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Parkwoods Wealth Partners, LLC

Q2 2026 13F filing

Updated 45 days ago

172 disclosed positions worth $622.5M

Portfolio value
$622.5M
Total holdings
172
New positions
57
Closed positions
0
Increased
88
Decreased
14
Turnover
33.1%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

?
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%
V
21.VGES

VANGUARD BD INDEX FDS

+48.7%
Value
$6.2M
Shares
79.3K
% Port
0.99%
E
22.ETHA

ISHARES TR

Value
$5.7M
Shares
59.3K
% Port
0.92%
?
23.N/A

DIMENSIONAL ETF TRUST

+14.3%
Value
$5.7M
Shares
153.3K
% Port
0.92%
?
24.N/A

AMERICAN CENTY ETF TR

+120.7%
Value
$5.5M
Shares
53.1K
% Port
0.88%
?
25.N/A

EA SERIES TRUST

-7.9%
Value
$5M
Shares
171.4K
% Port
0.80%
?
26.N/A

DIMENSIONAL ETF TRUST

+35.7%
Value
$4.6M
Shares
130.7K
% Port
0.74%
?
27.N/A

AMERICAN CENTY ETF TR

+65.9%
Value
$4.6M
Shares
36.6K
% Port
0.73%
S

SCHWAB STRATEGIC TR

Value
$4M
Shares
134.5K
% Port
0.64%
?
29.N/A

DIMENSIONAL ETF TRUST

-2.2%
Value
$3.6M
Shares
97.0K
% Port
0.57%
A
30.AAPL

APPLE INC

+1332.8%
Value
$3.4M
Shares
11.9K
% Port
0.55%
?
31.N/A

DIMENSIONAL ETF TRUST

+14.0%
Value
$3.4M
Shares
41.0K
% Port
0.54%
?
32.N/A

DIMENSIONAL ETF TRUST

Value
$3.4M
Shares
61.9K
% Port
0.54%
V
33.VGES

VANGUARD INTL EQUITY INDEX F

Value
$3.3M
Shares
39.1K
% Port
0.53%
V
34.VGES

VANGUARD INDEX FDS

+30.4%
Value
$3.3M
Shares
4.8K
% Port
0.52%
?
35.N/A

DIMENSIONAL ETF TRUST

+184.8%
Value
$3.3M
Shares
82.4K
% Port
0.52%
L
36.LLY

ELI LILLY & CO

+30.6%
Value
$3M
Shares
2.5K
% Port
0.48%
M
37.MSFT

MICROSOFT CORP

+51.2%
Value
$2.9M
Shares
7.9K
% Port
0.47%
E
38.ETHA

ISHARES TR

+2.0%
Value
$2.9M
Shares
17.6K
% Port
0.46%
S

SCHWAB STRATEGIC TR

Value
$2.9M
Shares
103.0K
% Port
0.46%
?
40.N/A

VANGUARD MALVERN FDS

+44.9%
Value
$2.8M
Shares
56.1K
% Port
0.45%
E
41.ETHA

ISHARES TR

Value
$2.8M
Shares
100.4K
% Port
0.45%
?
42.N/A

DIMENSIONAL ETF TRUST

+18.4%
Value
$2.5M
Shares
73.1K
% Port
0.40%
E
43.ETHA

ISHARES TR

+61.8%
Value
$2.4M
Shares
22.8K
% Port
0.39%
E
44.ETHA

ISHARES TR

Value
$2.3M
Shares
15.7K
% Port
0.37%
?
45.N/A

JANUS DETROIT STR TR

-10.8%
Value
$2.1M
Shares
42.3K
% Port
0.34%
?
46.N/A

VANGUARD SCOTTSDALE FDS

+6.2%
Value
$1.9M
Shares
32.8K
% Port
0.31%
?
47.N/A

DIMENSIONAL ETF TRUST

+21.6%
Value
$1.8M
Shares
33.9K
% Port
0.30%
S

SCHWAB STRATEGIC TR

Value
$1.7M
Shares
34.4K
% Port
0.27%
?
49.N/A

AMERICAN CENTY ETF TR

+60.2%
Value
$1.6M
Shares
18.0K
% Port
0.26%
A
50.AMZN

AMAZON COM INC

+66.3%
Value
$1.6M
Shares
6.7K
% Port
0.26%