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Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC is an independent registered investment adviser based in New Hope, Pennsylvania. Founded in 2003, the firm serves high net worth individuals and families, as well as pension plans and charitable organizations. With approximately 40–50 employees, Rockwood offers comprehensive wealth management services that include financial planning, investment management, and retirement strategies. The firm primarily caters to clients seeking tailored advice and long-term financial guidance.
Investment Strategy
Rockwood Wealth Management, LLC employs a client-focused, diversified approach to investment management. The firm conducts asset allocation based on individual risk tolerance, financial goals, and tax considerations. Its portfolio construction emphasizes broad diversification through exchange-traded funds, mutual funds, and direct equity holdings, while managing downside risk and maximizing long-term returns. Rockwood commits to ongoing monitoring and tactical adjustments aligned with changing market conditions and client circumstances, focusing on asset preservation, income generation, and capital growth for high net worth individuals and retirement plan sponsors.
Latest 13F Filing Activity
Rockwood Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 107 equity positions with a total 13F market value of $1B. The fund increased holdings in Dimensional Etf Trust, American Centy Etf TR, Dimensional Etf Trust among other positions. Rockwood Wealth Management, LLC reduced exposure to PIMCO Etf TR, Vanguard Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 33.97% | $425.1M | 11,022,086 | $28.97 | $38.57 | +$43.0M |
A AVDE | AMERICAN CENTY ETF TR | 17.71% | $221.6M | 2,808,323 | $58.45 | $78.90 | +$33.1M |
M MEAR | ISHARES U S ETF TR | 8.18% | $102.4M | 2,027,539 | $49.97 | $50.51 | +$6.5M |
S SPSB | SPDR SERIES TRUST | 5.16% | $64.6M | 2,132,703 | $29.90 | $30.29 | +$2.9M |
A AVUS | AMERICAN CENTY ETF TR | 5.06% | $63.4M | 582,896 | $79.96 | $108.70 | +$3.3M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | New Hope, PA , United States | |
 | Principal | Doylestown, PA , United States | |
M Mark Kelly | Principal | New Hope, PA , United States | |
 | Trader | Philadelphia, PA , United States | |
S Sam Feldbaum | Principal | Philadelphia, PA , United States | |
B Brian Hansen | Principal | Philadelphia, PA , United States | |
C Cfp® Aif® | Principal | New Hope, PA , United States | |
 | Financial Trader | TX , United States |
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