StockDriftsStockDriftsTop 50 Rockwood Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 34.6% | 12.34M | $547.3M | +2.16%(+261.03K) | $29.44(+56.40%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 17.85% | 3.17M | $282.4M | +5.24%(+157.76K) | $61.23(+54.04%) | 2026-06-30 | |
| MEAR | ISHARES U S ETF TR | 7.55% | 2.37M | $119.4M | +4.13%(+93.96K) | $50.06(+0.32%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.54% | 2.16M | $87.7M | -4.32%(-97.42K) | $27.27(+48.19%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.91% | 606.0K | $77.6M | -1.38%(-8.51K) | $81.62(+62.21%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 4.86% | 2.56M | $76.8M | +6.28%(+151.12K) | $30.06(-0.36%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.18% | 1.77M | $66.1M | -0.08%(-1.49K) | $24.32(+61.65%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.83% | 628.0K | $60.6M | +15.00%(+81.93K) | $60.19(+55.61%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 2.27% | 1.07M | $35.9M | +6.83%(+68.58K) | $33.31(-0.53%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 2.11% | 1.15M | $33.4M | +14.47%(+145.64K) | $26.72(+10.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.66% | +46.85% | — | — | +31.34% |
| Top 20 Holdings Unweighted | +10.64% | +35.43% | — | — | +16.16% |
Rockwood Wealth Management, LLC reports $1.58B in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (34.6%), AVDE (17.9%) and MEAR (7.5%). The top 20 holdings account for 93.97% of reported assets. Its disclosed equity book has returned +46.85% on a three-year cumulative basis. 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.
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Holdings on this page are parsed from Rockwood Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1983670). View Rockwood Wealth Management, LLC’s 13F filings on SEC