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Portfolio (Quarterly) Guide ↗

Parkwoods Wealth Partners, LLC

· CIK 0002042772
13F Portfolio $622M AUM 172 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 81 Added 12 Reduced
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 4,085.0 $1.3M 0.21% +530.0 +14.9% $327.33 +7.4%
42 VEA VANGUARD TAX-MANAGED FDS 17,988.0 $1.3M 0.21% +10K +138.3% $71.25 +3.0%
43 EFV ISHARES TR 16,393.0 $1.3M 0.20% +12K +255.3% $76.55 +7.4%
44 BERKSHIRE HATHAWAY INC DEL 2,494.0 $1.2M 0.20% +932.0 +59.7% $500.39
45 GEV GE VERNOVA INC Utilities 993.0 $1.2M 0.19% +24.0 +2.5% $1174.86 -18.6%
46 AVEM AMERICAN CENTY ETF TR 9,891.0 $954K 0.15% +2K +22.0% $96.49 -2.3%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,232.0 $920K 0.15% +374.0 +43.6% $746.91 +2.5%
48 GOOGL ALPHABET INC Communication Services 2,534.0 $906K 0.14% +2K +237.4% $357.37 -3.5%
49 VTV VANGUARD INDEX FDS 4,093.0 $892K 0.14% +3K +267.4% $217.93 +3.9%
50 VWO VANGUARD INTL EQUITY INDEX F 14,650.0 $874K 0.14% +6K +60.7% $59.69 +1.3%
51 CVX CHEVRON CORPORATION Energy 4,520.0 $749K 0.12% +2K +96.8% $165.76 +23.8%
52 WMT WALMART INC Consumer Defensive 6,256.0 $709K 0.11% +830.0 +15.3% $113.26 -8.4%
53 QQQ INVESCO QQQ TR Financial Services 915.0 $674K 0.11% +88.0 +10.6% $736.40 -3.1%
54 USRT ISHARES TR 9,983.0 $663K 0.11% +2K +21.4% $66.45 +1.0%
55 JNJ JOHNSON & JOHNSON Healthcare 2,521.0 $640K 0.10% +139.0 +5.8% $253.99 +6.4%
56 XOM EXXON MOBIL CORP Energy 4,365.0 $597K 0.10% +884.0 +25.4% $136.72 +20.8%
57 V VISA INC Financial Services 1,686.0 $578K 0.09% +388.0 +29.9% $343.09 +8.1%
58 TGTX TG THERAPEUTICS INC Healthcare 9,531.0 $524K 0.08% +850.0 +9.8% $54.94 -1.2%
59 VNQ VANGUARD INDEX FDS 5,429.0 $524K 0.08% +298.0 +5.8% $96.43 +2.1%
60 AVGO BROADCOM INC Technology 1,351.0 $510K 0.08% +305.0 +29.2% $377.75 -2.5%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 16.4%
Healthcare 14.1%
Industrials 10.2%
Consumer Defensive 8.9%
Consumer Cyclical 5.8%
Energy 4.4%
Utilities 3.7%
Communication Services 3.2%
Real Estate 1.2%