Parkwoods Wealth Partners, LLC Portfolio Holdings

Parkwoods Wealth Partners, LLC

  • $340 Billion
  • Q4 2025

Parkwoods Wealth Partners, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $340 Billion distributed in 112 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 $51.7B, Dimensional ETF Tr Us Marketwi with a value of $43.9B, Dimensional ETF Tr U S Equity with a value of $37.6B, Dimensional ETF Tr with a value of $34.7B, and Dimensional ETF Tr U S Core Eq with a value of $21.8B.

Examining the 13F form we can see an increase of $46.8B in the current position value, from $293B to 340B.

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 $340 Billion
ETFs: $291 Billion
Technology: $6.36 Billion
Financial Services: $4.56 Billion
Healthcare: $3.72 Billion
Industrials: $2.83 Billion
Consumer Defensive: $1.86 Billion
Consumer Cyclical: $1.54 Billion
Communication Services: $1.2 Billion
Other: $1.07 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172M
$33.9 Million 0.01% of portfolio
13,760
Q4 2025 New
$56.3M
$12.1 Million 0.0% of portfolio
17,000
Q4 2025 Added 13.33%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $340 Billion
  • Prior Value $293 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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