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Rockwood Wealth Management, LLC Top Holdings and 13F Report (2026)

About Rockwood Wealth Management, LLC

Investment Activity

  • Rockwood Wealth Management, LLC has $1.40 billion in total holdings as of March 31, 2026.
  • Rockwood Wealth Management, LLC owns shares of 118 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 4.20% of the portfolio was purchased this quarter.
  • About 0.45% of the portfolio was sold this quarter.
  • This quarter, Rockwood Wealth Management, LLC has purchased 119 new stocks and bought additional shares in 44 stocks.
  • Rockwood Wealth Management, LLC sold shares of 24 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

025072356 - Avantis Real Estate ETF
$1,413,527 Holding
808524102 - Schwab US Broad Market ETF
$850,845 Holding
808524409 - Schwab U.S. Large-Cap Value ETF
$648,888 Holding
03524A108 - Anheuser-Busch InBev SA/NV
$541,086 Holding
02072Q275 - EA SERIES TRUST
$310,848 Holding

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF
478,929 shares (about $18.61M)
Avantis International Equity ETF
72,655 shares (about $6.16M)
SPDR Portfolio Short Term Corporate Bond ETF
167,613 shares (about $5.04M)
Avantis U.S. Equity ETF
38,641 shares (about $4.30M)

Largest Sales this Quarter

Vanguard Information Technology ETF
811 shares (about $565.94K)
iShares National Muni Bond ETF
4,579 shares (about $486.06K)
Vanguard Global ex-U.S. Real Estate ETF
7,480 shares (about $332.49K)
Vanguard Real Estate ETF
3,303 shares (about $292.98K)
iShares Core S&P Mid-Cap ETF
4,023 shares (about $271.67K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRockwood Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$469,337,998$18,611,181 4.1%12,077,66333.6%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$255,208,447$6,164,049 2.5%3,008,11518.3%ETF
iShares Short Maturity Municipal Bond Active ETF stock logo
MEAR
iShares Short Maturity Municipal Bond Active ETF
$114,594,918$4,291,988 3.9%2,276,4198.2%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$77,889,405$5,574,089 7.7%2,254,3975.6%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$72,413,232$5,040,124 7.5%2,408,1555.2%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$68,318,989$4,296,106 6.7%614,4904.9%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$63,037,046$1,141,543 1.8%1,774,1924.5%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$44,000,123$1,239,723 2.9%546,0433.1%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$33,693,641$2,112,852 6.7%1,004,5812.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$30,968,682$486,060 -1.5%291,7452.2%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$26,753,063$2,798,608 11.7%1,006,5111.9%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$15,589,122$292,976 -1.8%175,7511.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,273,605$31,670 0.3%17,1930.7%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$9,802,766$332,485 -3.3%220,5350.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,804,882$327,555 6.0%18,0940.4%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$5,754,803$487,128 9.2%54,0360.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,158,806$48,988 1.0%7,8980.4%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$3,854,653$90,154 -2.3%162,9870.3%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$3,468,456$35,499 -1.0%102,1030.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,994,869$4,994 -0.2%37,7810.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,769,570$24,022 -0.9%6,3410.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,690,423$217,861 8.8%4,1370.2%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,576,349$148,072 -5.4%51,6410.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,545,583$271,670 -9.6%37,6960.2%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$2,532,001$521 0.0%131,1920.2%Energy
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$2,261,101$79,435 -3.4%36,2070.2%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$2,170,431$34,569 -1.6%45,3310.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,952,189$134,075 7.4%21,5640.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,882,507$7,334 -0.4%15,1440.1%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,840,0610.0%16,6570.1%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$1,808,729$91,104 5.3%51,6190.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,784,824$8,328 0.5%6,2150.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,742,443$230,286 15.2%3,0190.1%Finance
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,678,528$90,122 5.7%23,5980.1%ETF
DIMENSIONAL ETF TRUST
$1,651,538$42,495 2.6%27,8270.1%DIMENSIONAL US
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,628,548$720,170 79.3%27,8190.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,624,552$565,941 -25.8%2,3280.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,563,658$124,513 8.7%3,6670.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,526,7480.0%5,8290.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,497,545$8,053 -0.5%27,7070.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,436,2800.0%20.1%Finance
AVRE
Avantis Real Estate ETF
$1,413,527$1,413,527 New Holding32,1110.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,399,146$17,462 1.3%7,1310.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,265,233$32,462 -2.5%16,1360.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,148,067$35,856 3.2%10,1500.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,106,004$378 0.0%29,2280.1%Energy
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,095,601$159,367 -12.7%3,0730.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,006,065$55,145 5.8%16,8940.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$985,285$5,807 -0.6%4,5810.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$894,627$14,849 -1.6%11,6880.1%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$850,845$850,845 New Holding33,8980.1%ETF
Universal Insurance Holdings Inc stock logo
UVE
Universal Insurance
$815,3660.0%23,8690.1%Finance
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$780,1140.0%2,6100.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$737,627$11,656 1.6%7,5940.1%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$710,863$37,368 5.5%3,2720.1%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$698,3720.0%5,4510.0%ETF
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$688,0750.0%16,7130.0%Energy
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$653,951$119,560 22.4%25,5050.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$648,888$648,888 New Holding21,2750.0%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$643,7630.0%7,7030.0%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$638,4940.0%18,9630.0%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$604,7320.0%3,9940.0%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$592,4710.0%13,1310.0%ETF
Enbridge Inc stock logo
ENB
Enbridge
$591,209$162 0.0%10,9200.0%Energy
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$571,2310.0%8,0560.0%ETF
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$541,086$541,086 New Holding7,8000.0%Consumer Staples
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$484,584$52,877 12.2%5,8560.0%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$469,751$75 0.0%6,2550.0%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$466,8990.0%4,6760.0%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$465,9940.0%2,1810.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$460,150$1,567 -0.3%3,2310.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$450,055$38,724 -7.9%1,0460.0%Finance
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$449,9800.0%12,2410.0%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$437,7640.0%8,3290.0%Manufacturing
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$434,938$7,396 1.7%10,5850.0%ETF
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$421,6990.0%6,0490.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$420,3600.0%1,6950.0%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$402,1490.0%4,8790.0%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$392,2370.0%3,7000.0%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$391,110$6,641 -1.7%4,9470.0%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$389,6000.0%10,0000.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$388,4070.0%8,0150.0%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$384,6460.0%1,0380.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$377,004$9,927 2.7%1,7850.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$374,778$37,744 11.2%2,8200.0%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$366,878$11,824 -3.1%1,0860.0%Computer and Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$363,9320.0%3,7430.0%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$351,2950.0%9,8180.0%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$346,992$88,653 34.3%8,1530.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$338,768$29,895 9.7%5,5300.0%ETF
EA SERIES TRUST
$310,848$310,848 New Holding6,3520.0%ALPHA ARCHITECT
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$309,1860.0%2,3330.0%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$298,7830.0%8130.0%ETF
DIMENSIONAL ETF TRUST
$295,9270.0%3,9830.0%US LARGE CAP VEC
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$291,575$5,843 -2.0%3,1440.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$281,375$45,958 19.5%3,6490.0%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$276,5790.0%1,3440.0%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$273,602$26,824 10.9%7140.0%Manufacturing
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$267,4370.0%5,0670.0%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$263,177$63,897 32.1%6,2070.0%ETF

Showing largest 100 holdings. View all holdings.
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