Parkwoods Wealth Partners, LLC
•CIK: 2042772•Filing: Q4 2025
**Parkwoods Wealth Partners, LLC** manages $340M across a concentrated portfolio of 108 positions. The fund exhibits a significant overweighting in select names, notably holding DFAT at $51.7M and DFUV at $43.9M. Further top holdings include DFUS ($37.6M), DFIV ($34.7M), and DFAC ($21.8M), indicating a focused, high-conviction approach. This structure suggests a deep, equity-centric research mandate within its investment universe.
Total AUM
$339.9M
QoQ Performance
+16.0%
Positions
62
Top 10 Concentration
71.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAT
DFUV
DFUS
DFIV
DFAC
DFAS
DFAT15.2%
DFUV12.9%
DFUS11.1%
DFIV10.2%
DFAC6.4%
DFAS5.5%
DFSD3.4%
DISV2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.9%
Technology2.1%
ETF1.0%
Financial0.8%
Healthcare0.8%
Consumer0.6%
Industrial0.5%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑71 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024