Parkwoods Wealth Partners, LLC
Filing Date
Global Rank
#2,220
/ 2,968
▲ 5406
Top Industry
Drug Manufacturers - General
10.2%
3Y Alpha vs SPY
-2.4%
Period ended 29 days ago
Filed Jul 27, 2026 · 2d
8 quarters · since Sep 2024
Clone Performance
Nov 2024–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+24.3%
SPY
+27.1%
Annualised alpha
-1.5%
Max drawdown
−11.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.8%
−0.2 pts
Top 5
27.8%
−1.3 pts
Top 10
42.2%
−4.1 pts
HHI
281
Diversified−56
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.8% | $14,470,063 |
| Financial Services | 14.7% | $6,888,700 |
| Healthcare | 13.3% | $6,232,372 |
| Industrials | 11.5% | $5,415,213 |
| Consumer Defensive | 8.3% | $3,913,221 |
| Energy | 6.8% | $3,206,045 |
| Consumer Cyclical | 5.4% | $2,545,210 |
| Unclassified | 3.4% | $1,593,826 |
| Communication Services | 3.0% | $1,410,846 |
| Utilities | 1.5% | $692,278 |
| Real Estate | 1.1% | $523,392 |
| Basic Materials | 0.1% | $36,570 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JELD | JELD-WEN Holding, Inc. | +16,000 | 30,760 | $46,140 | |
| AAPL | Apple Inc. | +8,326 | 12,698 | $3,674,293 | |
| NVDA | Nvidia Corp | +2,741 | 9,012 | $1,803,210 | |
| MSFT | Microsoft Corp | +2,674 | 7,895 | $2,944,992 | |
| AMZN | Amazon Com Inc | +2,664 | 6,682 | $1,592,587 | |
| CVX | Chevron Corp | +2,223 | 4,520 | $749,235 | |
| GOOGL | Alphabet Inc. | +1,783 | 2,534 | $905,575 | |
| ORCL | Oracle Corp | +1,471 | 3,012 | $441,408 | |
| NEE | Nextera Energy Inc | +1,417 | 5,100 | $447,627 | |
| COST | Costco Wholesale Corp /New | +1,180 | 1,534 | $1,435,010 | |
| BRK-B | Berkshire Hathaway Inc | +932 | 2,494 | $1,247,972 | |
| XOM | ExxonMobil Holdings Corp | +884 | 4,365 | $596,782 | |
| TGTX | Tg Therapeutics, Inc. | +850 | 9,531 | $523,633 | |
| WMT | Walmart Inc. | +830 | 6,256 | $708,553 | |
| TNYA | Tenaya Therapeutics, Inc. | +700 | 18,500 | $13,671 | |
| LLY | ELI LILLY & Co | +589 | 2,513 | $3,014,167 | |
| JPM | Jpmorgan Chase & Co | +530 | 4,085 | $1,337,143 | |
| KO | Coca Cola Co | +503 | 3,362 | $273,229 | |
| V | Visa Inc. | +388 | 1,686 | $578,449 | |
| SPY | Spdr S&P 500 ETF Trust | +374 | 1,232 | $920,020 | |
| ABBV | AbbVie Inc. | +362 | 1,441 | $362,613 | |
| AVGO | Broadcom Inc. | +305 | 1,351 | $510,340 | |
| APH | Amphenol Corp /De/ | +212 | 2,331 | $411,001 | |
| RTX | RTX Corp | +165 | 2,323 | $440,742 | |
| JNJ | Johnson & Johnson | +139 | 2,521 | $640,258 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | 34,706 | $1,275,792 | |
| AMD | Advanced Micro Devices Inc | 1,684 | $978,252 | |
| AMAT | Applied Materials Inc /De | 1,279 | $924,717 | |
| MU | Micron Technology Inc | 592 | $683,339 | |
| OKE | Oneok Inc /New/ | 6,720 | $584,236 | |
| CSCO | Cisco Systems, Inc. | 4,865 | $571,442 | |
| AXP | American Express Co | 1,577 | $533,420 | |
| WELL | Welltower Inc. | 2,306 | $523,392 | |
| HD | Home Depot, Inc. | 1,132 | $399,233 | |
| MRK | Merck & Co., Inc. | 2,651 | $340,653 | |
| CAT | Caterpillar Inc | 315 | $335,443 | |
| WFC | Wells Fargo & Company/Mn | 3,880 | $320,643 | |
| LRCX | Lam Research Corp | 734 | $318,064 | |
| MS | Morgan Stanley | 1,478 | $308,961 | |
| STX | Seagate Technology Holdings plc | 287 | $276,955 | |
| BAC | Bank Of America Corp /De/ | 4,831 | $275,270 | |
| ETR | Entergy Corp /De/ | 2,130 | $244,651 | |
| GILD | Gilead Sciences, Inc. | 1,935 | $244,467 | |
| TXN | Texas Instruments Inc | 794 | $236,667 | |
| PM | Philip Morris International Inc. | 1,303 | $235,725 | |
| ABT | Abbott Laboratories | 2,581 | $234,199 | |
| MO | Altria Group, Inc. | 2,951 | $212,324 | |
| ETN | Eaton Corp plc | 471 | $200,702 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
72 tracked positions ·
