Parkwoods Wealth Partners, LLC - Q12026 Holdings
Parkwoods Wealth Partners, LLC holds 111 stocks with a total portfolio value of $ 407.93M as of Q12026. In Q12026, Parkwoods Wealth Partners, LLC added 9 new positions, increased stakes in 56 stocks, reduced 35 holdings, and fully exited 6 positions. The largest holding is Dimensional Etf Trust (DFAT), representing 13.97% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options