StockDrifts LogoStockDrifts

Parkworth Wealth Management, Inc.

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$138.50M
# of Holdings
1352
Performance Rank
N/A
Allocation (Top 20)
77.12%

Parkworth Wealth Management, Inc. Holdings Map

Top 50 Parkworth Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
AMERICAN CENTY ETF TR
12.46%171.2K$17.3Mโ€”โ€”โ€”2025-06-30
DFAC
DIMENSIONAL ETF TRUST
11.77%454.9K$16.3Mโ€”โ€”โ€”2025-06-30
DFCF
DIMENSIONAL ETF TRUST
5.24%171.6K$7.3Mโ€”โ€”โ€”2025-06-30
BIV
VANGUARD BD INDEX FDS
5.2%93.1K$7.2Mโ€”โ€”โ€”2025-06-30
AVDE
AMERICAN CENTY ETF TR
5.16%96.6K$7.1Mโ€”โ€”โ€”2025-06-30
DFIC
DIMENSIONAL ETF TRUST
5.03%224.3K$7.0Mโ€”โ€”โ€”2025-06-30
AVUV
AMERICAN CENTY ETF TR
3.27%49.8K$4.5Mโ€”โ€”โ€”2025-06-30
DFAT
DIMENSIONAL ETF TRUST
3.18%81.6K$4.4Mโ€”โ€”โ€”2025-06-30
DFSD
DIMENSIONAL ETF TRUST
2.83%81.6K$3.9Mโ€”โ€”โ€”2025-06-30
AVEM
AMERICAN CENTY ETF TR
2.7%54.5K$3.7Mโ€”โ€”โ€”2025-06-30

Unlock alerts, watchlists & AI chat

Sign up free to track Parkworth Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all