Rockwood Wealth Management, LLC
โขCIK: 1983670โขFiling: Q4 2025
**Rockwood Wealth Management, LLC** manages $1.3B across a portfolio of 119 positions, exhibiting concentrated conviction in select names. The fund's top holdings reveal significant allocations, notably to DFAC at $459.2M and AVDE at $241.6M. Further substantial exposure includes MEAR ($110.3M) and DFEM ($69.2M), suggesting a focused, high-conviction approach to capital deployment. This structure indicates a strategy prioritizing deep research and large-scale positioning within core holdings.
Total AUM
$1.3B
QoQ Performance
+7.2%
Positions
45
Top 10 Concentration
87.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
AVDE
MEAR
DFEM
SPSB
DFAC34.2%
AVDE18.0%
MEAR8.2%
DFEM5.2%
SPSB5.0%
AVUS4.8%
DFIC4.5%
AVEM3.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other98.6%
ETF1.4%
Consumer Staples0.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
โ43 increased
โ30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023