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.
Portfolio value
$139 Billion
ETFs: $127 Billion
Technology: $3.63 Billion
Communication Services: $623 Million
Financial Services: $569 Million
Energy: $557 Million
Consumer Cyclical: $317 Million
Utilities: $281 Million
Industrials: $228 Million
Other: $451 Million
Stock Holdings Table Market Cap. of $200 Billions or more
