Parkwoods Wealth Partners, LLC
Q4 2025 13F Holdings
- Locationsyracuse, NY
- Num holdings
108
- Value ($000)
$339,919
- Date Filed01/15/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $51.68M | 15 % | 867,921 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $43.9M | 13 % | 942,335 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $37.61M | 11 % | 507,134 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $34.74M | 10 % | 696,178 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $21.82M | 6 % | 551,249 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $18.66M | 6 % | 267,844 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $11.43M | 3 % | 238,468 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $9.08M | 3 % | 238,950 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $7.64M | 2 % | 150,855 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $7.33M | 2 % | 225,077 |
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