Portfolio (Quarterly) Guide ↗

Parkwoods Wealth Partners, LLC

· CIK 0002042772

13F Portfolio $408M AUM 115 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 50 Added 29 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFSU	DIMENSIONAL ETF TRUST	—	7,027	$305K	0.09%	SOLD
2	BAC	BANK AMERICA CORP	Financial Services	4,351	$239K	0.07%	SOLD
3	ABT	ABBOTT LABS	Healthcare	1,748	$219K	0.06%	SOLD
4	GOOG	ALPHABET INC	Communication Services	669	$210K	0.06%	SOLD
5	JKHY	HENRY JACK & ASSOC INC	Technology	1,147	$209K	0.06%	SOLD
6	ACN	ACCENTURE PLC IRELAND	Technology	770	$207K	0.06%	SOLD

Sector Allocation

Technology 22.9%

Financial Services 19.4%

Healthcare 16.2%

Industrials 12.7%

Consumer Defensive 9.3%

Consumer Cyclical 6.1%

Utilities 5.1%

Energy 4.6%

Communication Services 3.5%

Basic Materials 0.2%