Parkwoods Wealth Partners, LLC
Parkwoods Wealth Partners, LLC reported 172 holdings worth US$622M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Parkwoods Wealth Partners, LLC reported 172 holdings worth US$622M as of Jun 30, 2026. Largest: Apple Inc, Eli Lilly And Company and Microsoft Corp. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 172
- Value as reported
- US$622M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 12,698 | US$3.67M | 0.59% |
| Eli Lilly And Company | 2,513 | US$3.01M | 0.48% |
| Microsoft Corp. | 7,895 | US$2.95M | 0.47% |
| Nvidia Corporation | 9,012 | US$1.8M | 0.29% |
| Alphabet Inc (google) Class C | 4,747 | US$1.7M | 0.27% |
| Amazon.com, Inc. | 6,682 | US$1.59M | 0.26% |
| Ge Aerospace | 3,988 | US$1.49M | 0.24% |
| Costco Wholesale Corporation | 1,534 | US$1.44M | 0.23% |
| Jp Morgan Chase & Co. | 4,085 | US$1.34M | 0.21% |
| Enterprise Products Partners L.p. | 34,706 | US$1.28M | 0.20% |
| Berkshire Hathaway Inc. | 2,494 | US$1.25M | 0.20% |
| Ge Vernova Inc. | 993 | US$1.17M | 0.19% |
| Advanced Micro Devices Inc | 1,684 | US$978K | 0.16% |
| Applied Materials, Inc. | 1,279 | US$925K | 0.15% |
| Chevron Corporation | 4,520 | US$749K | 0.12% |
| Ducommun Incorporated | 4,000 | US$741K | 0.12% |
| Rockwell Automation, Inc. | 1,456 | US$721K | 0.12% |
| Walmart Inc. | 6,256 | US$709K | 0.11% |
| Micron Technology, Inc. | 592 | US$683K | 0.11% |
| Brown & Brown, Inc. | 10,060 | US$645K | 0.10% |
| Johnson & Johnson | 2,521 | US$640K | 0.10% |
| Exxon Mobil Corporation | 4,365 | US$597K | 0.10% |
| Monster Beverage Corporation | 6,111 | US$587K | 0.09% |
| Oneok, Inc. | 6,720 | US$584K | 0.09% |
| Visa Inc. | 1,686 | US$578K | 0.09% |
| Cisco Systems, Inc. | 4,865 | US$571K | 0.09% |
| American Express Company | 1,577 | US$533K | 0.09% |
| Tg Therapeutics, Inc. | 9,531 | US$524K | 0.08% |
| Welltower Inc. | 2,306 | US$523K | 0.08% |
| Broadcom Inc. | 1,351 | US$510K | 0.08% |
| Meta Platforms, Inc. | 897 | US$505K | 0.08% |
| International Business Machines Corporation | 1,643 | US$462K | 0.07% |
| Mckesson Corporation | 607 | US$459K | 0.07% |
| Nextera Energy, Inc. | 5,100 | US$448K | 0.07% |
| Oracle Corporation | 3,012 | US$441K | 0.07% |
| Rtx Corporation | 2,323 | US$441K | 0.07% |
| Amphenol Corporation | 2,331 | US$411K | 0.07% |
| Home Depot, Inc. (the) | 1,132 | US$399K | 0.06% |
| Abbvie Inc. | 1,441 | US$362K | 0.06% |
| Goldman Sachs Group, Inc. (the) | 348 | US$352K | 0.06% |
| Merck & Company, Inc. | 2,651 | US$341K | 0.05% |
| Caterpillar, Inc. | 315 | US$335K | 0.05% |
| Community Health Systems, Inc. | 98,898 | US$330K | 0.05% |
| Wells Fargo & Company | 3,880 | US$321K | 0.05% |
| Lam Research Corporation | 734 | US$318K | 0.05% |
| Tjx Companies, Inc. (the) | 2,063 | US$313K | 0.05% |
| Morgan Stanley | 1,478 | US$309K | 0.05% |
| Aflac Incorporated | 2,448 | US$287K | 0.05% |
| Citigroup, Inc. | 2,037 | US$285K | 0.05% |
| Bank Of America Corporation | 4,831 | US$275K | 0.04% |
| W.w. Grainger, Inc. | 201 | US$273K | 0.04% |
| Coca-cola Company (the) | 3,362 | US$273K | 0.04% |
| Entergy Corporation | 2,130 | US$245K | 0.04% |
| Gilead Sciences, Inc. | 1,935 | US$244K | 0.04% |
| Mcdonald's Corporation | 891 | US$241K | 0.04% |
| Texas Instruments Incorporated | 794 | US$237K | 0.04% |
| Philip Morris International Inc | 1,303 | US$236K | 0.04% |
| Abbott Laboratories | 2,581 | US$234K | 0.04% |
| Automatic Data Processing, Inc. | 1,042 | US$233K | 0.04% |
| Procter & Gamble Company (the) | 1,574 | US$231K | 0.04% |
| Pepsico, Inc. | 1,700 | US$230K | 0.04% |
| Altria Group, Inc. | 2,951 | US$212K | 0.03% |
| Jeld-wen Holding, Inc. | 30,760 | US$46,140 | <0.01% |
| Aquestive Therapeutics, Inc. | 11,000 | US$45,760 | <0.01% |
| Akebia Therapeutics, Inc. | 21,038 | US$23,983 | <0.01% |
| Tenaya Therapeutics, Inc. | 18,500 | US$13,673 | <0.01% |
Source
View original at SEC
Related