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Parkwoods Wealth Partners - Q2 2026 13F Filings

PA

Parkwoods Wealth Partners, LLC

CIK: 0002042772
Address: New York Syracuse 507 Plum Street Ste 320
$622.45 M
Portfolio Value
168
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFSD Dimensional Short-Duration Fixed Income Etf
+$25.13 M
2. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$14.5 M
3. DFCF Dimensional Core Fixed Income Etf
+$12.45 M
4. IVV Ishares Core S&P 500 Etf
+$6.87 M
5. DFAC Dimensional Us Core Equity 2 Etf
+$6.37 M

Top Sells

Q2 2026
1. TFLO Ishares Treasury Floating Rate Bond Etf
−$991,284.14
2. DFAU Dimensional Us Core Equity Market Etf
−$682,152.55
3. BSVO Ea Bridgeway Omni Small-Cap Value Etf
−$427,191.29
4. JAAA Janus Henderson Aaa Clo Etf
−$259,166.36
5. META Meta Platforms
−$87,348.12

Asset Allocation

Stocks/ETFs
+52.59%
$622.45 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Parkwoods Wealth Partners Q2 2026 Filing Summary

Parkwoods Wealth Partners, LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 622.45 M reflecting a +52.59% change from the prior quarter, spanning 168 assets. The top 10 holdings comprised 58.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 57 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Parkwoods Wealth Partners’s Q2 2026 Filing

Parkwoods Wealth Partners submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Parkwoods Wealth Partners reported a managed portfolio value of 622.45 M, consisting of 172 individual positions.

This page displays the raw filing documents. To see which stocks Parkwoods Wealth Partners bought or sold during Q2 2026, please visit Parkwoods Wealth Partners's Portfolio Analysis page.