Rockwood Wealth Management, LLC - Portfolio Stock Holdings
Rockwood Wealth Management, LLC disclosed 133 stock positions in a recent SEC 13F filing. $1,581,754,677 of stock holdings were filed, with the largest holdings including DFAC, AVDE, and MEAR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,869,900,402 and has 54 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:
133Est. Stock Holding Value:
$1,581,754,677Top Stock Holdings By Sector
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Portfolio Stock Holdings - Rockwood Wealth Management, LLC
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% of Portfolio
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