ko.io
Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Parkwoods Wealth Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Parkwoods Wealth Partners, LLC (CIK 2042772) reported $622.5M across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAT ($64.7M, 10.39%), DFUV ($58.5M, 9.40%), DFSD ($46.4M, 7.46%), DFIV ($45.3M, 7.28%), DFUS ($44.2M, 7.10%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFATDIMENSIONAL ETF TRUST$64.7M10.39%925,410Added
2DFUVDIMENSIONAL ETF TRUST$58.5M9.40%1.1MAdded
3DFSDDIMENSIONAL ETF TRUST$46.4M7.46%972,134Added
4DFIVDIMENSIONAL ETF TRUST$45.3M7.28%839,208Added
5DFUSDIMENSIONAL ETF TRUST$44.2M7.10%539,447Added
6DFACDIMENSIONAL ETF TRUST$35.5M5.71%800,965Added
7DFASDIMENSIONAL ETF TRUST$25.1M4.03%304,730Added
8DFSVDIMENSIONAL ETF TRUST$16.0M2.58%413,454Added
9DISVDIMENSIONAL ETF TRUST$14.8M2.37%367,558Added
10DFGXDIMENSIONAL ETF TRUST$14.5M2.33%270,512New
11DFAEDIMENSIONAL ETF TRUST$14.1M2.26%349,950Added
12DFCFDIMENSIONAL ETF TRUST$12.8M2.05%302,287Added
13DFAUDIMENSIONAL ETF TRUST$11.0M1.76%212,132Trimmed
14DUHPDIMENSIONAL ETF TRUST$8.3M1.34%200,033Added
15DFAIDIMENSIONAL ETF TRUST$8.3M1.33%200,565Added
16DFEMDIMENSIONAL ETF TRUST$8.1M1.29%198,267Added
17DUSBDIMENSIONAL ETF TRUST$7.7M1.24%151,487Added
18IVVISHARES TR$7.5M1.20%9,956Added
19DFGRDIMENSIONAL ETF TRUST$6.9M1.10%237,237Added
20VTIVANGUARD INDEX FDS$6.3M1.02%17,079Added
21BSVVANGUARD BD INDEX FDS$6.2M0.99%79,262Added
22DFICDIMENSIONAL ETF TRUST$5.7M0.92%153,329Added
23IEFAISHARES TR$5.7M0.92%59,294New
24AVDVAMERICAN CENTY ETF TR$5.5M0.88%53,100Added
25BSVOEA SERIES TRUST$5.0M0.80%171,369Trimmed

Source: SEC Form 13F filings · as of 2026-06-30