Parkwoods Wealth Partners, LLC
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 622,455
- 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 | 7/27/2026 | 168 | 622,455 | 13F-HR | Parkwoods Wealth Partners, LLC |
| Q1 2026 | 4/13/2026 | 111 | 407,930 | 13F-HR | Parkwoods Wealth Partners, LLC |
| Q4 2025 | 1/15/2026 | 108 | 339,919 | 13F-HR | Parkwoods Wealth Partners, LLC |
| Q3 2025 | 10/14/2025 | 96 | 293,101 | 13F-HR | Parkwoods Wealth Partners, LLC |
| Q2 2025 | 7/18/2025 | 75 | 173,321 | 13F-HR | Parkwoods Wealth Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50 K | 8.0% | 18.19 K | 0 | 18.19 K |
| ETFs | 566 K | 91.0% | 195.3 K | 0 | 195.3 K |
| Debt | 6.175 K | 1.0% | 1.995 K | 0 | 1.995 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
622,455
Holdings
168
QoQ value change ($000)
214,525
(52.6%)
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.