Rockwood Wealth Management, LLC
All 13F Filings
- Location
- New Hope, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,582,398
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 132 | 1,582,398 | 13F-HR | Rockwood Wealth Management, LLC |
| Q1 2026 | 4/29/2026 | 118 | 1,397,215 | 13F-HR | Rockwood Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 119 | 1,341,163 | 13F-HR | Rockwood Wealth Management, LLC |
| Q3 2025 | 10/14/2025 | 108 | 1,251,381 | 13F-HR | Rockwood Wealth Management, LLC |
| Q2 2025 | 7/11/2025 | 106 | 1,136,550 | 13F-HR | Rockwood Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
643
(0.0% of total reported value)
· QoQ Δ:
+102
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.21 K | 0.6% | 964 | 0 | 964 |
| ETFs | 1.57 M | 99.3% | 184 K | 0 | 184 K |
| Debt | 1.399 K | 0.1% | 134 | 0 | 134 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
1,582,398
Holdings
132
QoQ value change ($000)
185,183
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.