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PARKWOODS WEALTH PARTNERS, LLC 13F portfolio summary

PARKWOODS WEALTH PARTNERS, LLC of PARKWOODS WEALTH PARTNERS, LLC has 111 current stock holdings with a reported portfolio value of $407.9M. The portfolio 1 year return is +19.86%. Top holdings include SPY (0.00%), QQQ (0.00%), BSV (0.00%), DFAT (14.15%), DFUV (12.33%).

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PARKWOODS WEALTH PARTNERS, LLC

PARKWOODS WEALTH PARTNERS, LLC
Latest filing: 2026-03-31

PARKWOODS WEALTH PARTNERS, LLC runs PARKWOODS WEALTH PARTNERS, LLC and currently holds 111 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $407.93M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PARKWOODS WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PARKWOODS WEALTH PARTNERS, LLC's portfolio at PARKWOODS WEALTH PARTNERS, LLC has delivered returns of +19.86%. Their 3-year annualized return is +16.26%. Looking at the 5-year horizon, PARKWOODS WEALTH PARTNERS, LLC has achieved +16.26% annualized returns at PARKWOODS WEALTH PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.86%
#0/1000
3 Year
+16.26%
#0/1000
5 Year
+16.26%
#0/1000

Portfolio Value

$407.93M

Alpha Score

15.5

#0 of 1000

Holdings

111

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change