Rockwood Wealth Management, LLC Portfolio Holdings

Rockwood Wealth Management, LLC

  • $1.25 Trillion
  • Q3 2025

Rockwood Wealth Management, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.25 Trillion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $425B, American Centy ETF Tr Avantis with a value of $222B, Blackrock Short Maturity Munic with a value of $102B, Spdr Portfolio Short Term Corp with a value of $64.6B, and American Centy ETF Tr Avantis with a value of $63.4B.

Examining the 13F form we can see an increase of $115B in the current position value, from $1.14T to 1.25T.

Rockwood Wealth Management, LLC is based out at New Hope, PA

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

Portfolio value $1.25 Trillion
ETFs: $5.64 Billion
Energy: $4.38 Billion
Financial Services: $2.51 Billion
Technology: $1.17 Billion
Consumer Defensive: $288 Million
Basic Materials: $250 Million
Industrials: $215 Million
Healthcare: $53.8 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$425 Billion 33.97% of portfolio
11,022,086
Q3 2025 Added 3.37%
$0
$222 Billion 17.71% of portfolio
2,808,323
Q3 2025 Added 10.26%
$0
$102 Billion 8.18% of portfolio
2,027,539
Q3 2025 Added 6.25%
$0
$64.6 Billion 5.16% of portfolio
2,132,703
Q3 2025 Added 4.36%
$0
$63.4 Billion 5.06% of portfolio
582,896
Q3 2025 Reduced 2.15%
$0
$60.4 Billion 4.82% of portfolio
1,840,676
Q3 2025 Reduced 3.58%
$0
$59.7 Billion 4.77% of portfolio
1,862,470
Q3 2025 Added 15.59%
$0
$39.8 Billion 3.18% of portfolio
530,347
Q3 2025 Reduced 4.09%
$0
$31.5 Billion 2.51% of portfolio
295,362
Q3 2025 Reduced 3.7%
$0
$29.9 Billion 2.39% of portfolio
881,574
Q3 2025 Added 6.05%
Dimensional ETF Trust
-
$19.5 Billion 1.56% of portfolio
-
Q3 2025 Added 33.24%
$0
$16.7 Billion 1.33% of portfolio
182,436
Q3 2025 Reduced 6.65%
$0
$11.3 Billion 0.9% of portfolio
18,418
Q3 2025 Added 2.34%
$0
$11.1 Billion 0.89% of portfolio
232,908
Q3 2025 Reduced 6.8%
$0
$5.64 Billion 0.45% of portfolio
17,172
Q3 2025 Added 0.26%
$0
$5.25 Billion 0.42% of portfolio
49,127
Q3 2025 Reduced 0.69%
$0
$4.18 Billion 0.33% of portfolio
175,209
Q3 2025 Reduced 4.77%
$0
$3.33 Billion 0.27% of portfolio
105,978
Q3 2025 Reduced 0.17%
$0
$3.05 Billion 0.24% of portfolio
38,130
Q3 2025 Reduced 1.72%
$0
$2.82 Billion 0.23% of portfolio
5,875
Q2 2025 Reduced 7.17%
$0
$2.6 Billion 0.21% of portfolio
52,020
Q3 2025 Reduced 15.56%
$0
$2.32 Billion 0.19% of portfolio
48,055
Q3 2025 Reduced 0.1%
$0
$2.34 Billion 0.19% of portfolio
35,900
Q3 2025 Reduced 15.7%
$52B
$2.26 Billion 0.18% of portfolio
131,573
Q3 2025 Added 0.38%
$0
$2.15 Billion 0.17% of portfolio
36,964
Q3 2025 Added 32.28%
$0
$1.8 Billion 0.14% of portfolio
15,144
Q2 2025 Reduced 5.59%
$0
$1.69 Billion 0.14% of portfolio
3,610
Q3 2025 Reduced 0.33%
$0
$1.73 Billion 0.14% of portfolio
19,809
Q3 2025 Added 12.39%
$0
$1.8 Billion 0.14% of portfolio
6,138
Q3 2025 Added 2.59%
$0
$1.67 Billion 0.13% of portfolio
16,814
Q3 2025 Added 0.64%
$0
$1.63 Billion 0.13% of portfolio
2,722
Q3 2025 Added 1.34%
$429B
$1.51 Billion 0.12% of portfolio
2
Q2 2025 Reduced 33.33%
Dimensional ETF Trust
-
$1.55 Billion 0.12% of portfolio
-
Q3 2025 Added 5.16%
$0
$1.53 Billion 0.12% of portfolio
22,331
Q2 2025 Added 139.32%
$0
$1.53 Billion 0.12% of portfolio
2,045
Q3 2025 Reduced 11.66%
$0
$1.47 Billion 0.12% of portfolio
5,792
Q3 2025 Reduced 0.82%
$0
$1.49 Billion 0.12% of portfolio
46,732
Q3 2025 Added 16.21%
$0
$1.38 Billion 0.11% of portfolio
2,070
Q2 2025 Added 62.74%
$0
$1.39 Billion 0.11% of portfolio
25,609
Q3 2025 Added 2.08%
$0
$1.37 Billion 0.11% of portfolio
3,753
Q2 2025 Reduced 9.63%
$0
$1.31 Billion 0.1% of portfolio
16,637
Q3 2025 Added 6.04%
$0
$1.19 Billion 0.09% of portfolio
9,833
Q3 2025 Added 8.58%
$0
$1.11 Billion 0.09% of portfolio
5,943
Q2 2025 Reduced 0.37%
$0
$971 Million 0.08% of portfolio
12,389
Q3 2025 Added 0.02%
$0
$828 Million 0.07% of portfolio
2,690
Q4 2024 Reduced 3.45%
$67B
$914 Million 0.07% of portfolio
29,218
Q4 2024 Added 2.37%
$425M
$740 Million 0.06% of portfolio
46,719
Q2 2025 Added 122.64%
$0
$755 Million 0.06% of portfolio
3,500
Q1 2025 Reduced 0.62%
$0
$776 Million 0.06% of portfolio
5,451
Q3 2025 Reduced 0.15%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $1.25 Trillion
  • Prior Value $1.14 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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