Parkwoods Wealth Partners, LLC Top Holdings and 13F Report (2025) About Parkwoods Wealth Partners, LLCInvestment ActivityParkwoods Wealth Partners, LLC has $125.73 million in total holdings as of December 31, 2024.Parkwoods Wealth Partners, LLC owns shares of 33 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.38% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Parkwoods Wealth Partners, LLC has purchased 31 new stocks and bought additional shares in 12 stocks.Parkwoods Wealth Partners, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Targeted Value ETF $32,602,944Dimensional US Marketwide Value ETF $26,778,597Dimensional U.S. Equity ETF $24,161,015Dimensional International Value ETF $14,807,935Dimensional U.S. Small Cap ETF $13,954,536 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $310,780 HoldingGE VERNOVA INC $245,053 HoldingTG Therapeutics $210,730 Holding Largest Purchases this Quarter Dimensional U.S. Targeted Value ETF 18,846 shares (about $1.05M)Dimensional US Marketwide Value ETF 21,291 shares (about $871.23K)Dimensional International Small Cap Value ETF 29,757 shares (about $790.64K)Dimensional Emerging Core Equity Market ETF 25,722 shares (about $652.56K)Dimensional International Value ETF 18,331 shares (about $650.38K) Largest Sales this Quarter Microsoft 37 shares (about $15.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParkwoods Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFATDimensional U.S. Targeted Value ETF$32,602,944$1,048,968 ▲3.3%585,75225.9%ETFDFUVDimensional US Marketwide Value ETF$26,778,597$871,228 ▲3.4%654,41321.3%ETFDFUSDimensional U.S. Equity ETF$24,161,015$93,776 ▲0.4%378,99619.2%ETFDFIVDimensional International Value ETF$14,807,935$650,384 ▲4.6%417,36011.8%ETFDFASDimensional U.S. Small Cap ETF$13,954,536$120,203 ▲0.9%214,42111.1%ETFMSFTMicrosoft$1,464,291$15,596 ▼-1.1%3,4741.2%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$1,449,989$205,466 ▲16.5%41,9191.2%ETFDISVDimensional International Small Cap Value ETF$1,403,238$790,642 ▲129.1%52,8131.1%ETFDFAEDimensional Emerging Core Equity Market ETF$1,123,887$652,565 ▲138.5%44,3000.9%ETFBROBrown & Brown$1,074,0920.0%10,5280.9%FinanceCETCentral Securities$624,9480.0%13,6780.5%FinanceGEGeneral Electric$497,3680.0%2,9820.4%TransportationDFISDimensional International Small Cap ETF$470,244$286,944 ▲156.5%19,1510.4%ETFLLYEli Lilly and Company$456,2520.0%5910.4%MedicalSPYSPDR S&P 500 ETF Trust$423,8740.0%7230.3%FinanceAAPLApple$399,938$5,009 ▲1.3%1,5970.3%Computer and TechnologyVVisa$320,7810.0%1,0150.3%Business ServicesMNSTMonster Beverage$315,3600.0%6,0000.3%Consumer StaplesDIMENSIONAL ETF TRUST$310,780$310,780 ▲New Holding4,9760.2%WORLD EQUITY ETFADPAutomatic Data Processing$271,6530.0%9280.2%Business ServicesACNAccenture$269,8230.0%7670.2%Computer and TechnologyJPMJPMorgan Chase & Co.$266,0780.0%1,1100.2%FinanceDCODucommun$254,6400.0%4,0000.2%AerospaceGE VERNOVA INC$245,053$245,053 ▲New Holding7450.2%COMAFLAflac$242,6700.0%2,3460.2%FinanceNEENextEra Energy$240,6630.0%3,3570.2%UtilitiesTJXTJX Companies$224,7070.0%1,8600.2%Retail/WholesaleCOSTCostco Wholesale$212,5750.0%2320.2%Retail/WholesaleTGTXTG Therapeutics$210,730$210,730 ▲New Holding7,0010.2%MedicalMCDMcDonald's$207,271$1,449 ▲0.7%7150.2%Retail/WholesaleXOMExxon Mobil$205,8890.0%1,9140.2%EnergyGWWW.W. Grainger$204,4860.0%1940.2%IndustrialsQRTEAQurate Retail$29,858$12,371 ▲70.7%90,4800.0%Retail/WholesaleJKHYJack Henry & Associates$0$201,256 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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