Parkwoods Wealth Partners, LLC Top Holdings and 13F Report (2025) About Parkwoods Wealth Partners, LLCInvestment ActivityParkwoods Wealth Partners, LLC has $173.32 million in total holdings as of June 30, 2025.Parkwoods Wealth Partners, LLC owns shares of 75 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.80% of the portfolio was purchased this quarter.About 0.08% of the portfolio was sold this quarter.This quarter, Parkwoods Wealth Partners, LLC has purchased 55 new stocks and bought additional shares in 40 stocks.Parkwoods Wealth Partners, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Targeted Value ETF $34,547,650Dimensional US Marketwide Value ETF $29,266,054Dimensional U.S. Equity ETF $26,256,700Dimensional International Value ETF $20,876,217Dimensional U.S. Small Cap ETF $13,912,873 Largest New Holdings this Quarter 25434V666 - Dimensional US Large Cap Value ETF $521,619 Holding67066G104 - NVIDIA $487,878 Holding30303M102 - Meta Platforms $472,667 Holding25434V864 - Dimensional Short-Duration Fixed Income ETF $432,201 Holding459200101 - International Business Machines $352,262 Holding Largest Purchases this Quarter Dimensional International Value ETF 19,926 shares (about $853.43K)Dimensional U.S. Core Equity 2 ETF 22,797 shares (about $817.04K)Dimensional International Core Equity 2 ETF 22,976 shares (about $714.33K)Dimensional US Marketwide Value ETF 14,808 shares (about $626.08K)Dimensional U.S. Targeted Value ETF 9,838 shares (about $530.86K) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 638 shares (about $116.66K)GE Aerospace 5 shares (about $1.29K) 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$34,547,650$530,858 ▲1.6%640,24619.9%ETFDFUVDimensional US Marketwide Value ETF$29,266,054$626,082 ▲2.2%692,19616.9%ETFDFUSDimensional U.S. Equity ETF$26,256,700$178,474 ▲0.7%391,77415.1%ETFDFIVDimensional International Value ETF$20,876,217$853,431 ▲4.3%487,42012.0%ETFDFASDimensional U.S. Small Cap ETF$13,912,873$132,326 ▲1.0%218,3788.0%ETFDFACDimensional U.S. Core Equity 2 ETF$7,624,061$817,044 ▲12.0%212,7254.4%ETFDISVDimensional International Small Cap Value ETF$2,483,723$275,622 ▲12.5%75,4701.4%ETFDFAEDimensional Emerging Core Equity Market ETF$2,445,437$203,548 ▲9.1%84,4711.4%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$2,408,101$25,720 ▲1.1%118,1601.4%ETFMSFTMicrosoft$1,944,607$200,480 ▲11.5%3,9091.1%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$1,859,841$714,326 ▲62.4%59,8211.1%ETFJAAAJanus Henderson AAA CLO ETF$1,701,635$496,433 ▲41.2%33,5301.0%ETFDIMENSIONAL ETF TRUST$1,191,253$319,832 ▲36.7%17,7590.7%WORLD EQUITY ETFBROBrown & Brown$1,167,2670.0%10,5280.7%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$1,044,294$159,892 ▲18.1%35,5560.6%ETFTFLOiShares Treasury Floating Rate Bond ETF$897,368$156,053 ▲21.1%17,7170.5%ETFGEGE Aerospace$885,679$1,287 ▼-0.1%3,4410.5%AerospaceDFISDimensional International Small Cap ETF$878,240$88,654 ▲11.2%29,4320.5%ETFDUHPDimensional US High Profitability ETF$868,067$331,779 ▲61.9%24,4110.5%ETFVOOVanguard S&P 500 ETF$766,148$355,529 ▲86.6%1,3490.4%ETFDFSVDimensional US Small Cap Value ETF$735,619$419,252 ▲132.5%24,9960.4%ETFCETCentral Securities$654,6290.0%13,6780.4%FinanceSPHYSPDR Portfolio High Yield Bond ETF$586,354$165,242 ▲39.2%24,6370.3%ETFQUALiShares MSCI USA Quality Factor ETF$586,022$116,656 ▼-16.6%3,2050.3%ETFLLYEli Lilly and Company$548,010$67,040 ▲13.9%7030.3%MedicalJPMJPMorgan Chase & Co.