Parkwoods Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Syracuse, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$705,341
Net value change ($000)
+82,886 (13.3%)
New positions
20
Sold out positions
9
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 20,154 NEW
DFAC 15,702 44.2%
DFA INVT DIMENSIONS GROUP IN 13,748 NEW
DFSD 6,821 14.7%
DISV 4,284 29.0%
DFAU 4,223 38.5%
DFAI 3,572 43.2%
DFEM 3,181 39.5%
VTIP 2,899 102.9%
DFIV 2,110 4.7%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -16,038 -100.0%
DUHP -8,347 -100.0%
DFAR -719 -100.0%
XOM -597 -100.0%
OKE -584 -100.0%
DCOR -425 -100.0%
BSVO -376 -7.5%
DGCB -357 -10.5%
AVUV -289 -6.3%
AMAT -261 -28.2%
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