Rockwood Wealth Management, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $981 Billion distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $335B, American Centy ETF Tr Avantis with a value of $189B, Blackrock Short Maturity Munic with a value of $89.9B, Spdr Portfolio Short Term Corp with a value of $59.4B, and Dimensional ETF Tr Emerging Mk with a value of $43.3B.
Examining the 13F form we can see an increase of $55.1B in the current position value, from $926B to 981B.
Rockwood Wealth Management, LLC is based out at New Hope, PA
Below you can find more details about Rockwood Wealth Management, LLC portfolio as well as his latest detailed transactions.
