Parkworth Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    los gatos, CA
  • CIK
    0002026602
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,352

$138.50M
AVUS, DFAC, DFCF, BIV
13F-HR
Aug 13, 2025
000146321725000006

1,226

$125.27M
AVUS, DFAC, DFCF, BIV
13F-HR
May 5, 2025
000202660225000003

1,271

$120.21M
AVUS, DFAC, DFCF, BIV
13F-HR
Feb 10, 2025
000202660225000001
Parkworth Wealth Management, Inc. 13F Filings