Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC reported 132 positions worth $1.58B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: DFAC (34.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $547.3M | 34.59% | 12,338,697 | — | — | |
| ▸ 2 | AVDE | SH | $282.4M | 17.85% | 3,165,871 | — | — | |
| ▸ 3 | MEAR | SH | $119.4M | 7.55% | 2,370,376 | — | — | |
| ▸ 4 | DFEM | SH | $87.7M | 5.54% | 2,156,982 | — | — | |
| ▸ 5 | AVUS | SH | $77.6M | 4.90% | 605,983 | — | — | |
| ▸ 6 | SPSB | SH | $76.8M | 4.85% | 2,559,277 | — | — | |
| ▸ 7 | DFIC | SH | $66.1M | 4.17% | 1,772,707 | — | — | |
| ▸ 8 | AVEM | SH | $60.6M | 3.83% | 627,972 | — | — | |
| ▸ 9 | SPIB | SH | $35.9M | 2.27% | 1,073,166 | — | — | |
| ▸ 10 | DFGR | SH | $33.4M | 2.11% | 1,152,153 | — | — |
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Frequently Asked Questions
What stocks does Rockwood Wealth Management, LLC hold as of Q2 2026?
Rockwood Wealth Management, LLC reported 132 positions worth $1.58B in its Q2 2026 13F filing. Largest positions: DFAC (34.6%), AVDE (17.8%), MEAR (7.5%), DFEM (5.5%) and AVUS (4.9%).
What did Rockwood Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rockwood Wealth Management, 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.