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 ETF Trust (DFAT, 10.4%), Dimensional ETF Trust (DFUV, 9.4%), Dimensional Short-Duration Fixed Income (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 ETF Trust	10.4%	14.0%	925,410	+1.4%	$64.7M
DFUVDimensional ETF Trust	9.4%	12.2%	1,063,093	+3.7%	$58.5M
DFSDDimensional Short-Duration Fixed Income	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 ETF Trust	5.7%	6.3%	800,965	+21.8%	$35.5M
DFASDimensional ETF Trust	4.0%	5.0%	304,730	+5.5%	$25.1M
DFSVDimensional US Small Cap	2.6%	2.7%	413,454	+30.6%	$16.0M
DISVDimensional ETF Trust	2.4%	3.1%	367,558	+13.8%	$14.8M
DFGXDimensional Global ex US Core Fixed Inco	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 ETF Trust	1.8%	2.5%	212,132	-5.9%	$11.0M
DUHPDimensional ETF Trust	1.3%	1.4%	200,033	+32.6%	$8.3M
DFAIDimensional ETF Trust	1.3%	1.6%	200,565	+21.9%	$8.3M
DFEMDimensional ETF Trust	1.3%	1.3%	198,267	+27.9%	$8.1M
DUSBDimensional Ultrashort Fixed Income ETF	1.2%	1.8%	151,487	+2.2%	$7.7M
IVVIshares Tr	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	1.0%	1.0%	79,262	+48.7%	$6.2M
IEFAIshares Tr	0.9%	—	59,294	—	$5.7M
DFICDimensional ETF Trust	0.9%	1.2%	153,329	+14.3%	$5.7M
AVDVAmerican Centy ETF Tr	0.9%	0.6%	53,100	+120.7%	$5.5M
BSVOEa Series Trust	0.8%	1.2%	171,369	-7.9%	$5.0M
DFISDimensional ETF Trust	0.7%	0.8%	130,671	+35.7%	$4.6M
AVUVAmerican Centy ETF Tr	0.7%	0.6%	36,609	+65.9%	$4.6M
SCHXSchwab Strategic Tr	0.6%	—	134,489	—	$4.0M
AAPLApple Inc	0.6%	0.3%	12,698	+190.4%	$3.7M
DFAXDimensional ETF Trust	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 Intl Equity Index F	0.5%	—	39,111	—	$3.3M
VOOVanguard Index Fds	0.5%	0.5%	4,757	+30.4%	$3.3M
DFLVDimensional ETF Trust	0.5%	0.3%	82,407	+184.8%	$3.3M
LLYEli Lilly & Co	0.5%	0.4%	2,513	+30.6%	$3.0M
MSFTMicrosoft Corp	0.5%	0.5%	7,895	+51.2%	$2.9M
ITOTIshares Tr	0.5%	0.6%	17,613	+2.0%	$2.9M
SCHFSchwab Strategic Tr	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 International High Profitabi	0.4%	0.5%	73,052	+18.4%	$2.5M
SUBIshares Tr	0.4%	0.4%	22,753	+61.7%	$2.4M
IJRIshares Tr	0.4%	—	15,693	—	$2.3M
JAAAJanus Detroit Str Tr	0.3%	0.6%	42,333	-10.8%	$2.1M
VGITVanguard Scottsdale Fds	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	0.3%	0.3%	9,012	+43.7%	$1.8M
SCHCSchwab Strategic Tr	0.3%	—	34,406	—	$1.7M
AVLVAmerican Centy ETF Tr	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.

Added to

VTI Vanguard Index Fds+448.8% shares
AAPL Apple Inc+190.4% shares
DFLV Dimensional ETF Trust+184.8% shares
AVDV American Centy ETF Tr+120.7% shares
DFSD Dimensional Short-Duration Fixed Income +118.0% shares
AVUV American Centy ETF Tr+65.9% shares
SUB Ishares Tr+61.7% shares
AVLV American Centy ETF Tr+60.2% shares

Reduced

Left the top 50

BOXX Ea Series Trustwas 0.3%
TFLO Ishares Trwas 0.3%
GE Ge Aerospacewas 0.3%
JPM Jpmorgan Chase & Cowas 0.3%
GEV Ge Vernova Incwas 0.2%
AMZN Amazon Com Incwas 0.2%
BRK-B Berkshire Hathaway Inc Delwas 0.2%
IDEV Ishares Trwas 0.2%

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 ETF Trust (DFAT) at 10.4%, Dimensional ETF Trust (DFUV) at 9.4%, Dimensional Short-Duration Fixed Income (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 Series Trust (BSVO) (-7.9% shares) and Dimensional ETF Trust (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.