Parkwoods Wealth Partners, LLC Portfolio Holdings

Parkwoods Wealth Partners, LLC

  • $148 Billion
  • Q1 2025

Parkwoods Wealth Partners, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 55 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 $32.5B, Dimensional ETF Tr Us Marketwi with a value of $27.9B, Dimensional ETF Tr U S Equity with a value of $23.5B, Dimensional ETF Tr with a value of $18.4B, and Dimensional ETF Tr U S Small C with a value of $12.9B.

Examining the 13F form we can see an increase of $22.3B in the current position value, from $126B to 148B.

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 $148 Billion
ETFs: $133 Billion
Financial Services: $2.81 Billion
Technology: $2.14 Billion
Industrials: $1.57 Billion
Healthcare: $1.31 Billion
Consumer Cyclical: $684 Million
Consumer Defensive: $591 Million
Energy: $266 Million
Other: $238 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.09T
$214 Million 0.14% of portfolio
1,125
Q1 2025 New
$0
$204 Million 0.14% of portfolio
7,719
Q1 2025 New
Dimensional ETF Trust
-
$209 Million 0.14% of portfolio
-
Q1 2025 New
$13.3B
$208 Million 0.14% of portfolio
1,140
Q1 2025 New
$71M
$21.2 Million 0.01% of portfolio
105,626
Q1 2025 Added 16.74%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $148 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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