Parkwoods Wealth Partners, LLC
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 407,930
- Description
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- Website
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- Founded
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- 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 | 4/13/2026 | 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.81 K | 7.8% | 0 | 278.2 K | -278.2 K |
| ETFs | 370.6 K | 91.1% | 342.9 K | 0 | 342.9 K |
| Debt | 4.18 K | 1.0% | 3.065 K | 0 | 3.065 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
407,930
Holdings
111
QoQ value change ($000)
68,011
(20.0%)
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.