§ 13F · FUND PROFILE
Parkworth Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $139M (13F)Positions · 1352Turnover · — · Q2Filed · Aug 13, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$466K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 13, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 171K | $17M | 12.5% | +3% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 455K | $16M | 11.8% | +2% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 172K | $7M | 5.2% | +3% |
| 4 | BIV | VANGUARD BD INDEX FDS | 93K | $7M | 5.2% | +1% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 97K | $7M | 5.2% | +3% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 224K | $7M | 5.0% | +3% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 50K | $5M | 3.3% | +5% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 82K | $4M | 3.2% | ±0% |
| 9 | DFSD | DIMENSIONAL ETF TRUST | 82K | $4M | 2.8% | +2% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 55K | $4M | 2.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARKWORTH SIGNAL
AC read
Parkworth Wealth Management, Inc. is a Other fund managing $139 million in assets. The fund runs a massive portfolio of 1,352 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed