Parkwoods Wealth Partners, LLC - Portfolio Stock Holdings
Parkwoods Wealth Partners, LLC disclosed 168 stock positions in a recent SEC 13F filing. $622,454,859 of stock holdings were filed, with the largest holdings including DFAT, DFUV, and DFSD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,785,063,018 and has 46 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
168Est. Stock Holding Value:
$622,454,859Top Stock Holdings By Sector
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Portfolio Stock Holdings - Parkwoods Wealth Partners, LLC
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