Q2 2026 13F · SEC CIK 2042772

Parkwoods Wealth Partners, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $622.5M
Reported positions: 168
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.8B

Parkwoods Wealth Partners, LLC is a wealth manager that reported 168 positions worth $622.5M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Dimensional U.s. Targeted Value (DFAT, 10.4%), Dimensional U.s. Marketwide Val (DFUV, 9.4%), Dimensional ETF Trust (DFSD, 7.5%).

Parkwoods Wealth Partners, LLC holdings largest 50 of 168 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Parkwoods Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFATDimensional U.s. Targeted Value	10.4%	14.0%	925,410	+1.4%	$64.7M
DFUVDimensional U.s. Marketwide Val	9.4%	12.2%	1,063,093	+3.7%	$58.5M
DFSDDimensional ETF Trust	7.5%	5.2%	972,134	+118.0%	$46.4M
DFIVDimensional ETF Trust	7.3%	9.9%	839,208	+9.2%	$45.3M
DFUSDimensional ETF Trust	7.1%	9.1%	539,447	+2.9%	$44.2M
DFACDimensional U.s. Core Equity 2	5.7%	6.3%	800,965	+21.8%	$35.5M
DFASDimensional ETF Trust	4.0%	5.0%	304,730	+5.5%	$25.1M
DFSVDfa U.s. Small Cap Value ETF	2.6%	2.7%	413,454	+30.6%	$16.0M
DISVDimensional ETF Trust	2.4%	3.1%	367,558	+13.8%	$14.8M
DFGXDimensional ETF Trust	2.3%	—	270,512	—	$14.5M
DFAEDimensional ETF Trust	2.3%	2.3%	349,950	+26.9%	$14.1M
DFCFDimensional ETF Trust	2.0%	—	302,287	—	$12.8M
DFAUDimensional US Core Equity Market ETF	1.8%	2.5%	212,132	-5.9%	$11.0M
DUHPDimensional ETF Trust	1.3%	1.4%	200,033	+32.6%	$8.3M
DFAIDimensional International Core Equity Ma	1.3%	1.6%	200,565	+21.9%	$8.3M
DFEMDimensional	1.3%	1.3%	198,267	+27.9%	$8.1M
DUSBDimensional ETF Trust	1.2%	1.8%	151,487	+2.2%	$7.7M
IVVIshares Core S&p 500 ETF	1.2%	—	9,956	—	$7.5M
DFGRDimensional ETF Trust	1.1%	1.3%	237,237	+22.1%	$6.9M
VTIVanguard Index Fds	1.0%	0.2%	17,079	+448.8%	$6.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.0%	1.0%	79,262	+48.7%	$6.2M
IEFAIshares Core Msci Eafe ETF	0.9%	—	59,294	—	$5.7M
DFICDfa Dimensional Intl Core Equit	0.9%	1.2%	153,329	+14.3%	$5.7M
AVDVAvantis International Small Cap Value Et	0.9%	0.6%	53,100	+120.7%	$5.5M
BSVOEa Bridgeway Omni Small-Cap Value ETF	0.8%	1.2%	171,369	-7.9%	$5.0M
DFISDimensional ETF Trust	0.7%	0.8%	130,671	+35.7%	$4.6M
AVUVAvantis US Small Cap Value ETF	0.7%	0.6%	36,609	+65.9%	$4.6M
SCHXSchwab Stratgc Tr	0.6%	—	134,489	—	$4.0M
AAPLApple Inc	0.6%	0.3%	12,698	+190.4%	$3.7M
DFAXDimensional World Ex U.s. Core	0.6%	0.8%	96,971	-2.2%	$3.6M
DFAWDimensional ETF Trust	0.5%	0.7%	40,968	+14.0%	$3.4M
DGCBDimensional ETF Trust	0.5%	—	61,927	—	$3.4M
VEUVanguard FTSE All	0.5%	—	39,111	—	$3.3M
VOOVanguard S&p 500 ETF	0.5%	0.5%	4,757	+30.4%	$3.3M
DFLVDimensional ETF Trust	0.5%	0.3%	82,407	+184.8%	$3.3M
LLYLilly Eli & Co	0.5%	0.4%	2,513	+30.6%	$3.0M
MSFTMicrosoft Corp	0.5%	0.5%	7,895	+51.2%	$2.9M
ITOTIshares Total US Stock Market ETF	0.5%	0.6%	17,613	+2.0%	$2.9M
SCHFSchwab Intl Equity	0.5%	—	103,038	—	$2.9M
VTIPVanguard Malvern Fds	0.5%	0.5%	56,062	+44.9%	$2.8M
REETIshares Tr	0.4%	—	100,410	—	$2.8M
DIHPDimensional ETF Trust	0.4%	0.5%	73,052	+18.4%	$2.5M
SUBIshares Tr	0.4%	0.4%	22,753	+61.7%	$2.4M
IJRIshares Core S&p Small Cap ETF	0.4%	—	15,693	—	$2.3M
JAAAJanus Detroit Str Tr	0.3%	0.6%	42,333	-10.8%	$2.1M
VGITVanguard Intermediate Treasury ETF	0.3%	0.5%	32,752	+6.2%	$1.9M
DFGPDimensional ETF Trust	0.3%	0.4%	33,909	+21.6%	$1.8M
NVDANvidia Corporation Com	0.3%	0.3%	9,012	+43.7%	$1.8M
SCHCSchwab Strategic Tr	0.3%	—	34,406	—	$1.7M
AVLVAmerican Centy Tr ETF Avantis U S Large	0.3%	0.2%	18,016	+60.2%	$1.6M

What Parkwoods Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$622.5M	168
Q1 2026	$407.9M	111
Q4 2025	$339.9M	108
Q3 2025	$293.1M	96
Q2 2025	$173.3M	75
Q1 2025	$148.0M	55
Q4 2024	$125.7M	33
Q3 2024	$121.6M	31

Questions about Parkwoods Wealth Partners, LLC's portfolio

What stocks does Parkwoods Wealth Partners, LLC own?

Parkwoods Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 168 positions worth $622.5M. The largest are Dimensional U.s. Targeted Value (DFAT) at 10.4%, Dimensional U.s. Marketwide Val (DFUV) at 9.4%, Dimensional ETF Trust (DFSD) at 7.5%, Dimensional ETF Trust (DFIV) at 7.3% and Dimensional ETF Trust (DFUS) at 7.1%.

What did Parkwoods Wealth Partners, LLC buy last quarter?

In Q2 2026, Parkwoods Wealth Partners, LLC added Vanguard Index Fds (VTI) (+448.8% shares), Apple Inc (AAPL) (+190.4% shares) and Dimensional ETF Trust (DFLV) (+184.8% shares), compared with its Q1 2026 filing.

What did Parkwoods Wealth Partners, LLC sell last quarter?

In Q2 2026, Parkwoods Wealth Partners, LLC cut from its top 50 Ea Series Trust (BOXX), cut from its top 50 Ishares Tr (TFLO), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ge Vernova Inc (GEV), Janus Detroit Str Tr (JAAA) (-10.8% shares), Ea Bridgeway Omni Small-Cap Value ETF (BSVO) (-7.9% shares) and Dimensional US Core Equity Market ETF (DFAU) (-5.9% shares), compared with its Q1 2026 filing.

When is Parkwoods Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Parkwoods Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Parkwoods Wealth Partners, LLC manage?

Parkwoods Wealth Partners, LLC reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $622.5M.