Parkwoods Wealth Partners, LLC

Est. AUM

$405.4M

13F long equity, this entity only

Positions

111

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US TARGETED VLU	$57.0M	912352	14.05%	SOLE
2	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$49.7M	1024876	12.25%	SOLE
3	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$40.6M	768451	10.00%	SOLE
4	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$37.2M	524268	9.17%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$25.5M	657444	6.30%	SOLE
6	DIMENSIONAL ETF TRUST	SHORT DURATION F	$21.3M	445859	5.27%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$20.5M	288879	5.07%	SOLE
8	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$12.7M	322872	3.14%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$11.1M	316525	2.74%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$10.2M	225329	2.51%	SOLE
11	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9.3M	275705	2.30%	SOLE
12	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$7.5M	148262	1.85%	SOLE
13	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.4M	164478	1.58%	SOLE
14	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$5.5M	150903	1.37%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.4M	154978	1.32%	SOLE
16	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.2M	194292	1.27%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.8M	134158	1.18%	SOLE
18	EA SERIES TRUST	EA BRIDGEWAY OMN	$4.7M	186004	1.16%	SOLE
19	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.2M	53310	1.03%	SOLE
20	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.4M	99136	0.83%	SOLE
21	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$3.2M	96292	0.80%	SOLE
22	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$2.7M	35941	0.65%	SOLE
23	ISHARES TR	CORE S&P TTL STK	$2.5M	17271	0.61%	SOLE
24	AMERICAN CENTY ETF TR	US SML CP VALU	$2.4M	22062	0.60%	SOLE
25	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.4M	24062	0.59%	SOLE
26	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.4M	47466	0.59%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	3648	0.54%	SOLE
28	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.0M	61679	0.49%	SOLE
29	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.9M	38694	0.48%	SOLE
30	MICROSOFT CORP	COM	$1.9M	5221	0.48%	SOLE
31	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.8M	30829	0.45%	SOLE
32	ELI LILLY & CO	COM	$1.8M	1924	0.44%	SOLE
33	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$1.5M	27890	0.37%	SOLE
34	ISHARES TR	SHRT NAT MUN ETF	$1.5M	14067	0.37%	SOLE
35	EA SERIES TRUST	ALPHA ARCH 1-3	$1.3M	11556	0.33%	SOLE
36	ISHARES TR	TRS FLT RT BD	$1.3M	25492	0.32%	SOLE
37	GE AEROSPACE	COM NEW	$1.1M	3893	0.27%	SOLE
38	JPMORGAN CHASE & CO	COM	$1.0M	3555	0.26%	SOLE
39	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.0M	28930	0.25%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$998K	3112	0.25%	SOLE
41	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$906K	11248	0.22%	SOLE
42	GE VERNOVA INC	COM	$845K	969	0.21%	SOLE
43	AMAZON COM INC	COM	$836K	4018	0.21%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$748K	1562	0.18%	SOLE
45	ISHARES TR	CORE MSCI INTL	$689K	8249	0.17%	SOLE
46	CENTRAL SECS CORP	COM	$679K	13678	0.17%	SOLE
47	BROWN & BROWN INC	COM	$655K	10052	0.16%	SOLE
48	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$653K	8105	0.16%	SOLE
49	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$651K	27544	0.16%	SOLE
50	EXXON MOBIL CORP	COM	$590K	3481	0.15%	SOLE

1–50 of 111

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