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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 1,643.0 $462K 0.07% +55.0 +3.5% $281.21 -16.2%
62 NEE NEXTERA ENERGY INC Utilities 5,100.0 $448K 0.07% +1K +38.5% $87.77 -4.7%
63 ORCL ORACLE CORP Technology 3,012.0 $441K 0.07% +1K +95.5% $146.55 -0.1%
64 RTX RTX CORPORATION Industrials 2,323.0 $441K 0.07% +165.0 +7.7% $189.73 +10.6%
65 VNQI VANGUARD INTL EQUITY INDEX F 9,548.0 $428K 0.07% +124.0 +1.3% $44.85 +1.9%
66 DCOR DIMENSIONAL ETF TRUST 5,190.0 $425K 0.07% +983.0 +23.4% $81.98 +3.1%
67 APH AMPHENOL CORP Technology 2,331.0 $411K 0.07% +212.0 +10.0% $176.32 -11.0%
68 AVDE AMERICAN CENTY ETF TR 4,368.0 $390K 0.06% +2K +84.2% $89.20 +5.7%
69 ABBV ABBVIE INC Healthcare 1,441.0 $362K 0.06% +362.0 +33.5% $251.56 +5.3%
70 GS GOLDMAN SACHS GROUP INC Financial Services 348.0 $352K 0.06% +87.0 +33.3% $1011.37 +2.8%
71 DFCA DIMENSIONAL ETF TRUST 7,007.0 $352K 0.06% +2K +46.2% $50.18 -1.5%
72 TJX TJX COS INC NEW Consumer Cyclical 2,063.0 $313K 0.05% +72.0 +3.6% $151.50 -7.3%
73 AFL AFLAC INC Financial Services 2,448.0 $287K 0.05% +27.0 +1.1% $117.25 -1.0%
74 COMT ISHARES U S ETF TR 9,222.0 $280K 0.04% +3K +38.1% $30.37 +15.1%
75 GWW WW GRAINGER INC Industrials 201.0 $273K 0.04% +3.0 +1.5% $1360.40 -3.5%
76 KO COCA COLA CO Consumer Defensive 3,362.0 $273K 0.04% +503.0 +17.6% $81.27 +12.1%
77 MCD MCDONALDS CORP Consumer Cyclical 891.0 $241K 0.04% +38.0 +4.5% $270.31 +0.2%
78 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,042.0 $233K 0.04% +23.0 +2.3% $223.95 +25.4%
79 PEP PEPSICO INC Consumer Defensive 1,700.0 $230K 0.04% +53.0 +3.2% $135.40 +6.0%
80 JELD JELD-WEN HLDG INC Industrials 30,760.0 $46K 0.01% +16K +108.4% $1.50 +53.3%
Page 4 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%