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.

Portfolio value $1.14 Trillion
ETFs: $5.21 Billion
Energy: $4.42 Billion
Financial Services: $2.07 Billion
Technology: $653 Million
Consumer Defensive: $311 Million
Basic Materials: $218 Million
Healthcare: $161 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $1.14 Trillion
  • Prior Value $981 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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