$46,927,736 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 72 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 12,698 | $3,674,293 | 7.83% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,513 | $3,014,167 | 6.42% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,895 | $2,944,992 | 6.28% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,012 | $1,803,210 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,682 | $1,592,587 | 3.39% | |
| GE |
General Electric Co
Industrials
|
Added | 3,988 | $1,490,435 | 3.18% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,534 | $1,435,010 | 3.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,085 | $1,337,143 | 2.85% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
NEW | 34,706 | $1,275,792 | 2.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,494 | $1,247,972 | 2.66% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 993 | $1,166,635 | 2.49% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,684 | $978,252 | 2.08% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 1,279 | $924,717 | 1.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,232 | $920,020 | 1.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,534 | $905,575 | 1.93% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,520 | $749,235 | 1.60% | |
| DCO |
Ducommun Inc /De/
Industrials
|
Held | 4,000 | $740,840 | 1.58% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Added | 1,456 | $720,836 | 1.54% | |
| CET |
Central Securities Corp
Financial Services
|
Held | 13,678 | $717,411 | 1.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,256 | $708,553 | 1.51% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 592 | $683,339 | 1.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 915 | $673,806 | 1.44% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Added | 10,060 | $645,349 | 1.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,521 | $640,258 | 1.36% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,365 | $596,782 | 1.27% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 6,111 | $587,389 | 1.25% | |
| OKE |
Oneok Inc /New/
Energy
|
NEW | 6,720 | $584,236 | 1.24% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,686 | $578,449 | 1.23% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 4,865 | $571,442 | 1.22% | |
| AXP |
American Express Co
Financial Services
|
NEW | 1,577 | $533,420 | 1.14% | |
| TGTX |
Tg Therapeutics, Inc.
Healthcare
|
Added | 9,531 | $523,633 | 1.12% | |
| WELL |
Welltower Inc.
Real Estate
|
NEW | 2,306 | $523,392 | 1.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,351 | $510,340 | 1.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 897 | $505,271 | 1.08% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,643 | $462,028 | 0.98% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 607 | $458,649 | 0.98% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 5,100 | $447,627 | 0.95% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,012 | $441,408 | 0.94% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,323 | $440,742 | 0.94% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 2,331 | $411,001 | 0.88% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 1,132 | $399,233 | 0.85% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,441 | $362,613 | 0.77% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 348 | $351,956 | 0.75% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 2,651 | $340,653 | 0.73% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 315 | $335,443 | 0.71% | |
| CYH |
Community Health Systems Inc
Healthcare
|
Held | 98,898 | $330,319 | 0.70% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
NEW | 3,880 | $320,643 | 0.68% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 734 | $318,064 | 0.68% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 2,063 | $312,544 | 0.67% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 1,478 | $308,961 | 0.66% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.