Parkwoods Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Syracuse, NY
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
96
Total value ($000)
$293,101
Net value change ($000)
+119,780 (69.1%)
New positions
24
Sold out positions
4
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAT 15,083 43.7%
DFAC 12,641 165.8%
DFUV 12,039 41.1%
DFUS 9,667 36.8%
DFIV 9,221 44.2%
DUSB 6,289 NEW
DISV 4,462 179.6%
DFSD 4,245 982.6%
DFAS 4,066 29.2%
DFSV 3,986 541.6%
Top Reduces (Value $000, Stocks/ETFs)
SPHY -327 -55.8%
INTU -252 -100.0%
ACN -229 -100.0%
BRO -223 -19.1%
JKHY -205 -100.0%
GWW -202 -100.0%
BAC -33 -13.5%
IBM -22 -6.3%
CYH -19 -5.7%
ADP -12 -3.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type