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Portfolio (Quarterly) Guide ↗

Parkwoods Wealth Partners, LLC

· CIK 0002042772
13F Portfolio $340M AUM 112 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SUB ISHARES TR 4,595.0 $490K 0.14% NEW $106.70 -0.2%
62 V VISA INC Financial Services 1,384.0 $485K 0.14% NEW $350.71 -7.8%
63 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,083.0 $466K 0.14% NEW $76.67 +15.0%
64 VNQ VANGUARD INDEX FDS 5,133.0 $454K 0.13% NEW $88.49 +9.2%
65 VEA VANGUARD TAX-MANAGED FDS 7,217.0 $451K 0.13% NEW $62.47 +14.6%
66 USRT ISHARES TR 7,452.0 $424K 0.12% NEW $56.96 +14.9%
67 JNJ JOHNSON & JOHNSON Healthcare 1,941.0 $402K 0.12% NEW $206.95 +11.5%
68 RTX RTX CORPORATION Industrials 2,168.0 $398K 0.12% NEW $183.40 -2.2%
69 XOM EXXON MOBIL CORP Energy 3,301.0 $397K 0.12% NEW $120.34 +22.3%
70 AVGO BROADCOM INC Technology 1,110.0 $384K 0.11% NEW $346.10 +23.7%
71 DCO DUCOMMUN INC DEL Industrials 4,000.0 $381K 0.11% NEW $95.13 +59.4%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 1,194.0 $354K 0.10% NEW $296.21 -11.0%
73 AVUS AMERICAN CENTY ETF TR 3,026.0 $338K 0.10% NEW $111.78 +14.0%
74 VXUS VANGUARD STAR FDS 4,452.0 $336K 0.10% NEW $75.45 +13.9%
75 SPHY SPDR SERIES TRUST 14,166.0 $335K 0.10% NEW $23.67 -0.8%
76 IWB ISHARES TR 893.0 $333K 0.10% NEW $373.31 +10.3%
77 EFV ISHARES TR 4,614.0 $329K 0.10% NEW $71.41 +10.0%
78 FTC FIRST TR EXCHANGE-TRADED ALP 2,016.0 $322K 0.10% NEW $159.88 +15.2%
79 CVX CHEVRON CORP NEW Energy 2,100.0 $320K 0.09% NEW $152.41 +20.1%
80 COST COSTCO WHSL CORP NEW Consumer Defensive 366.0 $316K 0.09% NEW $862.34 +15.7%
Page 4 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.4%
Financial Services 20.3%
Healthcare 15.4%
Industrials 11.7%
Consumer Defensive 7.7%
Consumer Cyclical 6.4%
Communication Services 5.0%
Utilities 3.8%
Energy 3.0%
Basic Materials 0.2%