account_balance

Investment manager · 13F filer · SEC CIK 2042772

Parkwoods Wealth Partners, LLC

Reported value$705Mas of Sep 30, 2026
Positions179 14 new, 3 sold out
Top 10 weight57.2%DFAT alone is 9%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAT Dimensional ETF Trust 9.3% Added +7%
DFUV Dimensional ETF Trust 8.6% Added +3%
DFSD Dimensional ETF Trust 7.5% Added +18%
DFAC Dimensional ETF Trust 7.3% Added +44%
DFIV Dimensional ETF Trust 6.7% Held
DFUS Dimensional ETF Trust 6.4% Held
DFAS Dimensional ETF Trust 3.7% Added +11%
DFSV Dfa Invt Dimensions Group In 2.9% Added +30%
DISV Dimensional ETF Trust 2.7% Added +20%
DFAU Dimensional ETF Trust 2.2% Added +37%
DFGX Dimensional ETF Trust 2.1% Added +7%
DFAE Dimensional ETF Trust 2.0% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • GLDM $1.43M
  • DFEV $1.22M
  • SIVR $525K
  • AVIG $513K
arrow_upwardAdded
  • AVUS +424%
  • VTIP +107%
  • BSV +104%
  • DIHP +67%
arrow_downwardTrimmed
  • AMZN −9%
  • DGCB −6%
  • VEU −6%
  • DFLV −5%
remove_circleSold out
  • MO $212K
  • IJK $206K
  • IWC $206K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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