AAPLApple Inc.
What Parkwoods Wealth Partners, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2042772 · Filed Jul 27, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 925.4K | +1.4% | $64.7M | 10.4% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 1.1M | +3.7% | $58.5M | 9.4% |
DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | 972.1K | New | $46.4M | 7.5% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL |
| 839.2K |
| +9.2% |
| $45.3M |
| 7.3% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 539.4K | New | $44.2M | 7.1% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 801K | New | $35.5M | 5.7% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 304.7K | +5.5% | $25.1M | 4% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 413.5K | New | $16M | 2.6% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP V | 367.6K | +13.8% | $14.8M | 2.4% |
DIMENSIONAL ETF TRUSTINTL COR FIX ETF | 270.5K | New | $14.5M | 2.3% |
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | 350K | +26.9% | $14.1M | 2.3% |
DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | 302.3K | New | $12.8M | 2% |
DIMENSIONAL ETF TRUSTUS CORE EQT MKT | 212.1K | −5.9% | $11M | 1.8% |
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | 200K | New | $8.3M | 1.3% |
DIMENSIONAL ETF TRUSTINTL CORE EQT MK | 200.6K | +21.9% | $8.3M | 1.3% |
DIMENSIONAL ETF TRUSTEMERGING MKTS CO | 198.3K | +27.9% | $8.1M | 1.3% |
DIMENSIONAL ETF TRUSTULTR FIX INC ETF | 151.5K | New | $7.7M | 1.2% |
ISHARES TRCORE S&P500 ETF | 10K | +1,165.1% | $7.5M | 1.2% |
DIMENSIONAL ETF TRUSTGLOBAL REAL EST | 237.2K | +22.1% | $6.9M | 1.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 17.1K | +448.8% | $6.3M | 1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 79.3K | +48.7% | $6.2M | 1% |
ISHARES TRCORE MSCI EAFE | 59.3K | New | $5.7M | 0.9% |
DIMENSIONAL ETF TRUSTINTL CORE EQUITY | 153.3K | +14.3% | $5.7M | 0.9% |
AMERICAN CENTY ETF TRINTL SMCP VLU | 53.1K | +120.7% | $5.5M | 0.9% |
EA SERIES TRUSTBRID OMN SMA ETF | 171.4K | New | $5M | 0.8% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP E | 130.7K | +35.7% | $4.6M | 0.7% |
AMERICAN CENTY ETF TRUS SML CP VALU | 36.6K | +65.9% | $4.6M | 0.7% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 134.5K | New | $4M | 0.6% |
AAPLApple Inc. | 12.7K | +190.4% | $3.7M | 0.6% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 97K | −2.2% | $3.6M | 0.6% |
DIMENSIONAL ETF TRUSTWORLD EQUITY ETF | 41K | +14.0% | $3.4M | 0.5% |
DIMENSIONAL ETF TRUSTGLOBAL CR ETF | 61.9K | New | $3.4M | 0.5% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 39.1K | New | $3.3M | 0.5% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 4.8K | +30.4% | $3.3M | 0.5% |
DIMENSIONAL ETF TRUSTUS LARG VALU ETF | 82.4K | New | $3.3M | 0.5% |
LLYELI LILLY & Co | 2.5K | +30.6% | $3M | 0.5% |
MSFTMicrosoft Corp | 7.9K | +51.2% | $2.9M | 0.5% |
ISHARES TRCORE S&P TTL STK | 17.6K | +2.0% | $2.9M | 0.5% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 103K | New | $2.9M | 0.5% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 56.1K | +44.9% | $2.8M | 0.5% |
ISHARES TRGLOBAL REIT ETF | 100.4K | New | $2.8M | 0.4% |
DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | 73.1K | +18.4% | $2.5M | 0.4% |
ISHARES TRSHRT NAT MUN ETF | 22.8K | +61.7% | $2.4M | 0.4% |
ISHARES TRCORE S&P SCP ETF | 15.7K | New | $2.3M | 0.4% |
JANUS DETROIT STR TRHENDRSON AAA CL | 42.3K | −10.8% | $2.1M | 0.3% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 32.8K | +6.2% | $1.9M | 0.3% |
DIMENSIONAL ETF TRUSTGLOB CO PLUS ETF | 33.9K | New | $1.8M | 0.3% |
NVDANVIDIA Corp | 9K | +43.7% | $1.8M | 0.3% |
