Rockwood Wealth Management, LLC

Est. AUM

$1.40B

13F long equity, this entity only

Positions

118

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$469.3M	12077663	33.59%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$255.2M	3008115	18.27%	SOLE
3	ISHARES U S ETF TR	SHORT MATURITY M	$114.6M	2276419	8.20%	SOLE
4	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$77.9M	2254397	5.57%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$72.4M	2408155	5.18%	SOLE
6	AMERICAN CENTY ETF TR	US EQT ETF	$68.3M	614490	4.89%	SOLE
7	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$63.0M	1774192	4.51%	SOLE
8	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$44.0M	546043	3.15%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$33.7M	1004581	2.41%	SOLE
10	ISHARES TR	NATIONAL MUN ETF	$31.0M	291745	2.22%	SOLE
11	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$26.8M	1006511	1.91%	SOLE
12	VANGUARD INDEX FDS	REAL ESTATE ETF	$15.6M	175751	1.12%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	17193	0.74%	SOLE
14	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$9.8M	220535	0.70%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$5.8M	18094	0.42%	SOLE
16	ISHARES TR	SHRT NAT MUN ETF	$5.8M	54036	0.41%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$5.2M	7898	0.37%	SOLE
18	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$3.9M	162987	0.28%	SOLE
19	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.5M	102103	0.25%	SOLE
20	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.0M	37781	0.21%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$2.8M	6341	0.20%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	4137	0.19%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.6M	51641	0.18%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$2.5M	37696	0.18%	SOLE
25	ENERGY TRANSFER L P	COM UT LTD PTN	$2.5M	131192	0.18%	SOLE
26	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.3M	36207	0.16%	SOLE
27	DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.2M	45331	0.16%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$2.0M	21564	0.14%	SOLE
29	ISHARES TR	CORE S&P SCP ETF	$1.9M	15144	0.13%	SOLE
30	AMERICAN CENTY ETF TR	US SML CP VALU	$1.8M	16657	0.13%	SOLE
31	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.8M	51619	0.13%	SOLE
32	VANGUARD INDEX FDS	MID CAP ETF	$1.8M	6215	0.13%	SOLE
33	INVESCO QQQ TR	UNIT SER 1	$1.7M	3019	0.12%	SOLE
34	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.7M	23598	0.12%	SOLE
35	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$1.7M	27827	0.12%	SOLE
36	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	27819	0.12%	SOLE
37	VANGUARD WORLD FD	INF TECH ETF	$1.6M	2328	0.12%	SOLE
38	ISHARES TR	RUS 1000 GRW ETF	$1.6M	3667	0.11%	SOLE
39	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5829	0.11%	SOLE
40	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	27707	0.11%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.10%	SOLE
42	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$1.4M	32111	0.10%	SOLE
43	VANGUARD INDEX FDS	VALUE ETF	$1.4M	7131	0.10%	SOLE
44	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	16136	0.09%	SOLE
45	ISHARES TR	S&P 500 GRWT ETF	$1.1M	10150	0.08%	SOLE
46	ENTERPRISE PRODS PARTNERS L	COM	$1.1M	29228	0.08%	SOLE
47	ISHARES TR	RUS 1000 ETF	$1.1M	3073	0.08%	SOLE
48	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.0M	16894	0.07%	SOLE
49	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$985K	4581	0.07%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$895K	11688	0.06%	SOLE

1–50 of 118

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.