Rockwood Wealth Management, LLC
All 13F Filings
- Location
- New Hope, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,397,215
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
541
(0.0% of total reported value)
· QoQ Δ:
+541
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.241 K | 0.7% | 0 | 913.9 K | -913.9 K |
| ETFs | 1.386 M | 99.2% | 969.5 K | 0 | 969.5 K |
| Debt | 1.265 K | 0.1% | 0 | 39 | -39 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
1,397,215
Holdings
118
QoQ value change ($000)
56,052
(4.2%)
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.