Peirce Capital Management, LLC | 30 / 80 | $264.4M |
| Verisail Partners, LLC | 15 / 80 | $261.5M |
| Pandowealth. LLC | 11 / 80 | $117.4M |
| CSP Financial Group, LLC | 22 / 80 | $113.1M |
| Richard Young Associates, Ltd. | 15 / 80 | $143.6M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Parkwoods Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.