Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Parkworth Wealth Management, Inc. (CIK 2026602) reported $138.5M across 1,349 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: AVUS ($17.3M, 12.46%), DFAC ($16.3M, 11.77%), DFCF ($7.3M, 5.24%), BIV ($7.2M, 5.20%), AVDE ($7.1M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $17.3M | 12.46% | 171,198 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $16.3M | 11.77% | 454,937 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $7.3M | 5.24% | 171,578 | Added |
| 4 | BIV | VANGUARD BD INDEX FDS | $7.2M | 5.20% | 93,079 | Added |
| 5 | AVDE | AMERICAN CENTY ETF TR | $7.1M | 5.16% | 96,556 | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $7.0M | 5.03% | 224,264 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $4.5M | 3.27% | 49,774 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $4.4M | 3.18% | 81,620 | Trimmed |
| 9 | DFSD | DIMENSIONAL ETF TRUST | $3.9M | 2.83% | 81,610 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $3.7M | 2.70% | 54,519 | Added |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $3.6M | 2.63% | 86,301 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $3.6M | 2.58% | 45,460 | Added |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $3.6M | 2.58% | 120,549 | Added |
| 14 | ICSH | ISHARES TR | $3.5M | 2.50% | 68,411 | Added |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $3.0M | 2.15% | 46,687 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $2.9M | 2.07% | 9,451 | Added |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $2.7M | 1.96% | 40,485 | Trimmed |
| 18 | AVDV | AMERICAN CENTY ETF TR | $2.0M | 1.41% | 24,695 | Added |
| 19 | DISV | DIMENSIONAL ETF TRUST | $1.7M | 1.26% | 52,946 | Added |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $1.6M | 1.14% | 31,930 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 1.10% | 26,766 | Added |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $1.5M | 1.09% | 35,157 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $1.4M | 1.00% | 8,804 | Added |
| 24 | DUSB | DIMENSIONAL ETF TRUST | $1.4M | 0.98% | 26,692 | Trimmed |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $1.3M | 0.97% | 45,709 | Added |
Source: SEC Form 13F filings · as of 2025-06-30