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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 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAR DIMENSIONAL ETF TRUST 27,466.0 $719K 0.12% $26.16 +1.2%
82 CET CENTRAL SECS CORP Financial Services 13,678.0 $717K 0.12% $52.45 +4.4%
83 WMT WALMART INC Consumer Defensive 6,256.0 $709K 0.11% +830.0 +15.3% $113.26 -8.4%
84 MU MICRON TECHNOLOGY INC Technology 592.0 $683K 0.11% NEW $1154.29 -16.2%
85 QQQ INVESCO QQQ TR Financial Services 915.0 $674K 0.11% +88.0 +10.6% $736.40 -3.1%
86 USRT ISHARES TR 9,983.0 $663K 0.11% +2K +21.4% $66.45 +1.0%
87 BRO BROWN & BROWN INC Financial Services 10,060.0 $645K 0.10% $64.15 +13.7%
88 JNJ JOHNSON & JOHNSON Healthcare 2,521.0 $640K 0.10% +139.0 +5.8% $253.99 +6.4%
89 SGVT SCHWAB STRATEGIC TR 6,260.0 $631K 0.10% NEW $100.74 -0.0%
90 XOM EXXON MOBIL CORP Energy 4,365.0 $597K 0.10% +884.0 +25.4% $136.72 +20.8%
91 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,111.0 $587K 0.09% $96.12 -50.3%
92 OKE ONEOK INC NEW Energy 6,720.0 $584K 0.09% NEW $86.94 +7.3%
93 V VISA INC Financial Services 1,686.0 $578K 0.09% +388.0 +29.9% $343.09 +8.1%
94 CSCO CISCO SYS INC Technology 4,865.0 $571K 0.09% NEW $117.46 -5.5%
95 QUAL ISHARES TR 2,541.0 $557K 0.09% -59.0 -2.3% $219.40 +1.7%
96 VB VANGUARD INDEX FDS 1,787.0 $542K 0.09% NEW $303.12 +0.5%
97 AXP AMERICAN EXPRESS CO Financial Services 1,577.0 $533K 0.09% NEW $338.25 -0.7%
98 TGTX TG THERAPEUTICS INC Healthcare 9,531.0 $524K 0.08% +850.0 +9.8% $54.94 -1.2%
99 VNQ VANGUARD INDEX FDS 5,429.0 $524K 0.08% +298.0 +5.8% $96.43 +2.1%
100 WELL WELLTOWER INC Real Estate 2,306.0 $523K 0.08% NEW $226.95 +5.4%
Page 5 of 9  ·  168 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%