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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 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHO SCHWAB STRATEGIC TR 32,203.0 $777K 0.12% NEW $24.14 -0.2%
22 MU MICRON TECHNOLOGY INC Technology 592.0 $683K 0.11% NEW $1154.29 -16.2%
23 SGVT SCHWAB STRATEGIC TR 6,260.0 $631K 0.10% NEW $100.74 -0.0%
24 OKE ONEOK INC NEW Energy 6,720.0 $584K 0.09% NEW $86.94 +7.3%
25 CSCO CISCO SYS INC Technology 4,865.0 $571K 0.09% NEW $117.46 -5.5%
26 VB VANGUARD INDEX FDS 1,787.0 $542K 0.09% NEW $303.12 +0.5%
27 AXP AMERICAN EXPRESS CO Financial Services 1,577.0 $533K 0.09% NEW $338.25 -0.7%
28 WELL WELLTOWER INC Real Estate 2,306.0 $523K 0.08% NEW $226.95 +5.4%
29 SPYX SPDR SERIES TRUST 8,140.0 $497K 0.08% NEW $61.10 +2.6%
30 IVE ISHARES TR 2,165.0 $492K 0.08% NEW $227.06 +4.5%
31 SCHE SCHWAB STRATEGIC TR 12,166.0 $441K 0.07% NEW $36.26 +2.0%
32 EFAX SPDR INDEX SHS FDS 7,963.0 $431K 0.07% NEW $54.12 +3.3%
33 HD HOME DEPOT INC Consumer Cyclical 1,132.0 $399K 0.06% NEW $352.68 -4.8%
34 AVGE AMERICAN CENTY ETF TR 3,629.0 $360K 0.06% NEW $99.10 +2.6%
35 MRK MERCK & CO INC Healthcare 2,651.0 $341K 0.06% NEW $128.50 +18.7%
36 CAT CATERPILLAR INC Industrials 315.0 $335K 0.05% NEW $1064.90 -22.3%
37 SCHV SCHWAB STRATEGIC TR 9,336.0 $325K 0.05% NEW $34.81 +0.4%
38 WFC WELLS FARGO & CO Financial Services 3,880.0 $321K 0.05% NEW $82.64 +1.5%
39 LRCX LAM RESEARCH CORP Technology 734.0 $318K 0.05% NEW $433.33 -27.5%
40 MS MORGAN STANLEY Financial Services 1,478.0 $309K 0.05% NEW $209.04 +2.5%
Page 2 of 3  ·  57 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%