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.
Stock Holdings Table
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