Parkworth Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationlos gatos, CA
- Num holdings
1,352
- Value ($000)
$138,503
- Date Filed08/13/2025
- Form type13F-HR
- CIK0002026602
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $17.26M | 13 % | 171,198 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $16.30M | 12 % | 454,937 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $7.25M | 5 % | 171,578 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $7.20M | 5 % | 93,079 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $7.15M | 5 % | 96,556 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.97M | 5 % | 224,264 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.53M | 3 % | 49,774 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.40M | 3 % | 81,620 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $3.92M | 3 % | 81,610 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $3.74M | 3 % | 54,519 |
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