PARKWOODS WEALTH PARTNERS, LLC 13F Portfolio
PARKWOODS WEALTH PARTNERS, LLC runs PARKWOODS WEALTH PARTNERS, LLC and currently holds 168 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $622.45M. Their top holdings are DFAT, DFUV, DFSD, DFIV, DFUS. The top five represent 41.6% of reported portfolio weight. PARKWOODS WEALTH PARTNERS, LLC ranks #820 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PARKWOODS WEALTH PARTNERS, LLC initiated 27 new positions. They added to 64 existing positions. They trimmed 6 positions. Their current best-performing preview position is TGTX with returns of +65.38%.
Portfolio Value
$622.45M
Alpha Score
26.0
#820 of 1000
Holdings
168
PARKWOODS WEALTH PARTNERS, LLC Current 13F Holdings
Reported holdings from PARKWOODS WEALTH PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
168 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAT DIMENSIONAL ETF TRUST | 10.39% | $56.60 | $67.30 | +18.90% | Added +1.43% |
 DFUV DIMENSIONAL ETF TRUST | 9.40% | $43.42 | $55.80 | +28.51% | Added +3.73% |
 DFSD DIMENSIONAL ETF TRUST | 7.46% | $47.85 | $46.66 | -2.49% | Added +118.04% |
 DFIV DIMENSIONAL ETF TRUST | 7.28% | $43.02 | $55.43 | +28.84% | Added +9.21% |
 DFUS DIMENSIONAL ETF TRUST | 7.10% | $65.25 | $84.78 | +29.92% | Added +2.90% |
 DFAC DIMENSIONAL ETF TRUST | 5.71% | $38.35 | $45.31 | +18.14% | Added +21.83% |
 DFAS DIMENSIONAL ETF TRUST | 4.03% | $66.77 | $78.35 | +17.34% | Added +5.49% |
 DFSV DIMENSIONAL ETF TRUST | 2.58% | $34.28 | $37.93 | +10.63% | Added +30.62% |
 DISV DIMENSIONAL ETF TRUST | 2.37% | $35.89 | $42.66 | +18.86% | Added +13.84% |
 DFGX DIMENSIONAL ETF TRUST | 2.33% | $53.59 | $51.46 | -3.97% | New Buy |
Showing 1-10 of 168