Parkwoods Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Syracuse, NY
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$407,930
Net value change ($000)
+68,011 (20.0%)
New positions
9
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 9,913 86.7%
DFAU 6,461 174.3%
DFIV 5,820 16.8%
DFUV 5,762 13.1%
DFAT 5,300 10.3%
DFSV 4,258 62.3%
DFAC 3,724 17.1%
DISV 3,654 40.2%
DFAI 3,234 101.9%
DFEM 2,679 100.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -473 -19.7%
DFUS -438 -1.2%
DFSU -305 -100.0%
LLY -273 -13.4%
BAC -239 -100.0%
ABT -219 -100.0%
GOOGL -210 -100.0%
ITOT -209 -7.8%
JKHY -209 -100.0%
ACN -207 -100.0%
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