Parkwoods Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Syracuse, NY
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$622,455
Net value change ($000)
+214,525 (52.6%)
New positions
57
Sold out positions
0
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 25,071 117.4%
DFGX 14,498 NEW
DFCF 12,446 3963.7%
DFAC 9,983 39.1%
DFUV 8,816 17.8%
DFAT 7,710 13.5%
DFUS 7,026 18.9%
IVV 6,942 1350.6%
IEFA 5,727 NEW
VTI 5,322 533.3%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -992 -76.8%
JAAA -254 -10.6%
META -97 -16.1%
MCK -64 -12.2%
VXUS -45 -12.4%
PEP -26 -10.2%
MCD -24 -9.1%
SPHY -14 -4.3%
BRO -10 -1.5%
GSM -10 -21.3%
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