StockDriftsStockDriftsTop 50 Parkwoods Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 10.39% | 925.4K | $64.7M | +1.43%(+13.06K) | $54.90(+31.47%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 9.4% | 1.06M | $58.5M | +3.73%(+38.22K) | $42.20(+35.89%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.46% | 972.1K | $46.4M | +118.04%(+526.27K) | $47.86(-0.92%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.28% | 839.2K | $45.3M | +9.21%(+70.76K) | $41.73(+38.84%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.1% | 539.4K | $44.2M | +2.90%(+15.18K) | $63.42(+33.43%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.71% | 801.0K | $35.5M | +21.83%(+143.52K) | $37.32(+23.24%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.03% | 304.7K | $25.1M | +5.49%(+15.85K) | $64.36(+29.93%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.58% | 413.5K | $16.0M | +30.62%(+96.93K) | $33.06(+22.33%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.37% | 367.6K | $14.8M | +13.84%(+44.69K) | $34.97(+25.23%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 2.33% | 270.5K | $14.5M | new | $52.86(-0.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.79% |
Parkwoods Wealth Partners, LLC reports $622.45M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (10.4%), DFUV (9.4%) and DFSD (7.5%). The top 20 holdings account for 73.24% of reported assets. Its disclosed equity book has returned +29.43% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Parkwoods Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Parkwoods Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042772). View Parkwoods Wealth Partners, LLC’s 13F filings on SEC