Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC reported 132 holdings worth US$1.58B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Rockwood Wealth Management, LLC reported 132 holdings worth US$1.58B as of Jun 30, 2026. Largest: Energy Transfer Lp, Berkshire Hathaway Inc. and Enterprise Products Partners L.p. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 132
- Value as reported
- US$1.58B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Energy Transfer Lp | 132K | US$2.53M | 0.16% |
| Berkshire Hathaway Inc. | 2,993 | US$1.5M | 0.09% |
| Enterprise Products Partners L.p. | 30,117 | US$1.11M | 0.07% |
| Universal Insurance Holdings Inc | 23,869 | US$987K | 0.06% |
| Western Midstream Partners, Lp | 16,713 | US$731K | 0.05% |
| Enbridge Inc. | 10,830 | US$587K | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,120 | US$535K | 0.03% |
| Ceco Environmental Corp. | 4,200 | US$381K | 0.02% |
| Royal Bank Of Canada | 1,552 | US$321K | 0.02% |
| Six Flags Entertainment Corporation | 13,234 | US$282K | 0.02% |
| Quaker Houghton | 1,598 | US$254K | 0.02% |
| Mondelez International, Inc. | 4,388 | US$254K | 0.02% |
| Domo, Inc. | 54,226 | US$170K | 0.01% |
| Docgo Inc. | 28,793 | US$14,861 | <0.01% |
| Archer Aviation Inc. | 0 | US$0 | 0.00% |
| Inotiv, Inc. | 0 | US$0 | 0.00% |