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Parkwoods Wealth Partners, LLC
hedge fundUpdated 45 days agoManaged 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
| Period | Portfolio 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
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $64.7M | 925.4K | 10.39% | Added(+1.4%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $58.5M | 1.06M | 9.40% | Added(+3.7%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $46.4M | 972.1K | 7.46% | Added(+118.0%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $45.3M | 839.2K | 7.28% | Added(+9.2%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $44.2M | 539.4K | 7.10% | Added(+2.9%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $35.5M | 801.0K | 5.71% | Added(+21.8%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $25.1M | 304.7K | 4.03% | Added(+5.5%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $16M | 413.5K | 2.58% | Added(+30.6%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $14.8M | 367.6K | 2.37% | Added(+13.8%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $14.5M | 270.5K | 2.33% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $14.1M | 349.9K | 2.26% | Added(+26.9%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $12.8M | 302.3K | 2.05% | Added(+3958.6%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $11M | 212.1K | 1.76% | Trimmed(-5.9%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $8.3M | 200.0K | 1.34% | Added(+32.6%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $8.3M | 200.6K | 1.33% | Added(+21.9%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $8.1M | 198.3K | 1.29% | Added(+27.9%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $7.7M | 151.5K | 1.24% | Added(+2.2%) |
| 18 | E ETHA ISHARES TR | $7.5M | 10.0K | 1.20% | Added(+1165.1%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $6.9M | 237.2K | 1.10% | Added(+22.1%) |
| 20 | V VGES VANGUARD INDEX FDS | $6.3M | 17.1K | 1.02% | Added(+448.8%) |