Parkwoods Wealth Partners, LLC

CIK

2042772

Location

SYRACUSE, NY

Portfolio Value

Micro $23,491,553

Diversification

Diversified

Filing Date

Global Rank

#7,613 / 8,603 ▲ 76 · as of Mar 2026

Top Industry

Drug Manufacturers - General 11.5%

3Y Alpha vs SPY

-2.0%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.5%

SPY

+27.9%

Annualised alpha

-1.9%

Max drawdown

−11.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.2%

−1.7 pts

Top 5

29.8%

−3.8 pts

Top 10

47.5%

−3.7 pts

HHI

348

Diversified−46

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.6%	$5,546,020	8
Financial Services	18.1%	$4,244,390	8
Healthcare	16.1%	$3,775,540	9
Industrials	15.4%	$3,609,133	7
Consumer Defensive	9.3%	$2,178,716	6
Consumer Cyclical	6.0%	$1,419,893	3
Unclassified	4.4%	$1,035,318	2
Communication Services	3.5%	$817,837	2
Energy	2.0%	$475,249	1
Utilities	1.5%	$342,077	1
Basic Materials	0.2%	$47,380	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
TGTX	Tg Therapeutics, Inc.	+1,673	8,681	$288,382
AKBA	Akebia Therapeutics, Inc.	+1,000	21,000	$29,190
JELD	JELD-WEN Holding, Inc.	+1,000	14,760	$18,302
TNYA	Tenaya Therapeutics, Inc.	+800	17,800	$12,317
JNJ	Johnson & Johnson	+441	2,382	$582,256
JPM	Jpmorgan Chase & Co	+411	3,555	$1,045,738
IBM	International Business Machines Corp	+394	1,588	$384,915
MSFT	Microsoft Corp	+246	5,221	$1,932,657
PEP	Pepsico Inc	+238	1,647	$255,762
CVX	Chevron Corp	+197	2,297	$475,249
GE	General Electric Co	+25	3,893	$1,104,716
LLY	ELI LILLY & Co	+23	1,924	$1,769,637
GEV	GE Vernova Inc.	+7	969	$845,840
MNST	Monster Beverage Corp	+3	6,086	$440,991
BRK-B	Berkshire Hathaway Inc	+2	1,562	$748,510
TJX	Tjx Companies Inc /De/	+2	1,991	$317,962
NEE	Nextera Energy Inc	+1	3,683	$342,077
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−380	4,372	$1,109,569
WMT	Walmart Inc.	−315	5,426	$674,342
NVDA	Nvidia Corp	−302	6,271	$1,093,661
AMZN	Amazon Com Inc	−217	4,018	$836,828
GOOGL	Alphabet Inc.	−199	751	$215,957
V	Visa Inc.	−86	1,298	$392,307
AVGO	Broadcom Inc.	−64	1,046	$323,747
GS	Goldman Sachs Group Inc	−48	261	$220,803
PG	PROCTER & GAMBLE Co	−39	1,644	$237,459
AFL	Aflac Inc	−18	2,421	$265,607
SPY	Spdr S&P 500 ETF Trust	−17	858	$557,991
COST	Costco Wholesale Corp /New	−12	354	$352,736
RTX	RTX Corp	−10	2,158	$416,278
QQQ	Invesco Qqq Trust, Series 1	−7	827	$477,327
ADP	Automatic Data Processing Inc	−7	1,019	$207,040
META	Meta Platforms, Inc.	−4	1,052	$601,880
APH	Amphenol Corp /De/	−4	2,119	$267,735
BRO	Brown & Brown, Inc.	−3	10,052	$655,490
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
C	Citigroup Inc	2,087	$236,686
ABBV	AbbVie Inc.	1,079	$234,671
ORCL	Oracle Corp	1,541	$226,696
KO	Coca Cola Co	2,859	$217,426
GWW	W.W. Grainger, Inc.	198	$215,980
AQST	Aquestive Therapeutics, Inc.	11,000	$45,650
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	4,351	$239,305
ABT	Abbott Laboratories	1,748	$219,006
JKHY	Jack Henry & Associates Inc	1,147	$209,304
ACN	Accenture plc	770	$206,591
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $23,491,553 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	5,221	+246	$1,932,657	−19.7%	8.23%
LLY	ELI LILLY & Co Healthcare	Added	1,924	+23	$1,769,637	−13.4%	7.53%
AAPL	Apple Inc. Technology	Reduced	4,372	-380	$1,109,569	−14.1%	4.72%
GE	General Electric Co Industrials	Added	3,893	+25	$1,104,716	−7.3%	4.70%
