Rockwood Wealth Management, LLC
•CIK: 1983670•Filing: 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%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.5%
ETF1.4%
Financial0.1%
Consumer Staples0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑43 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023