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Rockwood Wealth Management, LLC
hedge fundUpdated 9 days agoManaged by Rockwood Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$1.7B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
33.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.3B |
| Q1 2026 | $1.4B |
| Q2 2026 | $1.6B |
| Q3 2026 | $1.7B |
Top holdings
134 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $567.5M | 12.77M | 34.08% | Added(+3.5%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $297.5M | 3.30M | 17.86% | Added(+4.3%) |
| 3 | $113.3M | 2.28M | 6.80% | Trimmed(-3.7%) | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $84.1M | 2.12M | 5.05% | Trimmed(-1.8%) |
| 5 | $77.9M | 2.63M | 4.68% | Added(+2.9%) | |
| 6 | ? N/A AMERICAN CENTY ETF TR | $76M | 593.3K | 4.56% | Trimmed(-2.1%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $66.6M | 707.8K | 4.00% | Added(+12.7%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $65.9M | 1.75M | 3.96% | Trimmed(-1.1%) |
| 9 | $45.5M | 449.7K | 2.73% | Added(+59.7%) | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $35.5M | 1.31M | 2.13% | Added(+13.9%) |
| 11 | $35.5M | 1.10M | 2.13% | Added(+2.4%) | |
| 12 | $21.5M | 206.1K | 1.29% | Added(+320.9%) | |
| 13 | $14.8M | 165.5K | 0.89% | Trimmed(-3.7%) | |
| 14 | $14.7M | 255.6K | 0.88% | Added(+421.3%) | |
| 15 | $12.6M | 17.9K | 0.76% | Trimmed(-4.6%) | |
| 16 | $8.8M | 206.2K | 0.53% | Trimmed(-4.6%) | |
| 17 | $7.2M | 19.3K | 0.43% | Added(+2.7%) | |
| 18 | $7.1M | 9.3K | 0.43% | Added(+12.4%) | |
| 19 | $5.8M | 74.5K | 0.35% | Added(+81.0%) | |
| 20 | $5.1M | 90.7K | 0.31% | Added(+276.1%) |