CIK 2042772
Parkwoods Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
108
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 108
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAR | DIMENSIONAL ETF TRUST | 27K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 875 | $500K+ | SH |
| QUAL | ISHARES TR | 3K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 834 | $500K+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| MCK | MCKESSON CORP | 604 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 9K | $100K–$500K | SH |
| SUB | ISHARES TR | 5K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 6K | $100K–$500K | SH |
| META | META PLATFORMS INC | 694 | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 5K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| USRT | ISHARES TR | 7K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| DCO | DUCOMMUN INC DEL | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| IWB | ISHARES TR | 893 | $100K–$500K | SH |
| EFV | ISHARES TR | 5K | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 366 | $100K–$500K | SH |
| CYH | COMMUNITY HEALTH SYS INC NEW | 99K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 950 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| DFCA | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 309 | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 853 | $100K–$500K | SH |
| DFCF | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| XTL | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 669 | $100K–$500K | SH |