Parkwoods Wealth Partners, LLC Portfolio Holdings

Parkwoods Wealth Partners, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 31 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 $31.5B, Dimensional ETF Tr Us Marketwi with a value of $26.4B, Dimensional ETF Tr U S Equity with a value of $23.5B, Dimensional ETF Tr with a value of $15.2B, and Dimensional ETF Tr U S Small C with a value of $13.8B.

Examining the 13F form we can see an increase of $122B in the current position value.

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.