AI Portfolio Summary
In 2026 Q1, Parkwoods Wealth Partners, LLC maintained a portfolio of 117 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 5.1%. The fund also reduced its exposure to APPLE INC by 8.0%.
Total Positions
117
Quarter
2026 Q1
Top Holding
DFAT (14.0%)
Top 10 Concentration
70.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 117
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAT
DIMENSIONAL ETF...
|
ETF | 13.97% | 15.20% |
#1
Prev: #1
|
8.0 | 44,431 | 5.1% |
P
S
|
912,352 | $56,976,382 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 12.18% | 12.92% |
#2
Prev: #2
|
7.5 | 82,541 | 8.8% |
P
S
|
1,024,876 | $49,665,490 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 9.94% | 10.22% |
#3
1
Prev: #4
|
7.0 | 72,273 | 10.4% |
P
S
|
768,451 | $40,558,834 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 9.11% | 11.07% |
#4
1
Prev: #3
|
4.6 | 17,134 | 3.4% |
P
S
|
524,268 | $37,175,860 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 6.26% | 6.42% |
#5
Prev: #5
|
5.0 | 106,195 | 19.3% |
P
S
|
657,444 | $25,548,288 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 5.23% | 3.36% |
#6
1
Prev: #7
|
5.1 | 207,391 | 87.0% |
P
S
|
445,859 | $21,347,734 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 5.04% | 5.49% |
#7
1
Prev: #6
|
4.0 | 21,035 | 7.9% |
P
S
|
288,879 | $20,547,975 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 3.12% | 2.67% |
#8
Prev: #8
|
3.7 | 83,922 | 35.1% |
P
S
|
322,872 | $12,734,059 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 2.72% | 2.01% |
#9
2
Prev: #11
|
4.1 | 108,757 | 52.3% |
P
S
|
316,525 | $11,091,040 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 2.49% | 1.09% |
#10
4
Prev: #14
|
4.0 | 146,133 | 184.5% |
P
S
|
225,329 | $10,166,825 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 2.29% | 2.16% |
#11
1
Prev: #10
|
3.4 | 50,628 | 22.5% |
P
S
|
275,705 | $9,335,384 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 1.84% | 2.25% |
#12
3
Prev: #9
|
1.2 | -2,593 | -1.7% |
P
S
|
148,262 | $7,518,366 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.57% | 0.93% |
#13
4
Prev: #17
|
3.6 | 81,200 | 97.5% |
P
S
|
164,478 | $6,408,048 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.36% | 0.95% |
#14
2
Prev: #16
|
3.5 | 65,899 | 77.5% |
P
S
|
150,903 | $5,547,209 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.31% | 0.79% |
#15
5
Prev: #20
|
3.5 | 74,075 | 91.6% |
P
S
|
154,978 | $5,354,505 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.27% | 0.88% |
#16
2
Prev: #18
|
3.5 | 81,368 | 72.1% |
P
S
|
194,292 | $5,164,284 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 1.17% | 1.18% |
#17
4
Prev: #13
|
2.5 | 17,448 | 14.9% |
P
S
|
134,158 | $4,766,634 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BSVO
EA SERIES TRUST
|
Unknown | 1.16% | 1.30% |
#18
6
Prev: #12
|
1.0 | -3,434 | -1.8% |
P
S
|
186,004 | $4,718,921 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.02% | 0.33% |
#19
16
Prev: #35
|
3.4 | 39,167 | 276.9% |
P
S
|
53,310 | $4,180,074 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.83% | 0.96% |
#20
5
Prev: #15
|
0.8 | -544 | -0.5% |
P
S
|
99,136 | $3,367,641 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.79% | 0.84% |
#21
2
Prev: #19
|
2.3 | 10,040 | 11.6% |
P
S
|
96,292 | $3,242,161 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.65% | 0.54% |
#22
6
Prev: #28
|
2.8 | 11,040 | 44.3% |
P
S
|
35,941 | $2,651,737 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ITOT
ISHARES TR
|
ETF | 0.60% | 0.79% |
#23
2
Prev: #21
|
0.7 | -680 | -3.8% |
P
S
|
17,271 | $2,459,909 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.60% | 0.65% |
#24
2
Prev: #26
|
