Rockwood Wealth Management, LLC
All 13F Filings
- Location
- New Hope, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,665,181
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 134 | 1,665,181 | 13F-HR | Rockwood Wealth Management, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
601
(0.0% of total reported value)
· QoQ Δ:
-42
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.83 K | 1.1% | 8.626 K | 0 | 8.626 K |
| ETFs | 1.644 M | 98.8% | 74.21 K | 0 | 74.21 K |
| Debt | 1.38 K | 0.1% | 0 | 19 | -19 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
1,665,181
Holdings
134
QoQ value change ($000)
82,783
(5.2%)
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.