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 Market Cap. of $200 Billions or more
