Rockwood Wealth Management, LLC - Q12026 Holdings
Rockwood Wealth Management, LLC holds 118 stocks with a total portfolio value of $ 1.4B as of Q12026. In Q12026, Rockwood Wealth Management, LLC added 7 new positions, increased stakes in 44 stocks, reduced 24 holdings, and fully exited 8 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 33.59% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options