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Showing Q2 2025 data
Parkworth Wealth Management, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Parkworth Wealth Management, Inc.
•CIK: 2026602•Filing: Q2 2025
**Parkworth Wealth Management, Inc.** manages $139M across a diversified portfolio of 1,351 positions. The firm maintains significant exposure to select names, highlighted by a top holding in AVUS at $17.3M and DFAC at $16.3M. Further concentration includes substantial allocations to DFCF ($7.3M), BIV ($7.2M), and AVDE ($7.1M). This positioning suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$138.5M
QoQ Performance
+10.6%
Positions
1,250
Top 10 Concentration
57.1%
Latest Filing
Q2 2025
Top Holdings Allocation
AVUS
DFAC
DFCF
BIV
AVDE
DFIC
AVUS12.5%
DFAC11.8%
DFCF5.2%
BIV5.2%
AVDE5.2%
DFIC5.0%
AVUV3.3%
DFAT3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.5%
Technology2.1%
ETF0.3%
Financial0.3%
Energy0.2%
Communication0.2%
Consumer0.2%
Healthcare0.1%
🚪 Exited Positionssold since Q1 2025
+1026 more exited positions
Changes from Q1 2025
NEW6 new positions
↑154 increased
↓15 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024