Parkwoods Wealth Partners, LLC

Q4 2025 13F Detailed Holdings

Location
Syracuse, NY
Holdings as of
12/31/2025
Value ($000)
$339,919
Num holdings
112
Date filed
1/15/2026
Form type
13F-HR
Prev filing
10/14/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 DIMENSIONAL FUND ADVISORS LP 028-01186