Parkworth Wealth Management, Inc. Portfolio Holdings
Parkworth Wealth Management, Inc.
- $139 Billion
- Q2 2025
Parkworth Wealth Management, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 1352 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 $17.3B, Dimensional ETF Tr U S Core Eq with a value of $16.3B, Dimensional ETF Tr Core Fxd In with a value of $7.25B, Vanguard Bd Index Fd Inc Inter with a value of $7.2B, and American Centy ETF Tr Avantis with a value of $7.15B.
Examining the 13F form we can see an increase of $13.2B in the current position value, from $125B to 139B.
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.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,352
- Current Value $139 Billion
- Prior Value $125 Billion
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 179 stocks
- Additional Purchases 610 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks