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Parkwoods Wealth Partners - Q4 2025 13F Filings

PA

Parkwoods Wealth Partners, LLC

CIK: 0002042772
Address: New York Syracuse 507 Plum Street Ste 320
$339.92 M
Portfolio Value
108
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFSD Dimensional Short-Duration Fixed Income Etf
+$6.78 M
2. DFIV Dimensional International Value Etf
+$2.18 M
3. DFSV Dimensional Us Small Cap Value Etf
+$1.96 M
4. DISV Dimensional International Small Cap Value Etf
+$1.69 M
5. DFAI Dimensional International Core Equity Market Etf
+$1.5 M

Top Sells

Q4 2025
1. HD The Home Depot
−$200,569
2. BSVO Ea Bridgeway Omni Small-Cap Value Etf
−$116,849.49
3. DFAX Dimensional World Ex Us Core Equity 2 Etf
−$73,806.25
4. AVDV Avantis International Small Cap Value Etf
−$69,725.75
5. QUAL Ishares Msci Usa Quality Factor Etf
−$52,437.26

Asset Allocation

Stocks/ETFs
+15.97%
$338.35 M 99.54%
Options
$0 0.00%
Debt
$0 0.00%
Other
+17.25%
$1.57 M 0.46%

Sector Allocation (Stocks)

Parkwoods Wealth Partners Q4 2025 Filing Summary

Parkwoods Wealth Partners, LLC filed its 13F report for Q4 2025 on January 15, 2026. The portfolio totaled 339.92 M reflecting a +15.97% change from the prior quarter, spanning 108 assets. The top 10 holdings comprised 72.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Parkwoods Wealth Partners’s Q4 2025 Filing

Parkwoods Wealth Partners submitted their Form 13F-HR for the Q4 2025 period on 01/15/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Parkwoods Wealth Partners reported a managed portfolio value of 339.92 M, consisting of 112 individual positions.

This page displays the raw filing documents. To see which stocks Parkwoods Wealth Partners bought or sold during Q4 2025, please visit Parkwoods Wealth Partners's Portfolio Analysis page.