Parkworth Wealth Management, Inc. Portfolio Holdings

Parkworth Wealth Management, Inc.

  • $125 Billion
  • Q1 2025

Parkworth Wealth Management, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 1226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $15.4B, Dimensional ETF Tr U S Core Eq with a value of $14.8B, Dimensional ETF Tr Core Fxd In with a value of $7.04B, Vanguard Bd Index Fd Inc Inter with a value of $7.02B, and American Centy ETF Tr Avantis with a value of $6.19B.

Examining the 13F form we can see an increase of $5.06B in the current position value, from $120B to 125B.

Parkworth Wealth Management, Inc. is based out at Los Gatos, CA

Below you can find more details about Parkworth Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $115 Billion
Technology: $2.82 Billion
Energy: $598 Million
Communication Services: $429 Million
Financial Services: $399 Million
Utilities: $271 Million
Consumer Cyclical: $245 Million
Healthcare: $152 Million
Other: $342 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Billion 12.26% of portfolio
166,165
Q1 2025 Reduced 0.6%
$0
$14.8 Billion 11.79% of portfolio
447,636
Q1 2025 Reduced 0.69%
$0
$7.04 Billion 5.62% of portfolio
167,363
Q1 2025 Added 6.43%
$0
$7.02 Billion 5.61% of portfolio
91,742
Q1 2025 Added 6.4%
$0
$6.19 Billion 4.94% of portfolio
93,350
Q1 2025 Reduced 0.45%
$0
$6.02 Billion 4.81% of portfolio
216,804
Q1 2025 Added 0.15%
$0
$4.22 Billion 3.37% of portfolio
81,886
Q1 2025 Added 0.21%
$0
$4.13 Billion 3.3% of portfolio
47,362
Q1 2025 Added 0.34%
$0
$3.8 Billion 3.04% of portfolio
80,062
Q1 2025 Added 5.44%
$0
$3.58 Billion 2.86% of portfolio
86,949
Q1 2025 Added 0.09%
$0
$3.54 Billion 2.82% of portfolio
45,184
Q1 2025 Added 6.02%
$0
$3.2 Billion 2.55% of portfolio
53,103
Q1 2025 Reduced 0.16%
$0
$3.14 Billion 2.51% of portfolio
118,724
Q1 2025 Added 0.34%
$0
$2.92 Billion 2.33% of portfolio
57,666
Q1 2025 New
$0
$2.71 Billion 2.16% of portfolio
45,296
Q1 2025 Reduced 0.32%
$0
$2.64 Billion 2.11% of portfolio
43,688
Q1 2025 Added 12.26%
Dimensional ETF Trust
-
$1.99 Billion 1.59% of portfolio
-
Q1 2025 Added 33.2%
$0
$1.62 Billion 1.3% of portfolio
23,278
Q1 2025 Reduced 1.01%
$0
$1.5 Billion 1.2% of portfolio
30,780
Q1 2025 Added 5.62%
$0
$1.49 Billion 1.19% of portfolio
51,092
Q1 2025 Reduced 0.57%
$0
$1.41 Billion 1.13% of portfolio
35,856
Q1 2025 Added 0.69%
$0
$1.26 Billion 1.01% of portfolio
24,788
Q1 2025 Added 24.28%
$0
$1.16 Billion 0.93% of portfolio
41,229
Q1 2025 Added 0.31%
$0
$1.12 Billion 0.89% of portfolio
17,596
Q1 2025 Reduced 0.09%
$106B
$1.07 Billion 0.85% of portfolio
3,702
Q4 2024 New
$0
$977 Million 0.78% of portfolio
8,572
Q1 2025 Added 1.0%
$284B
$923 Million 0.74% of portfolio
8,778
Q1 2025 Added 0.24%
$0
$873 Million 0.7% of portfolio
35,996
Q1 2025 Added 2.55%
$0
$869 Million 0.69% of portfolio
20,214
Q1 2025 Added 2.51%
$0
$787 Million 0.63% of portfolio
6,451
Q1 2025 Added 57.34%
Dimensional ETF Trust
-
$755 Million 0.6% of portfolio
-
Q1 2025 Added 2.29%
$117B
$752 Million 0.6% of portfolio
8,168
Q1 2025 Added 13.95%
$0
$726 Million 0.58% of portfolio
15,258
Q1 2025 Added 11.73%
$3.2T
$700 Million 0.56% of portfolio
3,149
Q1 2025 Reduced 19.01%
$0
$603 Million 0.48% of portfolio
4,742
Q1 2025 Added 0.13%
$0
$575 Million 0.46% of portfolio
12,712
Q1 2025 Added 20.47%
$0
$489 Million 0.39% of portfolio
2,203
Q1 2025 Added 0.55%
$0
$469 Million 0.37% of portfolio
6,963
Q4 2024 New
$0
$455 Million 0.36% of portfolio
10,633
Q1 2025 Reduced 2.82%
$0
$437 Million 0.35% of portfolio
931
Q1 2025 Added 0.11%
$0
$400 Million 0.32% of portfolio
12,795
Q1 2025 Added 113.89%
$0
$401 Million 0.32% of portfolio
5,815
Q1 2025 Added 115.61%
$0
$386 Million 0.31% of portfolio
6,545
Q4 2024 New
$0
$371 Million 0.3% of portfolio
664
Q1 2025 Added 0.3%
$265B
$275 Million 0.22% of portfolio
1,645
Q1 2025 Reduced 8.97%
$430B
$282 Million 0.22% of portfolio
2,370
Q4 2024 New
$0
$273 Million 0.22% of portfolio
651
Q1 2025 Added 0.46%
$0
$232 Million 0.19% of portfolio
3,961
Q1 2025 Added 0.69%
$0
$227 Million 0.18% of portfolio
8,751
Q1 2025 Added 60.6%

Summary

  • Portfolio
  • No. of Stocks 1,226
  • Current Value $125 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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