Parkwoods Wealth Partners, LLC
Parkwoods Wealth Partners, LLC reported 168 positions worth $622.5M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAT (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAT | SH | $64.7M | 10.39% | 925,410 | — | — | |
| ▸ 2 | DFUV | SH | $58.5M | 9.40% | 1,063,093 | — | — | |
| ▸ 3 | DFSD | SH | $46.4M | 7.46% | 972,134 | — | — | |
| ▸ 4 | DFIV | SH | $45.3M | 7.28% | 839,208 | — | — | |
| ▸ 5 | DFUS | SH | $44.2M | 7.10% | 539,447 | — | — | |
| ▸ 6 | DFAC | SH | $35.5M | 5.71% | 800,965 | — | — | |
| ▸ 7 | DFAS | SH | $25.1M | 4.03% | 304,730 | — | — | |
| ▸ 8 | DFSV | SH | $16.0M | 2.58% | 413,454 | — | — | |
| ▸ 9 | DISV | SH | $14.8M | 2.37% | 367,558 | — | — | |
| ▸ 10 | DFGX | SH | $14.5M | 2.33% | 270,512 | — | — |
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Frequently Asked Questions
What stocks does Parkwoods Wealth Partners, LLC hold as of Q2 2026?
Parkwoods Wealth Partners, LLC reported 168 positions worth $622.5M in its Q2 2026 13F filing. Largest positions: DFAT (10.4%), DFUV (9.4%), DFSD (7.5%), DFIV (7.3%) and DFUS (7.1%).
What did Parkwoods Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Parkwoods Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.