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

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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