0.7 | 554 | 2.6% |
P
S
|
22,062 | $2,437,186 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.59% | 0.68% |
#25
1
Prev: #24
|
0.7 | -587 | -2.4% |
P
S
|
24,062 | $2,402,831 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 0.59% | 0.70% |
#26
3
Prev: #23
|
0.7 | 243 | 0.5% |
P
S
|
47,466 | $2,390,884 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.53% | 0.65% |
#27
2
Prev: #25
|
0.7 | 119 | 3.4% |
P
S
|
3,648 | $2,179,690 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.49% | 0.21% |
#28
17
Prev: #45
|
3.2 | 38,933 | 171.2% |
P
S
|
61,679 | $1,987,307 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.47% | 0.71% |
#29
7
Prev: #22
|
0.7 | 246 | 4.9% |
P
S
|
5,221 | $1,932,830 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.47% | 0.26% |
#30
11
Prev: #41
|
3.2 | 20,980 | 118.4% |
P
S
|
38,694 | $1,932,765 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.45% | 0.52% |
#31
2
Prev: #29
|
0.7 | 1,291 | 4.4% |
P
S
|
30,829 | $1,835,867 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.43% | 0.60% |
#32
5
Prev: #27
|
0.7 | 23 | 1.2% |
P
S
|
1,924 | $1,769,637 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 0.37% | 0.35% |
#33
Prev: #33
|
2.6 | 6,147 | 28.3% |
P
S
|
27,890 | $1,505,761 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SUB
ISHARES TR
|
ETF | 0.37% | 0.14% |
#34
27
Prev: #61
|
3.1 | 9,472 | 206.1% |
P
S
|
14,067 | $1,498,136 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.33% | 0.33% |
#35
1
Prev: #34
|
2.1 | 1,825 | 18.8% |
P
S
|
11,556 | $1,343,847 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TFLO
ISHARES TR
|
ETF | 0.32% | 0.30% |
#36
Prev: #36
|
2.6 | 4,981 | 24.3% |
P
S
|
25,492 | $1,290,673 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 0.27% | 0.38% |
#37
7
Prev: #30
|
0.6 | -380 | -8.0% |
P
S
|
4,372 | $1,109,443 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.27% | 0.35% |
#38
6
Prev: #32
|
0.6 | 25 | 0.6% |
P
S
|
3,893 | $1,104,799 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.27% | 0.36% |
#39
8
Prev: #31
|
0.6 | -302 | -4.6% |
P
S
|
6,271 | $1,093,688 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.26% | 0.30% |
#40
2
Prev: #38
|
2.1 | 411 | 13.1% |
P
S
|
3,555 | $1,045,739 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.25% | 0.29% |
#41
2
Prev: #39
|
0.6 | 64 | 0.2% |
P
S
|
28,930 | $1,033,084 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.24% | 0.30% |
#42
5
Prev: #37
|
0.6 | 46 | 1.5% |
P
S
|
3,112 | $998,433 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.22% | 0.22% |
#43
1
Prev: #44
|
2.1 | 1,336 | 13.5% |
P
S
|
11,248 | $906,671 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.21% | 0.18% |
#44
7
Prev: #51
|
0.6 | 7 | 0.7% |
P
S
|
969 | $845,840 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.21% | 0.29% |
#45
5
Prev: #40
|
0.6 | -217 | -5.1% |
P
S
|
4,018 | $836,829 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.18% | 0.23% |
#46
3
Prev: #43
|
0.6 | 2 | 0.1% |
P
S
|
1,562 | $748,510 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 0.17% | 0.21% |
#47
Prev: #47
|
0.6 | -204 | -2.4% |
P
S
|
8,249 | $689,369 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CET
CENTRAL SECS CO...
|
Financial Services | 0.17% | 0.20% |
#48
Prev: #48
|
1.1 | no change | no change |
P
S
|
13,678 | $679,249 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.17% | 0.19% |
#49
1
Prev: #50
|
0.6 | -315 | -5.5% |
P
S
|
5,426 | $674,310 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRO
BROWN & BROWN I...
|
Financial Services | 0.16% | 0.24% |
#50
8
Prev: #42
|
0.6 | -3 | -0.0% |
P
S
|
10,052 | $655,491 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 117 holdings