13F Insight
DOSSIER · 13F-HR · Q2 2026

Rockwood Wealth Management, LLC

$1.6B in tracked AUM across 132 positions as of Q2 2026.

RW
CIK 0001983670 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
132
—
positions
Whale Score
74
74
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Rockwood Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$547M12.3M34.6%02
AVDE
AMERICAN CENTY ETF TR
$282M3.2M17.8%03
MEAR
ISHARES U S ETF TR
$119M2.4M7.5%04
DFEM
DIMENSIONAL ETF TRUST
$88M2.2M5.5%05
AVUS
AMERICAN CENTY ETF TR
$78M606K4.9%06
SPSB
SPDR SERIES TRUST
$77M2.6M4.9%07
DFIC
DIMENSIONAL ETF TRUST
$66M1.8M4.2%08
AVEM
AMERICAN CENTY ETF TR
$61M628K3.8%09
SPIB
SPDR SERIES TRUST
$36M1.1M2.3%10
DFGR
DIMENSIONAL ETF TRUST
$33M1.2M2.1%

Filing history

2026Q2Jun 30
$1.6B▲ 13.3%
132 positionsView →2026Q1Mar 31
$1.4B▲ 4.2%
118 positionsView →2025Q4Dec 31
$1.3B▲ 7.2%
119 positionsView →2025Q3Sep 30
$1.3B▲ 10.1%
108 positionsView →2025Q2Jun 30
$1.1B▲ 15.8%
106 positionsLocked2025Q1Mar 31
$981M▲ 5.9%
97 positionsLocked2024Q4Dec 31
$926M▲ 1.9%
98 positionsLocked2024Q3Sep 30
$909M▲ 10.7%
89 positionsLocked2024Q2Jun 30
$821M▲ 6.0%
87 positionsLocked2024Q1Mar 31
$775M▲ 13.5%
81 positionsLocked2023Q4Dec 31
$683M▲ 14.6%
79 positionsLocked2023Q3Sep 30
$596M▲ 2.3%
68 positionsLocked
Showing 12 of 19