Parkwoods Wealth Partners, LLC Portfolio Holdings

Parkwoods Wealth Partners, LLC

  • $173 Billion
  • Q2 2025

Parkwoods Wealth Partners, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $34.5B, Dimensional ETF Tr Us Marketwi with a value of $29.3B, Dimensional ETF Tr U S Equity with a value of $26.3B, Dimensional ETF Tr with a value of $20.9B, and Dimensional ETF Tr U S Small C with a value of $13.9B.

Examining the 13F form we can see an increase of $25.3B in the current position value, from $148B to 173B.

Parkwoods Wealth Partners, LLC is based out at Syracuse, NY

Below you can find more details about Parkwoods Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
ETFs: $150 Billion
Technology: $4.5 Billion
Financial Services: $3.89 Billion
Industrials: $2.48 Billion
Healthcare: $1.59 Billion
Consumer Defensive: $1.23 Billion
Consumer Cyclical: $907 Million
Energy: $614 Million
Other: $727 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.5 Billion 19.93% of portfolio
640,246
Q2 2025 Added 1.56%
$0
$29.3 Billion 16.89% of portfolio
692,196
Q2 2025 Added 2.19%
$0
$26.3 Billion 15.15% of portfolio
391,774
Q2 2025 Added 0.68%
$0
$20.9 Billion 12.04% of portfolio
487,420
Q2 2025 Added 4.26%
$0
$13.9 Billion 8.03% of portfolio
218,378
Q2 2025 Added 0.96%
$0
$7.62 Billion 4.4% of portfolio
212,725
Q2 2025 Added 12.0%
$0
$2.48 Billion 1.43% of portfolio
75,470
Q2 2025 Added 12.48%
$0
$2.45 Billion 1.41% of portfolio
84,471
Q2 2025 Added 9.08%
Ea Series Trust
-
$2.41 Billion 1.39% of portfolio
-
Q2 2025 Added 1.08%
$3.81T
$1.94 Billion 1.12% of portfolio
3,909
Q2 2025 Added 11.49%
$0
$1.86 Billion 1.07% of portfolio
59,821
Q2 2025 Added 62.36%
$0
$1.7 Billion 0.98% of portfolio
33,530
Q2 2025 Added 41.19%
Dimensional ETF Trust
-
$1.19 Billion 0.69% of portfolio
-
Q2 2025 Added 36.7%
$29.4B
$1.17 Billion 0.67% of portfolio
10,528
Q3 2024 New
$0
$1.04 Billion 0.6% of portfolio
35,556
Q2 2025 Added 18.08%
$0
$897 Million 0.52% of portfolio
17,717
Q2 2025 Added 21.05%
$0
$878 Million 0.51% of portfolio
29,432
Q2 2025 Added 11.23%
$0
$868 Million 0.5% of portfolio
24,411
Q2 2025 Added 61.87%
$0
$766 Million 0.44% of portfolio
1,349
Q2 2025 Added 86.58%
$0
$736 Million 0.42% of portfolio
24,996
Q2 2025 Added 132.52%
$1.31B
$655 Million 0.38% of portfolio
13,678
Q3 2024 New
$0
$586 Million 0.34% of portfolio
24,637
Q2 2025 Added 39.24%
$0
$586 Million 0.34% of portfolio
3,205
Q2 2025 Reduced 16.6%
$724B
$548 Million 0.32% of portfolio
703
Q2 2025 Added 13.94%
$850B
$537 Million 0.31% of portfolio
1,853
Q2 2025 Added 66.94%
$3.38T
$527 Million 0.3% of portfolio
2,567
Q2 2025 Added 50.47%
Dimensional ETF Trust
-
$522 Million 0.3% of portfolio
-
Q2 2025 New
Ea Series Trust
-
$495 Million 0.29% of portfolio
-
Q2 2025 Added 39.64%
$0
$499 Million 0.29% of portfolio
16,809
Q2 2025 Added 117.76%
$0
$505 Million 0.29% of portfolio
813
Q1 2025 New
$431B
$488 Million 0.28% of portfolio
3,088
Q2 2025 New
$41.2B
$474 Million 0.27% of portfolio
1,427
Q2 2025 Added 0.28%
$1.62T
$473 Million 0.27% of portfolio
640
Q2 2025 New
$0
$469 Million 0.27% of portfolio
759
Q2 2025 Added 4.98%
Dimensional ETF Trust
-
$461 Million 0.27% of portfolio
-
Q2 2025 Added 116.15%
Ge Vernova Inc
-
$455 Million 0.26% of portfolio
-
Q1 2025 Added 15.3%
$2.28T
$458 Million 0.26% of portfolio
2,087
Q2 2025 Added 85.51%
$572B
$459 Million 0.26% of portfolio
1,292
Q2 2025 Added 27.29%
$0
$435 Million 0.25% of portfolio
5,486
Q1 2025 New
$0
$432 Million 0.25% of portfolio
9,002
Q2 2025 New
$0
$431 Million 0.25% of portfolio
4,732
Q2 2025 Added 8.81%
$0
$377 Million 0.22% of portfolio
5,527
Q2 2025 Added 5.44%
$31.1B
$380 Million 0.22% of portfolio
6,060
Q2 2025 Added 1.0%
$253B
$352 Million 0.2% of portfolio
1,195
Q2 2025 New
$631B
$340 Million 0.2% of portfolio
700
Q2 2025 New
$0
$325 Million 0.19% of portfolio
5,434
Q2 2025 New
$258B
$330 Million 0.19% of portfolio
3,373
Q2 2025 New
$1.05B
$331 Million 0.19% of portfolio
4,000
Q3 2024 New
$490M
$336 Million 0.19% of portfolio
98,898
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $173 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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