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Parkwoods Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 2042772 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Parkwoods Wealth Partners, LLC manages $622.5M in 13F-reported U.S. long-equity assets across 172 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAT (10.39%), DFUV (9.40%), DFSD (7.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 57 new positions, exited 0, added to 93, and trimmed 9.

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.

Filer Information
Address
507 PLUM STREET
STE 320
SYRACUSE, NY 13204
Phone
(315) 757-1101
Filing Manager
Parkwoods Wealth Partners, LLC
SYRACUSE, NY
Signatory
CHRISTOPHER H. GARDNER
CHIEF COMPLIANCE OFFICER/MEMBER
Loading holdings…
AUM

$622.5M

Long-equity book

Holdings

172

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+57 / −0 / ↑93 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$25.1M +117.4%
  • DIMENSIONAL ETF TRUST$12.4M +3957.7%
  • DIMENSIONAL ETF TRUST$10.0M +39.1%
  • DIMENSIONAL ETF TRUST$8.8M +17.7%
  • DIMENSIONAL ETF TRUST$7.7M +13.5%
Show all 93 →

Top Trims

  • ISHARES TR-$991.3K -76.8%
  • JANUS DETROIT STR TR-$253.5K -10.6%
  • META PLATFORMS INC-$96.6K -16.0%
  • MCKESSON CORP-$64.0K -12.3%
  • VANGUARD STAR FDS-$44.9K -12.4%
Show all 9 →

New Positions

  • DIMENSIONAL ETF TRUST$14.5M
  • ISHARES TR$5.7M
  • SCHWAB STRATEGIC TR$4.0M
  • DIMENSIONAL ETF TRUST$3.4M
  • VANGUARD INTL EQUITY INDEX F$3.3M
Show all 57 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 $64.7M 10.39% 925,410 SH
2 DIMENSIONAL ETF TRUST DFUV 25434V724 $58.5M 9.40% 1,063,093 SH
3 DIMENSIONAL ETF TRUST DFSD 25434V864 $46.4M 7.46% 972,134 SH
4 DIMENSIONAL ETF TRUST DFIV 25434V807 $45.3M 7.28% 839,208 SH
5 DIMENSIONAL ETF TRUST DFUS 25434V401 $44.2M 7.10% 539,447 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $35.5M 5.71% 800,965 SH
7 DIMENSIONAL ETF TRUST DFAS 25434V500 $25.1M 4.03% 304,730 SH
8 DIMENSIONAL ETF TRUST DFSV 25434V815 $16.0M 2.58% 413,454 SH
9 DIMENSIONAL ETF TRUST DISV 25434V781 $14.8M 2.37% 367,558 SH
10 DIMENSIONAL ETF TRUST DFGX 25434V575 $14.5M 2.33% 270,512 SH
11 DIMENSIONAL ETF TRUST DFAE 25434V302 $14.1M 2.26% 349,950 SH
12 DIMENSIONAL ETF TRUST DFCF 25434V872 $12.8M 2.05% 302,287 SH
13 DIMENSIONAL ETF TRUST DFAU 25434V104 $11.0M 1.76% 212,132 SH
14 DIMENSIONAL ETF TRUST DUHP 25434V831 $8.3M 1.34% 200,033 SH
15 DIMENSIONAL ETF TRUST DFAI 25434V203 $8.3M 1.33% 200,565 SH
16 DIMENSIONAL ETF TRUST DFEM 25434V732 $8.1M 1.29% 198,267 SH
17 DIMENSIONAL ETF TRUST DUSB 25434V591 $7.7M 1.24% 151,487 SH
18 ISHARES TR IVV 464287200 $7.5M 1.20% 9,956 SH
19 DIMENSIONAL ETF TRUST DFGR 25434V658 $6.9M 1.10% 237,237 SH
20 VANGUARD INDEX FDS VTI 922908769 $6.3M 1.02% 17,079 SH
21 VANGUARD BD INDEX FDS BSV 921937827 $6.2M 0.99% 79,262 SH
22 ISHARES TR IEFA 46432F842 $5.7M 0.92% 59,294 SH
23 DIMENSIONAL ETF TRUST DFIC 25434V799 $5.7M 0.92% 153,329 SH
24 AMERICAN CENTY ETF TR AVDV 025072802 $5.5M 0.88% 53,100 SH
25 EA SERIES TRUST BSVO 02072L532 $5.0M 0.80% 171,369 SH
26 DIMENSIONAL ETF TRUST DFIS 25434V773 $4.6M 0.74% 130,671 SH
27 AMERICAN CENTY ETF TR AVUV 025072877 $4.6M 0.73% 36,609 SH
28 SCHWAB STRATEGIC TR SCHX 808524201 $4.0M 0.64% 134,489 SH
29 DIMENSIONAL ETF TRUST DFAX 25434V880 $3.6M 0.57% 96,971 SH
30 APPLE INC AAPL 037833100 $3.4M 0.55% 11,864 SH
31 DIMENSIONAL ETF TRUST DFAW 25434V617 $3.4M 0.54% 40,968 SH
32 DIMENSIONAL ETF TRUST DGCB 25434V567 $3.4M 0.54% 61,927 SH
33 VANGUARD INTL EQUITY INDEX F VEU 922042775 $3.3M 0.53% 39,111 SH
34 VANGUARD INDEX FDS VOO 922908363 $3.3M 0.52% 4,757 SH
35 DIMENSIONAL ETF TRUST DFLV 25434V666 $3.3M 0.52% 82,407 SH
36 ELI LILLY & CO LLY 532457108 $3.0M 0.48% 2,513 SH
37 MICROSOFT CORP MSFT 594918104 $2.9M 0.47% 7,895 SH
38 ISHARES TR ITOT 464287150 $2.9M 0.46% 17,613 SH
39 SCHWAB STRATEGIC TR SCHF 808524805 $2.9M 0.46% 103,038 SH
40 VANGUARD MALVERN FDS VTIP 922020805 $2.8M 0.45% 56,062 SH
41 ISHARES TR REET 46434V647 $2.8M 0.45% 100,410 SH
42 DIMENSIONAL ETF TRUST DIHP 25434V765 $2.5M 0.40% 73,052 SH
43 ISHARES TR SUB 464288158 $2.4M 0.39% 22,753 SH
44 ISHARES TR IJR 464287804 $2.3M 0.37% 15,693 SH
45 JANUS DETROIT STR TR JAAA 47103U845 $2.1M 0.34% 42,333 SH
46 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $1.9M 0.31% 32,752 SH
47 DIMENSIONAL ETF TRUST DFGP 25434V583 $1.8M 0.30% 33,909 SH
48 SCHWAB STRATEGIC TR SCHC 808524888 $1.7M 0.27% 34,406 SH
49 AMERICAN CENTY ETF TR AVLV 025072349 $1.6M 0.26% 18,016 SH
50 AMAZON COM INC AMZN 023135106 $1.6M 0.26% 6,682 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $622.5M 172 0002042772-26-000003
2026-03-31 2026-04-13 $407.9M 115 0002042772-26-000002
2025-12-31 2026-01-15 $339.9M 112 0002042772-26-000001