Parkworth Wealth Management, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002026602 · LOS GATOS, CA

As of Jun 30, 2025, Parkworth Wealth Management, Inc. reported 1,352 positions worth 37.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
AVANTIS US EQUITY ETF	AVUS	—	171,198	7.3M	12.52%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	454,937	6.3M	11.83%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	171,578	$7.3M	5.26%
VANGUARD INTERMEDIATE-TERM B	BIV	—	93,079	$7.2M	5.22%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	96,556	$7.1M	5.19%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	224,264	$7.0M	5.06%
AVANTIS US SMALL CAP VALUE ETF	AVUV	—	49,774	$4.5M	3.29%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	81,620	$4.4M	3.20%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	81,610	$3.9M	2.84%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	54,519	$3.7M	2.71%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	86,301	$3.6M	2.65%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	120,549	$3.6M	2.60%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	45,460	$3.6M	2.60%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF	ICSH	—	68,411	$3.5M	2.52%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	46,687	$3.0M	2.16%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	9,451	$2.9M	2.08%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	40,485	$2.7M	1.97%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	AVDV	Equity	24,695	$2.0M	1.42%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	DISV	—	52,946	.7M	1.26%
VANGUARD CHARLOTTE FUNDS	BNDX	—	31,930	.6M	1.15%
VANGUARD TAX-MANAGED FUNDS	VEA	—	26,766	.5M	1.11%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	35,157	.5M	1.09%
NVIDIA CORP	NVDA	Technology	8,804	.4M	1.01%
DIMENSIONAL ETF TRUST	DUSB	—	26,692	.4M	0.98%
DIMENSIONAL US SMALL CAP VALUE ETF	DFSV	—	45,709	.3M	0.98%