Parkwoods Wealth Partners, LLC Top Holdings and 13F Report (2025) About Parkwoods Wealth Partners, LLCInvestment ActivityParkwoods Wealth Partners, LLC has $148.05 million in total holdings as of March 31, 2025.Parkwoods Wealth Partners, LLC owns shares of 55 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 17.00% of the portfolio was purchased this quarter.About 0.14% of the portfolio was sold this quarter.This quarter, Parkwoods Wealth Partners, LLC has purchased 33 new stocks and bought additional shares in 18 stocks.Parkwoods Wealth Partners, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Targeted Value ETF $32,459,687Dimensional US Marketwide Value ETF $27,915,142Dimensional U.S. Equity ETF $23,533,455Dimensional International Value ETF $18,400,549Dimensional U.S. Small Cap ETF $12,923,986 Largest New Holdings this Quarter 02072L532 - EA Bridgeway Omni Small-Cap Value ETF $2,272,497 Holding47103U845 - Janus Henderson AAA CLO ETF $1,204,278 Holding25434V799 - Dimensional International Core Equity 2 ETF $1,023,177 Holding25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $788,929 Holding46434V860 - iShares Treasury Floating Rate Bond ETF $741,459 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 148,009 shares (about $4.88M)Dimensional U.S. Targeted Value ETF 44,656 shares (about $2.30M)EA Bridgeway Omni Small-Cap Value ETF 116,898 shares (about $2.27M)Dimensional International Value ETF 50,134 shares (about $1.97M)Janus Henderson AAA CLO ETF 23,748 shares (about $1.20M) Largest Sales this Quarter McDonald's 5 shares (about $1.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParkwoods Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFATDimensional U.S. Targeted Value ETF$32,459,687$2,299,336 ▲7.6%630,40821.9%ETFDFUVDimensional US Marketwide Value ETF$27,915,142$946,799 ▲3.5%677,38818.9%ETFDFUSDimensional U.S. Equity ETF$23,533,455$611,756 ▲2.7%389,11115.9%ETFDFIVDimensional International Value ETF$18,400,549$1,973,273 ▲12.0%467,49412.4%ETFDFASDimensional U.S. Small Cap ETF$12,923,986$112,330 ▲0.9%216,3018.7%ETFDFACDimensional U.S. Core Equity 2 ETF$6,265,724$4,882,816 ▲353.1%189,9284.2%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$2,272,497$2,272,497 ▲New Holding116,8981.5%ETFDFAEDimensional Emerging Core Equity Market ETF$2,004,909$857,989 ▲74.8%77,4401.4%ETFDISVDimensional International Small Cap Value ETF$1,953,803$415,891 ▲27.0%67,0951.3%ETFMSFTMicrosoft$1,316,117$12,012 ▲0.9%3,5060.9%Computer and TechnologyBROBrown & Brown$1,309,7150.0%10,5280.9%FinanceJAAAJanus Henderson AAA CLO ETF$1,204,278$1,204,278 ▲New Holding23,7480.8%ETFDFICDimensional International Core Equity 2 ETF$1,023,177$1,023,177 ▲New Holding36,8450.7%ETFDIMENSIONAL ETF TRUST$796,088$491,159 ▲161.1%12,9910.5%WORLD EQUITY ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$788,929$788,929 ▲New Holding30,1120.5%ETFTFLOiShares Treasury Floating Rate Bond ETF$741,459$741,459 ▲New Holding14,6360.5%ETFGEGE Aerospace$689,717$92,870 ▲15.6%3,4460.5%IndustrialsDFISDimensional International Small Cap ETF$683,739$188,887 ▲38.2%26,4610.5%ETFQUALiShares MSCI USA Quality Factor ETF$656,657$656,657 ▲New Holding3,8430.4%ETFCETCentral Securities$614,9630.0%13,6780.4%FinanceLLYEli Lilly and Company$509,586$21,474 ▲4.4%6170.3%MedicalDUHPDimensional US High Profitability ETF$499,797$499,797 ▲New Holding15,0810.3%ETFIVViShares Core S&P 500 ETF$456,825$456,825 ▲New Holding8130.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$414,394$414,394 ▲New Holding17,6940.3%ETFSPYSPDR S&P 500 ETF Trust$404,5710.0%7230.3%FinanceAVDVAvantis International Small Cap Value ETF$382,594$382,594 ▲New Holding5,4860.3%ETFAVUVAvantis U.S. Small Cap Value ETF$379,140$379,140 ▲New Holding4,3490.3%ETFAAPLApple$378,954$24,212 ▲6.8%1,7060.3%Computer and TechnologyVOOVanguard S&P 500 ETF$371,444$371,444 ▲New Holding7230.3%ETFROKRockwell Automation$367,675$367,675 ▲New Holding1,4230.2%Computer and TechnologyVVisa$355,7170.0%1,0150.2%Business ServicesMNSTMonster Beverage$351,1200.0%6,0000.2%Consumer StaplesBOXXAlpha Architect 1-3 Month Box ETF$350,971$350,971 ▲New Holding3,1480.2%ETFAVLVAvantis U.S. Large Cap Value ETF$341,834$341,834 ▲New Holding5,2420.2%ETFDFSVDimensional US Small Cap Value ETF$302,621$302,621 ▲New Holding10,7500.2%ETFADPAutomatic Data Processing$283,5320.0%9280.2%Business ServicesTGTXTG Therapeutics$276,0490.0%7,0010.2%MedicalJPMJPMorgan Chase & Co.$272,2830.0%1,1100.2%FinanceCYHCommunity Health Systems$267,025$267,025 ▲New Holding98,8980.2%MedicalXOMExxon Mobil$265,927$38,295 ▲16.8%2,2360.2%EnergyGE VERNOVA INC$262,236$34,802 ▲15.3%8590.2%COMAFLAflac$260,8520.0%2,3460.2%FinanceJNJJohnson & Johnson$255,891$255,891 ▲New Holding1,5430.2%MedicalCOSTCostco Wholesale$240,228$20,807 ▲9.5%2540.2%Retail/WholesaleACNAccenture$239,3350.0%7670.2%Computer and TechnologyNEENextEra Energy$237,9780.0%3,3570.2%UtilitiesDCODucommun$232,1200.0%4,0000.2%AerospaceIDEViShares Core MSCI International Developed Markets ETF$227,199$227,199 ▲New Holding3,2980.2%ETFTJXTJX Companies$226,5480.0%1,8600.2%Retail/WholesaleMCDMcDonald's$221,783$1,562 ▼-0.7%7100.1%Retail/WholesaleAMZNAmazon.com$214,043$214,043 ▲New Holding1,1250.1%Retail/WholesaleDIMENSIONAL ETF TRUST$209,066$209,066 ▲New Holding3,9130.1%GLOBAL CORE PLUSJKHYJack Henry & Associates$208,164$208,164 ▲New Holding1,1400.1%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$204,252$204,252 ▲New Holding7,7190.1%ETFQVC GROUP INC$21,241$3,046 ▲16.7%105,6260.0%COM SER AGWWW.W. Grainger$0$204,486 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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