Parkwoods Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationsyracuse, NY
- Num holdings
75
- Value ($000)
$173,321
- Date Filed07/18/2025
- Form type13F-HR
- CIK0002042772
- 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 |
|---|---|---|---|---|---|---|---|
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $34.55M | 20 % | 640,246 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $29.27M | 17 % | 692,196 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $26.26M | 15 % | 391,774 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $20.88M | 12 % | 487,420 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $13.91M | 8 % | 218,378 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $7.62M | 4 % | 212,725 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $2.48M | 1 % | 75,470 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $2.45M | 1 % | 84,471 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $2.41M | 1 % | 118,160 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.94M | 1 % | 3,909 |
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