NVDA	Nvidia Corp Technology	Reduced	6,271	-302	$1,093,661	−10.8%	4.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,555	+411	$1,045,738	+3.2%	4.45%
GEV	GE Vernova Inc. Industrials	Added	969	+7	$845,840	+34.5%	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,018	-217	$836,828	−14.4%	3.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,562	+2	$748,510	−4.5%	3.19%
CET	Central Securities Corp Financial Services	Held	13,678	0	$679,249	−2.1%	2.89%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,426	-315	$674,342	+5.4%	2.87%
BRO	Brown & Brown, Inc. Financial Services	Reduced	10,052	-3	$655,490	−18.2%	2.79%
META	Meta Platforms, Inc. Communication Services	Reduced	1,052	-4	$601,880	−13.7%	2.56%
JNJ	Johnson & Johnson Healthcare	Added	2,382	+441	$582,256	+45.0%	2.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	858	-17	$557,991	−6.5%	2.38%
MCK	Mckesson Corp Healthcare	Held	604	0	$522,677	+5.5%	2.22%
ROK	Rockwell Automation, Inc Industrials	Held	1,449	0	$520,017	−7.8%	2.21%
DCO	Ducommun Inc /De/ Industrials	Held	4,000	0	$488,000	+28.2%	2.08%
QQQ	Invesco Qqq Trust, Series 1	Reduced	827	-7	$477,327	−6.8%	2.03%
CVX	Chevron Corp Energy	Added	2,297	+197	$475,249	+48.5%	2.02%
MNST	Monster Beverage Corp Consumer Defensive	Added	6,086	+3	$440,991	−5.4%	1.88%
RTX	RTX Corp Industrials	Reduced	2,158	-10	$416,278	+4.7%	1.77%
V	Visa Inc. Financial Services	Reduced	1,298	-86	$392,307	−19.2%	1.67%
IBM	International Business Machines Corp Technology	Added	1,588	+394	$384,915	+8.8%	1.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	354	-12	$352,736	+11.8%	1.50%
NEE	Nextera Energy Inc Utilities	Added	3,683	+1	$342,077	+15.7%	1.46%
AVGO	Broadcom Inc. Technology	Reduced	1,046	-64	$323,747	−15.7%	1.38%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,991	+2	$317,962	+4.1%	1.35%
CYH	Community Health Systems Inc Healthcare	Held	98,898	0	$290,760	−5.8%	1.24%
TGTX	Tg Therapeutics, Inc. Healthcare	Added	8,681	+1,673	$288,382	+38.0%	1.23%
APH	Amphenol Corp /De/ Technology	Reduced	2,119	-4	$267,735	−6.7%	1.14%
AFL	Aflac Inc Financial Services	Reduced	2,421	-18	$265,607	−1.2%	1.13%
MCD	Mcdonalds Corp Consumer Cyclical	Held	853	0	$265,103	+1.7%	1.13%
PEP	Pepsico Inc Consumer Defensive	Added	1,647	+238	$255,762	+26.5%	1.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,644	-39	$237,459	−1.5%	1.01%
C	Citigroup Inc Financial Services	NEW	2,087	NEW	$236,686	NEW	1.01%
ABBV	AbbVie Inc. Healthcare	NEW	1,079	NEW	$234,671	NEW	1.00%
ORCL	Oracle Corp Technology	NEW	1,541	NEW	$226,696	NEW	0.97%
GS	Goldman Sachs Group Inc Financial Services	Reduced	261	-48	$220,803	−18.7%	0.94%
KO	Coca Cola Co Consumer Defensive	NEW	2,859	NEW	$217,426	NEW	0.93%
GWW	W.W. Grainger, Inc. Industrials	NEW	198	NEW	$215,980	NEW	0.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	751	-199	$215,957	−27.4%	0.92%
ADP	Automatic Data Processing Inc Technology	Reduced	1,019	-7	$207,040	−21.6%	0.88%
GSM	Ferroglobe PLC Basic Materials	Held	11,500	0	$47,380	−11.2%	0.20%
AQST	Aquestive Therapeutics, Inc. Healthcare	NEW	11,000	NEW	$45,650	NEW	0.19%
AKBA	Akebia Therapeutics, Inc. Healthcare	Added	21,000	+1,000	$29,190	−9.3%	0.12%
JELD	JELD-WEN Holding, Inc. Industrials	Added	14,760	+1,000	$18,302	−45.9%	0.08%
TNYA	Tenaya Therapeutics, Inc. Healthcare	Added	17,800	+800	$12,317	+1.8%	0.05%