Parkwoods Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 2042772 · latest 13F-HR filed 2026-04-13
Parkwoods Wealth Partners, LLC manages $407.9M in 13F-reported U.S. long-equity assets across 115 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAT (13.97%), DFUV (12.18%), DFIV (9.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 6, added to 44, and trimmed 28.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$407.9M
Long-equity book
115
Distinct positions
2026-03-31
Filed 2026-04-13
+9 / −6 / ↑44 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$9.9M +86.7%
- DIMENSIONAL ETF TRUST$6.5M +174.3%
- DIMENSIONAL ETF TRUST$5.8M +16.8%
- DIMENSIONAL ETF TRUST$5.8M +13.1%
- DIMENSIONAL ETF TRUST$5.3M +10.3%
Top Trims
- MICROSOFT CORP-$473.4K -19.7%
- ELI LILLY & CO-$273.3K -13.4%
- ISHARES TR-$209.2K -7.8%
- APPLE INC-$182.3K -14.1%
- BROWN & BROWN INC-$145.9K -18.2%
New Positions
- DIMENSIONAL ETF TRUST$303.2K
- CITIGROUP INC$236.7K
- ABBVIE INC$234.6K
- ORACLE CORP$226.7K
- ISHARES U S ETF TR$225.8K
Exited Positions
- DIMENSIONAL ETF TRUST$305.2K
- BANK AMERICA CORP$239.3K
- ABBOTT LABS$219.0K
- ALPHABET INC$209.9K
- HENRY JACK & ASSOC INC$209.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $57.0M | 13.97% | 912,352 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $49.7M | 12.18% | 1,024,876 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $40.6M | 9.94% | 768,451 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $37.2M | 9.11% | 524,268 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $25.5M | 6.26% | 657,444 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $21.3M | 5.23% | 445,859 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $20.5M | 5.04% | 288,879 | SH |
| 8 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $12.7M | 3.12% | 322,872 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $11.1M | 2.72% | 316,525 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $10.2M | 2.49% | 225,329 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $9.3M | 2.29% | 275,705 | SH |
| 12 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $7.5M | 1.84% | 148,262 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $6.4M | 1.57% | 164,478 | SH |
| 14 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $5.5M | 1.36% | 150,903 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $5.4M | 1.31% | 154,978 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $5.2M | 1.27% | 194,292 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $4.8M | 1.17% | 134,158 | SH |
| 18 | EA SERIES TRUST | BSVO | 02072L532 | $4.7M | 1.16% | 186,004 | SH |
| 19 | VANGUARD BD INDEX FDS | BSV | 921937827 | $4.2M | 1.02% | 53,310 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $3.4M | 0.83% | 99,136 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $3.2M | 0.79% | 96,292 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $2.7M | 0.65% | 35,941 | SH |
| 23 | ISHARES TR | ITOT | 464287150 | $2.5M | 0.60% | 17,271 | SH |
| 24 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $2.4M | 0.60% | 22,062 | SH |
| 25 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $2.4M | 0.59% | 24,062 | SH |
| 26 | JANUS DETROIT STR TR | JAAA | 47103U845 | $2.4M | 0.59% | 47,466 | SH |
| 27 | VANGUARD INDEX FDS | VOO | 922908363 | $2.2M | 0.53% | 3,648 | SH |
| 28 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $2.0M | 0.49% | 61,679 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 0.47% | 5,221 | SH |
| 30 | VANGUARD MALVERN FDS | VTIP | 922020805 | $1.9M | 0.47% | 38,694 | SH |
| 31 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $1.8M | 0.45% | 30,829 | SH |
| 32 | ELI LILLY & CO | LLY | 532457108 | $1.8M | 0.43% | 1,924 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $1.5M | 0.37% | 27,890 | SH |
| 34 | ISHARES TR | SUB | 464288158 | $1.5M | 0.37% | 14,067 | SH |
| 35 | EA SERIES TRUST | BOXX | 02072L565 | $1.3M | 0.33% | 11,556 | SH |
| 36 | ISHARES TR | TFLO | 46434V860 | $1.3M | 0.32% | 25,492 | SH |
| 37 | GE AEROSPACE | GE | 369604301 | $1.1M | 0.27% | 3,893 | SH |
| 38 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.0M | 0.26% | 3,555 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $1.0M | 0.25% | 28,930 | SH |
| 40 | VANGUARD INDEX FDS | VTI | 922908769 | $998.4K | 0.24% | 3,112 | SH |
| 41 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $906.7K | 0.22% | 11,248 | SH |
| 42 | APPLE INC | AAPL | 037833100 | $899.3K | 0.22% | 3,544 | SH |
| 43 | GE VERNOVA INC | GEV | 36828A101 | $845.8K | 0.21% | 969 | SH |
| 44 | AMAZON COM INC | AMZN | 023135106 | $836.8K | 0.21% | 4,018 | SH |
| 45 | NVIDIA CORPORATION | NVDA | 67066G104 | $814.8K | 0.20% | 4,672 | SH |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $748.5K | 0.18% | 1,562 | SH |
| 47 | ISHARES TR | IDEV | 46435G326 | $689.4K | 0.17% | 8,249 | SH |
| 48 | CENTRAL SECS CORP | CET | 155123102 | $679.2K | 0.17% | 13,678 | SH |
| 49 | BROWN & BROWN INC | BRO | 115236101 | $655.5K | 0.16% | 10,052 | SH |
| 50 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $653.1K | 0.16% | 8,105 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $407.9M | 115 | 0002042772-26-000002 |
| 2025-12-31 | 2026-01-15 | $339.9M | 112 | 0002042772-26-000001 |