SCHWAB STRATEGIC TRINTL SCEQT ETF | 34.4K | New | $1.7M | 0.3% |
AMERICAN CENTY ETF TRUS LARGE CAP VLU | 18K | +60.2% | $1.6M | 0.3% |
AMZNAmazon Com Inc | 6.7K | +66.3% | $1.6M | 0.3% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 27.1K | New | $1.6M | 0.3% |
VANGUARD INDEX FDSSM CP VAL ETF | 6.2K | New | $1.5M | 0.2% |
GEGeneral Electric Co | 4K | +2.4% | $1.5M | 0.2% |
ISHARES TREAFE SML CP ETF | 17.6K | New | $1.4M | 0.2% |
COSTCostco Wholesale Corp | 1.5K | +333.3% | $1.4M | 0.2% |
EA SERIES TRUSTALPHA ARCH 1-3 | 11.6K | ±0% | $1.4M | 0.2% |
JPMJPMorgan Chase & Co | 4.1K | +14.9% | $1.3M | 0.2% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 18K | +138.3% | $1.3M | 0.2% |
EPDEnterprise Products Partners L.P. | 34.7K | New | $1.3M | 0.2% |
ISHARES TREAFE VALUE ETF | 16.4K | +255.3% | $1.3M | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 2.5K | +59.7% | $1.2M | 0.2% |
ISHARES TRSP SMCP600VL ETF | 8.6K | New | $1.2M | 0.2% |
GEVGE Vernova Inc. | 993 | +2.5% | $1.2M | 0.2% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 31.2K | New | $1.1M | 0.2% |
ISHARES INCCORE MSCI EMKT | 11.8K | New | $978.3K | 0.2% |
AMDAdvanced Micro Devices Inc | 1.7K | New | $978.3K | 0.2% |
AMERICAN CENTY ETF TRAVANTIS EMGMKT | 9.9K | +22.0% | $954.4K | 0.2% |
AMATApplied Materials Inc | 1.3K | New | $924.7K | 0.1% |
SPYSPDR S&P 500 ETF Trust | 1.2K | +43.6% | $920.2K | 0.1% |
GOOGLAlphabet Inc. | 2.5K | +237.4% | $905.6K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 4.1K | +267.4% | $892K | 0.1% |
VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | 11.7K | New | $885.2K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 14.7K | +60.7% | $874.4K | 0.1% |
GOOGAlphabet Inc. | 2.2K | New | $790.7K | 0.1% |
SCHWAB STRATEGIC TRSHT TM US TRES | 32.2K | New | $777.4K | 0.1% |
CVXChevron Corp | 4.5K | +96.8% | $749.2K | 0.1% |
DCODucommun Inc | 4K | ±0% | $740.8K | 0.1% |
ISHARES TRCORE MSCI INTL | 8.2K | −0.4% | $731.3K | 0.1% |
ROKRockwell Automation, Inc | 1.5K | +0.5% | $721K | 0.1% |
DIMENSIONAL ETF TRUSTUS REAL ESTA ETF | 27.5K | New | $718.5K | 0.1% |
CETCentral Securities Corp | 13.7K | ±0% | $717.4K | 0.1% |
WMTWalmart Inc. | 6.3K | +15.3% | $708.5K | 0.1% |
MUMicron Technology Inc | 592 | New | $683.3K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 915 | +10.6% | $673.8K | 0.1% |
ISHARES TRCRE U S REIT ETF | 10K | +21.4% | $663.4K | 0.1% |
BROBrown & Brown, Inc. | 10.1K | +0.1% | $645.3K | 0.1% |
JNJJohnson & Johnson | 2.5K | +5.8% | $640.3K | 0.1% |
SCHWAB STRATEGIC TRGOVT MONE MA ETF | 6.3K | New | $630.6K | 0.1% |
EXXON MOBIL CORPCOM | 4.4K | +25.4% | $596.8K | 0.1% |
MNSTMonster Beverage Corp | 6.1K | +0.4% | $587.4K | 0.1% |
OKEONEOK Inc | 6.7K | New | $584.2K | 0.1% |
VVisa Inc. | 1.7K | +29.9% | $578.5K | 0.1% |
CSCOCisco Systems, Inc. | 4.9K | New | $571.4K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 2.5K | −2.3% | $557.5K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 1.8K | New | $541.7K | 0.1% |
AXPAmerican Express Co | 1.6K | New | $533.4K | 0.1% |
TGTXTG Therapeutics, Inc. | 9.5K | +9.8% | $523.6K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 5.4K | +5.8% | $523.5K | 0.1% |
WELLWelltower Inc. | 2.3K | New | $523.3K | 0.1% |
AVGOBroadcom Inc. | 1.4K | +29.2% | $510.3K | 0.1% |
METAMeta Platforms, Inc. | 897 | −14.7% | $505.5K | 0.1% |
SPDR SERIES TRUSTST STR SP500FF | 8.1K | New | $497.4K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 2.2K | New | $491.6K | 0.1% |
IBMInternational Business Machines Corp | 1.6K | +3.5% | $462K | 0.1% |
MCKMcKesson Corp | 607 | +0.5% | $458.6K | 0.1% |
NEENextEra Energy Inc | 5.1K | +38.5% | $447.6K | 0.1% |
