You're signed outSign in or to get full access.
Parkwoods Wealth Partners, LLC
Parkwoods Wealth Partners, LLC is a Syracuse, NY-based independent investment advisory firm serving families, professionals, and small business owners. Founded with a vision to provide personalized and compassionate financial guidance, the firm is dedicated to long-term wealth management through tailored financial plans and evidence-based advice. Parkwoods emphasizes transparency, integrity, and a client-centric approach, helping clients achieve retirement planning, estate strategies, and investment optimization. The firm manages hundreds of millions in assets and delivers expertise for safeguarding and growing wealth for future generations.
Investment Strategy
Parkwoods Wealth Partners utilizes a customized, evidence-based investment approach that centers on understanding clients’ unique goals, risk tolerance, and life circumstances. The firm focuses on comprehensive financial planning, long-term wealth management, and portfolio diversification, investing primarily in low-cost, diversified ETFs and mutual funds, with an emphasis on building lasting relationships and trust through transparent advice and proactive communication. Investment portfolios are tailored to prioritize client-defined outcomes, balancing growth with risk management to secure financial independence and legacy objectives.
Latest 13F Filing Activity
Parkwoods Wealth Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 96 equity positions with a total 13F market value of $293M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Parkwoods Wealth Partners, LLC reduced exposure to SPDR Series Trust, Intuit, Accenture PLC Ireland among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAT | DIMENSIONAL ETF TRUST | 16.93% | $49.6M | 852,628 | $56.04 | $58.21 | +$15.1M |
D DFUV | DIMENSIONAL ETF TRUST | 14.09% | $41.3M | 924,248 | $42.42 | $44.69 | +$12.0M |
D DFUS | DIMENSIONAL ETF TRUST | 12.26% | $35.9M | 495,909 | $64.35 | $72.44 | +$9.7M |
D DFIV | DIMENSIONAL ETF TRUST | 10.27% | $30.1M | 652,587 | $40.29 | $46.12 | +$9.2M |
D DFAC | DIMENSIONAL ETF TRUST | 6.91% | $20.3M | 525,419 | $36.54 | $38.57 | +$12.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more