DOSSIER · 13F-HR · Q2 2025

Parkworth Wealth Management, Inc.

$139M in tracked AUM across 1,352 positions as of Q2 2025.

PW
CIK 0002026602 · last filed Jun 30, 2025
Total AUM
$139M
as of Q2 2025
Holdings
1,352
positions
Whale Score
36
36
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

Parkworth Wealth Management, Inc. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$139M 10.6%
1,352 positionsLocked
2025Q1Mar 31
$125M 4.2%
1,226 positionsLocked
2024Q4Dec 31
$120M
1,271 positionsLocked