Parkwoods Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Syracuse, NY
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$339,919
Net value change ($000)
+46,818 (16.0%)
New positions
13
Sold out positions
1
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/14/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFSD 6,758 144.5%
DFIV 4,642 15.4%
DFUV 2,598 6.3%
DISV 2,134 30.7%
DFSV 2,111 44.7%
DFAT 2,045 4.1%
DFUS 1,690 4.7%
DFAI 1,579 99.0%
DFAC 1,559 7.7%
LLY 1,469 255.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -223 -8.5%
HD -201 -100.0%
BRO -143 -15.1%
TGTX -44 -17.4%
QUAL -40 -6.6%
ADP -38 -12.6%
CVX -26 -7.5%
DFCA -24 -8.1%
AKBA -23 -41.8%
VNQI -21 -4.0%
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