You're signed outSign in or to get full access.
Parkworth Wealth Management, Inc.
Parkworth Wealth Management, Inc. is a fee-only, SEC-registered investment adviser based in Los Gatos, California, serving families and individuals in the tech industry and beyond, primarily throughout the San Francisco Bay Area. The firm offers holistic wealth management services including financial planning, equity compensation planning, investment management, and tax planning, all provided as a fiduciary. Founded approximately 18 years ago, Parkworth employs 4 professionals and emphasizes a client-centered, conflict-free approach to wealth management, focusing on long-term, ongoing coaching relationships with clients.
Investment Strategy
Parkworth Wealth Management follows a holistic, client-centered investment approach, emphasizing fee-only, fiduciary advice tailored to the individual goals of clients, especially in the technology sector. The firm integrates investment management with comprehensive financial planning—including equity compensation and tax strategies—to help clients build and protect wealth over time. Their strategy prioritizes asset allocation, long-term growth, minimizing conflicts of interest, and ongoing advisory relationships to guide clients through the evolving complexities of personal finance.
Latest 13F Filing Activity
Parkworth Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,335 equity positions with a total 13F market value of $139M. The fund increased holdings in American Centy Etf TR, Dimensional Etf Trust, American Centy Etf TR among other positions. Parkworth Wealth Management, Inc. reduced exposure to Dimensional Etf Trust, Apple Inc., Vanguard World FD among others.
Top Holdings
Equity Positions (1,335)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 12.46% | $17.3M | 171,198 | $97.04 | $100.82 | +$1.9M |
D DFAC | DIMENSIONAL ETF TRUST | 11.77% | $16.3M | 454,937 | $34.61 | $35.84 | +$1.5M |
D DFCF | DIMENSIONAL ETF TRUST | 5.24% | $7.3M | 171,578 | $41.34 | $42.26 | +$211.6K |
B BIV | VANGUARD BD INDEX FDS | 5.20% | $7.2M | 93,079 | $74.88 | $77.34 | +$174.1K |
A AVDE | AMERICAN CENTY ETF TR | 5.16% | $7.1M | 96,556 | $61.79 | $74.01 | +$959.8K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more