Parkwoods Wealth Partners, LLC Portfolio Holdings

Parkwoods Wealth Partners, LLC

  • $293 Billion
  • Q3 2025

Parkwoods Wealth Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 96 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 $49.6B, Dimensional ETF Tr Us Marketwi with a value of $41.3B, Dimensional ETF Tr U S Equity with a value of $35.9B, Dimensional ETF Tr with a value of $30.1B, and Dimensional ETF Tr U S Core Eq with a value of $20.3B.

Examining the 13F form we can see an increase of $120B in the current position value, from $173B to 293B.

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 $293 Billion
ETFs: $254 Billion
Technology: $5.03 Billion
Financial Services: $4.22 Billion
Industrials: $2.58 Billion
Healthcare: $1.74 Billion
Consumer Cyclical: $1.6 Billion
Consumer Defensive: $1.29 Billion
Communication Services: $927 Million
Other: $1.01 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$2.63 Billion 0.9% of portfolio
5,076
Q3 2025 Added 29.85%
$328B
$1.08 Billion 0.37% of portfolio
3,574
Q3 2025 Added 3.87%
$22.8B
$944 Million 0.32% of portfolio
10,061
Q3 2025 Reduced 4.44%
$2.39T
$895 Million 0.31% of portfolio
4,078
Q3 2025 Added 95.4%
$4.3T
$781 Million 0.27% of portfolio
3,069
Q3 2025 Added 19.56%
$662B
$754 Million 0.26% of portfolio
1,499
Q3 2025 Added 114.14%
$1.33B
$703 Million 0.24% of portfolio
13,678
Q3 2024 New
$1.37T
$672 Million 0.23% of portfolio
915
Q3 2025 Added 42.97%
$465B
$658 Million 0.22% of portfolio
3,529
Q3 2025 Added 14.28%
$971B
$574 Million 0.2% of portfolio
752
Q3 2025 Added 6.97%
$881B
$598 Million 0.2% of portfolio
1,897
Q3 2025 Added 2.37%
$43.5B
$499 Million 0.17% of portfolio
1,429
Q3 2025 Added 0.14%
$533B
$474 Million 0.16% of portfolio
1,388
Q3 2025 Added 7.43%
$37.6B
$409 Million 0.14% of portfolio
6,077
Q3 2025 Added 0.28%
$139B
$367 Million 0.13% of portfolio
1,113
Q3 2025 Added 4.51%
$1.1B
$385 Million 0.13% of portfolio
4,000
Q3 2024 New
$279B
$363 Million 0.12% of portfolio
3,527
Q3 2025 Added 4.57%
$490B
$338 Million 0.12% of portfolio
2,997
Q3 2025 Added 3.99%
$439M
$317 Million 0.11% of portfolio
98,898
Q1 2025 New
$404B
$315 Million 0.11% of portfolio
340
Q3 2025 Added 7.94%
$258B
$318 Million 0.11% of portfolio
1,899
Q3 2025 Added 2.7%
$522B
$310 Million 0.11% of portfolio
1,673
Q3 2025 Added 2.64%
$266B
$330 Million 0.11% of portfolio
1,170
Q3 2025 Reduced 2.09%
$170B
$286 Million 0.1% of portfolio
1,981
Q3 2025 Added 1.23%
$104B
$302 Million 0.1% of portfolio
1,028
Q3 2025 Added 0.98%
$79.6B
$260 Million 0.09% of portfolio
2,104
Q3 2025 Added 0.67%
$1.65T
$254 Million 0.09% of portfolio
1,046
Q3 2025 New
$72.3B
$272 Million 0.09% of portfolio
2,434
Q3 2025 Added 0.16%
$4.5B
$253 Million 0.09% of portfolio
7,001
Q4 2024 New
$168B
$278 Million 0.09% of portfolio
3,677
Q3 2025 Added 0.33%
$265B
$264 Million 0.09% of portfolio
332
Q3 2025 Added 2.79%
$224B
$218 Million 0.07% of portfolio
716
Q3 2025 Added 0.85%
$346B
$205 Million 0.07% of portfolio
1,333
Q3 2025 Added 3.01%
$228B
$209 Million 0.07% of portfolio
1,558
Q3 2025 Added 1.76%
$413B
$211 Million 0.07% of portfolio
4,082
Q3 2025 Reduced 20.72%
$367B
$201 Million 0.07% of portfolio
495
Q3 2025 New
$313M
$54.6 Million 0.02% of portfolio
20,000
Q3 2025 New
$721M
$52.3 Million 0.02% of portfolio
11,500
Q3 2025 New
$56.3M
$24.3 Million 0.01% of portfolio
15,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $293 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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