Rockwood Wealth Management, LLC Portfolio Holdings

Rockwood Wealth Management, LLC

  • $1.14 Trillion
  • Q2 2025

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
$0
$382 Billion 33.62% of portfolio
10,662,349
Q2 2025 Added 4.89%
$0
$188 Billion 16.59% of portfolio
2,546,918
Q2 2025 Reduced 10.46%
$0
$95.9 Billion 8.44% of portfolio
1,908,282
Q2 2025 Added 6.62%
$0
$61.7 Billion 5.43% of portfolio
2,043,547
Q2 2025 Added 3.52%
$0
$60.1 Billion 5.28% of portfolio
595,701
Q2 2025 Added 53.63%
$0
$59.4 Billion 5.22% of portfolio
1,909,093
Q2 2025 Added 33.49%
$0
$47.8 Billion 4.21% of portfolio
1,611,248
Q2 2025 Reduced 1.54%
$0
$37.9 Billion 3.33% of portfolio
552,985
Q2 2025 Added 41.2%
$0
$32 Billion 2.82% of portfolio
306,696
Q2 2025 Added 8,381.64%
$0
$27.9 Billion 2.46% of portfolio
831,272
Q2 2025 Added 3.77%
$0
$17.4 Billion 1.53% of portfolio
195,424
Q2 2025 Reduced 27.17%
Dimensional ETF Trust
-
$14.4 Billion 1.26% of portfolio
-
Q2 2025 Added 188.57%
$0
$11.5 Billion 1.01% of portfolio
249,904
Q2 2025 Reduced 31.09%
$0
$10.2 Billion 0.9% of portfolio
17,997
Q2 2025 Reduced 21.85%
$0
$5.31 Billion 0.47% of portfolio
8,558
Q2 2025 Reduced 2.04%
$0
$5.21 Billion 0.46% of portfolio
17,127
Q2 2025 Added 6.46%
$0
$4.32 Billion 0.38% of portfolio
183,985
Q2 2025 Reduced 7.18%
$0
$3.08 Billion 0.27% of portfolio
38,799
Q2 2025 Reduced 12.75%
$0
$3.12 Billion 0.27% of portfolio
106,159
Q2 2025 Reduced 0.36%
$0
$3.02 Billion 0.27% of portfolio
61,608
Q2 2025 Reduced 42.73%
$0
$2.58 Billion 0.23% of portfolio
5,875
Q2 2025 Reduced 7.17%
$0
$2.64 Billion 0.23% of portfolio
42,588
Q2 2025 Reduced 6.11%
$54.7B
$2.38 Billion 0.21% of portfolio
131,072
Q2 2025 Reduced 0.46%
$0
$2.31 Billion 0.2% of portfolio
48,103
Q2 2025 Reduced 3.25%
$0
$1.66 Billion 0.15% of portfolio
15,144
Q2 2025 Reduced 5.59%
$0
$1.67 Billion 0.15% of portfolio
5,983
Q2 2025 Reduced 8.19%
$0
$1.54 Billion 0.14% of portfolio
2,315
Q2 2025 Reduced 9.61%
$0
$1.54 Billion 0.14% of portfolio
3,622
Q2 2025 Reduced 10.77%
$0
$1.47 Billion 0.13% of portfolio
17,625
Q2 2025 Reduced 0.26%
$0
$1.48 Billion 0.13% of portfolio
2,686
Q2 2025 Added 51.67%
$0
$1.51 Billion 0.13% of portfolio
27,944
Q2 2025 Reduced 34.67%
$0
$1.52 Billion 0.13% of portfolio
16,707
Q1 2025 Added 4.37%
$0
$1.42 Billion 0.13% of portfolio
22,331
Q2 2025 Added 139.32%
$435B
$1.46 Billion 0.13% of portfolio
2
Q2 2025 Reduced 33.33%
Dimensional ETF Trust
-
$1.37 Billion 0.12% of portfolio
-
Q2 2025 New
$0
$1.38 Billion 0.12% of portfolio
5,840
Q2 2025 Reduced 2.39%
$0
$1.27 Billion 0.11% of portfolio
3,753
Q2 2025 Reduced 9.63%
$0
$1.23 Billion 0.11% of portfolio
15,690
Q2 2025 Reduced 14.55%
$0
$1.28 Billion 0.11% of portfolio
2,070
Q2 2025 Added 62.74%
$0
$1.24 Billion 0.11% of portfolio
25,087
Q2 2025 Added 6.37%
$0
$1.18 Billion 0.1% of portfolio
40,213
Q2 2025 Added 21.53%
$0
$997 Million 0.09% of portfolio
9,056
Q1 2025 Reduced 4.22%
$0
$1.05 Billion 0.09% of portfolio
5,943
Q2 2025 Reduced 0.37%
$0
$879 Million 0.08% of portfolio
14,690
Q2 2025 Added 18.47%
$0
$900 Million 0.08% of portfolio
12,386
Q2 2025 Added 22.67%
$69.2B
$906 Million 0.08% of portfolio
29,218
Q4 2024 Added 2.37%
$0
$825 Million 0.07% of portfolio
8,210
Q2 2025 New
$0
$757 Million 0.07% of portfolio
5,459
Q2 2025 Added 0.15%
$0
$768 Million 0.07% of portfolio
2,690
Q4 2024 Reduced 3.45%

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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