$537,203$215,403 ▲66.9%1,8530.3%FinanceAAPLApple$526,674$176,652 ▲50.5%2,5670.3%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$521,619$521,619 ▲New Holding16,8160.3%ETFIVViShares Core S&P 500 ETF$504,7920.0%8130.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$498,902$269,797 ▲117.8%16,8090.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$495,341$140,625 ▲39.6%4,3960.3%ETFNVDANVIDIA$487,878$487,878 ▲New Holding3,0880.3%Computer and TechnologyROKRockwell Automation$474,007$1,329 ▲0.3%1,4270.3%Computer and TechnologyMETAMeta Platforms$472,667$472,667 ▲New Holding6400.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$469,094$22,250 ▲5.0%7590.3%FinanceDIMENSIONAL ETF TRUST$460,890$247,664 ▲116.2%8,4580.3%GLOBAL CORE PLUSVVisa$458,725$98,349 ▲27.3%1,2920.3%Business ServicesAMZNAmazon.com$457,867$211,053 ▲85.5%2,0870.3%Retail/WholesaleGE VERNOVA INC$454,5400.0%8590.3%COMAVDVAvantis International Small Cap Value ETF$434,9300.0%5,4860.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$432,201$432,201 ▲New Holding9,0020.2%ETFAVUVAvantis U.S. Small Cap Value ETF$431,115$34,894 ▲8.8%4,7320.2%ETFMNSTMonster Beverage$379,598$3,758 ▲1.0%6,0600.2%Consumer StaplesAVLVAvantis U.S. Large Cap Value ETF$376,982$19,439 ▲5.4%5,5270.2%ETFIBMInternational Business Machines$352,262$352,262 ▲New Holding1,1950.2%Computer and TechnologyBRK.BBerkshire Hathaway$340,039$340,039 ▲New Holding7000.2%FinanceIWBiShares Russell 1000 ETF$336,965$336,965 ▲New Holding9920.2%ETFCYHCommunity Health Systems$336,2530.0%98,8980.2%MedicalDCODucommun$330,5200.0%4,0000.2%AerospaceWMTWalmart$329,812$329,812 ▲New Holding3,3730.2%Retail/WholesaleVGITVanguard Intermediate-Term Treasury ETF$325,008$325,008 ▲New Holding5,4340.2%ETFADPAutomatic Data Processing$313,951$27,756 ▲9.7%1,0180.2%Computer and TechnologyCOSTCostco Wholesale$311,831$60,386 ▲24.0%3150.2%Retail/WholesaleXOMExxon Mobil$310,680$69,639 ▲28.9%2,8820.2%EnergyCVXChevron$303,133$303,133 ▲New Holding2,1170.2%EnergyAVGOBroadcom$293,567$293,567 ▲New Holding1,0650.2%Computer and TechnologyRTXRTX$269,991$269,991 ▲New Holding1,8490.2%AerospaceAFLAflac$256,268$8,859 ▲3.6%2,4300.1%FinanceNEENextEra Energy$254,424$21,381 ▲9.2%3,6650.1%UtilitiesINTUIntuit$252,042$252,042 ▲New Holding3200.1%Computer and TechnologyTGTXTG Therapeutics$251,9660.0%7,0010.1%MedicalIDEViShares Core MSCI International Developed Markets ETF$250,7800.0%3,2980.1%ETFJNJJohnson & Johnson$248,983$13,289 ▲5.6%1,6300.1%MedicalBACBank of America$243,651$243,651 ▲New Holding5,1490.1%FinanceTJXTJX Companies$241,670$11,979 ▲5.2%1,9570.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$233,938$233,938 ▲New Holding1,1430.1%ETFACNAccenture$229,2490.0%7670.1%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$229,020$229,020 ▲New Holding5,4070.1%ETFGSThe Goldman Sachs Group$228,603$228,603 ▲New Holding3230.1%FinanceABTAbbott Laboratories$208,231$208,231 ▲New Holding1,5310.1%MedicalMCDMcDonald's$207,4410.0%7100.1%Retail/WholesaleAPHAmphenol$206,388$206,388 ▲New Holding2,0900.1%Computer and TechnologyPGProcter & Gamble$206,222$206,222 ▲New Holding1,2940.1%Consumer StaplesJKHYJack Henry & Associates$205,3940.0%1,1400.1%Computer and TechnologyGWWW.W. Grainger$201,807$201,807 ▲New Holding1940.1%IndustrialsQVC GROUP INC$0$21,241 ▼-100.0%00.0%COM SER AShowing 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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