Parkworth Wealth Management, Inc. - Portfolio overview

Parkworth Wealth Management, Inc. has 1352 reported holdings in this dataset, with the latest filing dated 2025-08-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 12.46%
2. DFAC - DIMENSIONAL ETF TRUST, 11.77%
3. DFCF - DIMENSIONAL ETF TRUST, 5.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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