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Portfolio (Quarterly) Guide ↗

Parkwoods Wealth Partners, LLC

· CIK 0002042772
13F Portfolio $340M AUM 112 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JKHY HENRY JACK & ASSOC INC Technology 1,147.0 $209K 0.06% NEW $182.48 -25.7%
102 TGTX TG THERAPEUTICS INC Healthcare 7,008.0 $209K 0.06% NEW $29.81 +31.6%
103 ACN ACCENTURE PLC IRELAND Technology 770.0 $207K 0.06% NEW $268.30 -33.4%
104 PEP PEPSICO INC Consumer Defensive 1,409.0 $202K 0.06% NEW $143.52 +1.7%
105 GSM FERROGLOBE PLC Basic Materials 11,500.0 $53K 0.02% NEW $4.64 -3.6%
106 JELD JELD-WEN HLDG INC Industrials 13,760.0 $34K 0.01% NEW $2.46 -15.0%
107 AKBA AKEBIA THERAPEUTICS INC Healthcare 20,000.0 $32K 0.01% NEW $1.61 -34.5%
108 TNYA TENAYA THERAPEUTICS INC Healthcare 17,000.0 $12K 0.00% NEW $0.71 +12.5%
Page 6 of 6  ·  108 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 26.4%
Financial Services 20.3%
Healthcare 15.4%
Industrials 11.7%
Consumer Defensive 7.7%
Consumer Cyclical 6.4%
Communication Services 5.0%
Utilities 3.8%
Energy 3.0%
Basic Materials 0.2%