Rockwood Wealth Management, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Trillion distributed in 106 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 $382B, American Centy ETF Tr Avantis with a value of $188B, Blackrock Short Maturity Munic with a value of $95.9B, Spdr Portfolio Short Term Corp with a value of $61.7B, and American Centy ETF Tr Avantis with a value of $60.1B.
Examining the 13F form we can see an increase of $155B in the current position value, from $981B to 1.14T.
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.