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Portfolio (Quarterly) Guide ↗

Rockwood Wealth Management, LLC

· CIK 0001983670
13F Portfolio $1.6B AUM 132 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 56 Added 18 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ACHR ARCHER AVIATION INC Industrials 10,000 $52K 0.00% SOLD
2 NOTV INOTIV INC Healthcare 10,000 $3K SOLD
Sector Allocation
Financial Services 60.2%
Energy 28.0%
Technology 5.1%
Industrials 2.8%
Consumer Defensive 1.8%
Basic Materials 1.8%
Healthcare 0.1%