Parkwoods Wealth Partners, LLC
Q1 2026 13F Holdings
- Locationsyracuse, NY
- Num holdings
111
- Value ($000)
$407,930
- Date Filed 04/13/2026
- Form type13F-HR
- CIK 0002042772
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $56.98M | 14 % | 912,352 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $49.67M | 12 % | 1,024,876 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $40.56M | 10 % | 768,451 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $37.18M | 9 % | 524,268 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $25.55M | 6 % | 657,444 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $21.35M | 5 % | 445,859 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $20.55M | 5 % | 288,879 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $12.73M | 3 % | 322,872 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $11.09M | 3 % | 316,525 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $10.17M | 3 % | 225,329 |
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