StockDriftsStockDriftsTop 50 Parkworth Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 12.46% | 171.2K | $17.3M | — | — | — | 2025-06-30 |
| DFAC | DIMENSIONAL ETF TRUST | 11.77% | 454.9K | $16.3M | — | — | — | 2025-06-30 |
| DFCF | DIMENSIONAL ETF TRUST | 5.24% | 171.6K | $7.3M | — | — | — | 2025-06-30 |
| BIV | VANGUARD BD INDEX FDS | 5.2% | 93.1K | $7.2M | — | — | — | 2025-06-30 |
| AVDE | AMERICAN CENTY ETF TR | 5.16% | 96.6K | $7.1M | — | — | — | 2025-06-30 |
| DFIC | DIMENSIONAL ETF TRUST | 5.03% | 224.3K | $7.0M | — | — | — | 2025-06-30 |
| AVUV | AMERICAN CENTY ETF TR | 3.27% | 49.8K | $4.5M | — | — | — | 2025-06-30 |
| DFAT | DIMENSIONAL ETF TRUST | 3.18% | 81.6K | $4.4M | — | — | — | 2025-06-30 |
| DFSD | DIMENSIONAL ETF TRUST | 2.83% | 81.6K | $3.9M | — | — | — | 2025-06-30 |
| AVEM | AMERICAN CENTY ETF TR | 2.7% | 54.5K | $3.7M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Parkworth Wealth Management, Inc. reports $138.50M in US-listed equity holdings across 1,352 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (12.5%), DFAC (11.8%) and DFCF (5.2%). The top 20 holdings account for 77.12% of reported assets. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Parkworth Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026602). View Parkworth Wealth Management, Inc.’s 13F filings on SEC