13F Insight
DOSSIER · 13F-HR · Q2 2025

Parkworth Wealth Management, Inc.

Parkworth Wealth's hedge fund based in Stamford, CT — $139M in tracked AUM across 1,352 positions as of Q2 2025.

PW
Parkworth Wealth·Stamford, CT·Hedge Fund
CIK 0002026602 · last filed Jun 30, 2025
Total AUM
$139M
▲ 6.3%
vs prior
Holdings
1,352
—
positions
Whale Score
39
39
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q2 2025 · 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
01
AVUS
AMERICAN CENTY ETF TR
$17M171K12.5%
02
DFAC
DIMENSIONAL ETF TRUST
$16M455K11.8%
03
DFCF
DIMENSIONAL ETF TRUST
$7M172K5.2%
04
BIV
VANGUARD BD INDEX FDS
$7M93K5.2%
05
AVDE
AMERICAN CENTY ETF TR
$7M97K5.2%
06
DFIC
DIMENSIONAL ETF TRUST
$7M224K5.0%
07
AVUV
AMERICAN CENTY ETF TR
$5M50K3.3%
08
DFAT
DIMENSIONAL ETF TRUST
$4M82K3.2%
09
DFSD
DIMENSIONAL ETF TRUST
$4M82K2.8%
10
AVEM
AMERICAN CENTY ETF TR
$4M55K2.7%

Filing history

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