Back to funds

Parkwoods Wealth Partners, LLC

hedge fundUpdated 45 days ago

Managed by Parkwoods Wealth Partners, Llc • Latest filing Q2 2026

Portfolio value
$622.5M
Q2 2026
Filings
8
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
154.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 8 quarters

Show data table
PeriodPortfolio value
Q3 2024$121.6M
Q4 2024$125.7M
Q1 2025$148M
Q2 2025$173.3M
Q3 2025$293.1M
Q4 2025$339.9M
Q1 2026$407.9M
Q2 2026$622.5M

Top holdings

172 positions as of Q2 2026

View filing
?
1.N/A

DIMENSIONAL ETF TRUST

+1.4%
Value
$64.7M
Shares
925.4K
% Port
10.39%
?
2.N/A

DIMENSIONAL ETF TRUST

+3.7%
Value
$58.5M
Shares
1.06M
% Port
9.40%
?
3.N/A

DIMENSIONAL ETF TRUST

+118.0%
Value
$46.4M
Shares
972.1K
% Port
7.46%
?
4.N/A

DIMENSIONAL ETF TRUST

+9.2%
Value
$45.3M
Shares
839.2K
% Port
7.28%
?
5.N/A

DIMENSIONAL ETF TRUST

+2.9%
Value
$44.2M
Shares
539.4K
% Port
7.10%
?
6.N/A

DIMENSIONAL ETF TRUST

+21.8%
Value
$35.5M
Shares
801.0K
% Port
5.71%
?
7.N/A

DIMENSIONAL ETF TRUST

+5.5%
Value
$25.1M
Shares
304.7K
% Port
4.03%
?
8.N/A

DIMENSIONAL ETF TRUST

+30.6%
Value
$16M
Shares
413.5K
% Port
2.58%
?
9.N/A

DIMENSIONAL ETF TRUST

+13.8%
Value
$14.8M
Shares
367.6K
% Port
2.37%
?
10.N/A

DIMENSIONAL ETF TRUST

Value
$14.5M
Shares
270.5K
% Port
2.33%
?
11.N/A

DIMENSIONAL ETF TRUST

+26.9%
Value
$14.1M
Shares
349.9K
% Port
2.26%
?
12.N/A

DIMENSIONAL ETF TRUST

+3958.6%
Value
$12.8M
Shares
302.3K
% Port
2.05%
?
13.N/A

DIMENSIONAL ETF TRUST

-5.9%
Value
$11M
Shares
212.1K
% Port
1.76%
?
14.N/A

DIMENSIONAL ETF TRUST

+32.6%
Value
$8.3M
Shares
200.0K
% Port
1.34%
?
15.N/A

DIMENSIONAL ETF TRUST

+21.9%
Value
$8.3M
Shares
200.6K
% Port
1.33%
?
16.N/A

DIMENSIONAL ETF TRUST

+27.9%
Value
$8.1M
Shares
198.3K
% Port
1.29%
?
17.N/A

DIMENSIONAL ETF TRUST

+2.2%
Value
$7.7M
Shares
151.5K
% Port
1.24%
E
18.ETHA

ISHARES TR

+1165.1%
Value
$7.5M
Shares
10.0K
% Port
1.20%
?
19.N/A

DIMENSIONAL ETF TRUST

+22.1%
Value
$6.9M
Shares
237.2K
% Port
1.10%
V
20.VGES

VANGUARD INDEX FDS

+448.8%
Value
$6.3M
Shares
17.1K
% Port
1.02%

Explore