ORCLOracle Corp | 3K | +95.5% | $441.4K | 0.1% |
SCHWAB STRATEGIC TREMRG MKTEQ ETF | 12.2K | New | $441.1K | 0.1% |
RTXRTX Corp | 2.3K | +7.6% | $440.7K | 0.1% |
SPDR INDEX SHS FDSST STR MSCI EAFE | 8K | New | $431K | 0.1% |
VANGUARD INTL EQUITY INDEX FGLB EX US ETF | 9.5K | +1.3% | $428.2K | 0.1% |
DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF | 5.2K | New | $425.5K | 0.1% |
APHAmphenol Corp | 2.3K | +10.0% | $411K | 0.1% |
HDHome Depot, Inc. | 1.1K | New | $399.2K | 0.1% |
AMERICAN CENTY ETF TRINTL EQT ETF | 4.4K | +84.1% | $389.6K | 0.1% |
AMERICAN CENTY ETF TRUS EQT ETF | 3K | ±0% | $387.6K | 0.1% |
FIRST TR EXCHANGE-TRADED ALPCOM SHS | 2K | −1.4% | $385.2K | 0.1% |
ISHARES TRRUS 1000 ETF | 895 | +0.1% | $366.3K | 0.1% |
ABBVAbbVie Inc. | 1.4K | +33.5% | $362.5K | 0.1% |
AMERICAN CENTY ETF TRAVANTIS ALL EQT | 3.6K | New | $359.6K | 0.1% |
GSGoldman Sachs Group Inc | 348 | +33.3% | $352K | 0.1% |
DIMENSIONAL ETF TRUSTCALIF MUN BD ETF | 7K | +46.2% | $351.6K | 0.1% |
MRKMerck & Co., Inc. | 2.7K | New | $340.7K | 0.1% |
CATCaterpillar Inc | 315 | New | $335.4K | 0.1% |
CYHCommunity Health Systems Inc | 98.9K | ±0% | $330.3K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 9.3K | New | $325K | 0.1% |
WFCWells Fargo & Company | 3.9K | New | $320.6K | 0.1% |
LRCXLAM Research Corp | 734 | New | $318.1K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 3.7K | −21.0% | $316.8K | 0.1% |
TJXTJX Companies Inc | 2.1K | +3.6% | $312.5K | 0.1% |
MSMorgan Stanley | 1.5K | New | $309K | 0.1% |
SPDR SERIES TRUSTST PORT HIGH ETF | 13.1K | New | $307.7K | 0.1% |
ISHARES TRCORE 1 5 YR USD | 6.3K | New | $303.3K | 0.1% |
ISHARES TRTRS FLT RT BD | 5.9K | −76.8% | $299.4K | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 1.9K | +0.1% | $298.5K | 0.1% |
AFLAflac Inc | 2.4K | +1.1% | $287K | 0.1% |
CCitigroup Inc | 2K | −2.4% | $285.1K | 0.1% |
ISHARES U S ETF TRGSCI CMDTY STGY | 9.2K | +38.1% | $280.1K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF | 1.8K | New | $279.2K | 0.1% |
SPDR SERIES TRUSTST STR SP TELCO | 1.2K | New | $277.5K | 0.1% |
STXSeagate Technology Holdings plc | 287 | New | $277K | 0.1% |
BACBank of America Corp | 4.8K | New | $275.3K | 0.1% |
GWWW.W. Grainger, Inc. | 201 | +1.5% | $273.4K | 0.1% |
KOCoca Cola Co | 3.4K | +17.6% | $273.2K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1.1K | ±0% | $270.5K | 0.1% |
AMERICAN CENTY ETF TRINTERNATIONAL LR | 3.4K | New | $264.5K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 2.1K | New | $262.7K | 0.1% |
ETREntergy Corp | 2.1K | New | $244.7K | 0.1% |
GILDGilead Sciences, Inc. | 1.9K | New | $244.5K | 0.1% |
MCDMcDonald's Corp | 891 | +4.5% | $240.8K | 0.1% |
TXNTexas Instruments Inc | 794 | New | $236.7K | 0.1% |
PMPhilip Morris International Inc. | 1.3K | New | $235.7K | 0.1% |
ABTAbbott Laboratories | 2.6K | New | $234.2K | 0.1% |
ADPAutomatic Data Processing Inc | 1K | +2.3% | $233.4K | 0.1% |
PGPROCTER & GAMBLE Co | 1.6K | −4.3% | $230.8K | 0.1% |
PEPPepsiCo Inc | 1.7K | +3.2% | $230.2K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 1.6K | New | $219.1K | 0.1% |
ISHARES TRMSCI EAFE ETF | 2.1K | New | $216.1K | 0.1% |
MOAltria Group, Inc. | 3K | New | $212.3K | 0.1% |
ISHARES TRS&P MC 400GR ETF | 1.8K | New | $205.6K | 0.1% |
ISHARES TRMICRO-CAP ETF | 1K | New | $205.5K | 0.1% |
ETNEaton Corp plc | 471 | New | $200.7K | 0.1% |
JELDJELD-WEN Holding, Inc. | 30.8K | +108.4% | $46.1K | 0.1% |
AQSTAquestive Therapeutics, Inc. | 11K | ±0% | $45.8K | 0.1% |
GSMFerroglobe PLC | 11.5K | ±0% | $36.6K | 0.1% |
AKBAAkebia Therapeutics, Inc. | 21K | +0.2% | $24K | 0.1% |
TNYATenaya Therapeutics, Inc. | 18.5K | +3.9% | $13.7K | 0.1% |
