Parkworth Wealth Management, Inc. Portfolio Holdings

Parkworth Wealth Management, Inc.

  • $120 Billion
  • Q4 2024

Parkworth Wealth Management, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 1271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $16.2B, Dimensional ETF Tr U S Core Eq with a value of $15.6B, Dimensional ETF Tr Core Fxd In with a value of $6.49B, Vanguard Bd Index Fd Inc Inter with a value of $6.44B, and American Centy ETF Tr Avantis with a value of $5.75B.

Examining the 13F form we can see an increase of $120B in the current position value.

Parkworth Wealth Management, Inc. is based out at Los Gatos, CA

Below you can find more details about Parkworth Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $110 Billion
Technology: $3.43 Billion
Energy: $572 Million
Financial Services: $401 Million
Utilities: $267 Million
Consumer Cyclical: $223 Million
Communication Services: $199 Million
Healthcare: $166 Million
Other: $455 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.2 Billion 13.48% of portfolio
167,160
Q4 2024 New
$0
$15.6 Billion 12.97% of portfolio
450,764
Q4 2024 New
$0
$6.49 Billion 5.4% of portfolio
157,258
Q4 2024 New
$0
$6.44 Billion 5.36% of portfolio
86,223
Q4 2024 New
$0
$5.75 Billion 4.79% of portfolio
93,773
Q4 2024 New
$0
$5.6 Billion 4.65% of portfolio
216,487
Q4 2024 New
$0
$4.56 Billion 3.79% of portfolio
47,201
Q4 2024 New
$0
$4.55 Billion 3.78% of portfolio
81,718
Q4 2024 New
$0
$3.56 Billion 2.96% of portfolio
75,929
Q4 2024 New
$0
$3.55 Billion 2.96% of portfolio
86,873
Q4 2024 New
$0
$3.29 Billion 2.74% of portfolio
42,617
Q4 2024 New
$0
$3.13 Billion 2.6% of portfolio
53,189
Q4 2024 New
$0
$3.1 Billion 2.58% of portfolio
118,316
Q4 2024 New
$0
$2.96 Billion 2.46% of portfolio
45,441
Q4 2024 New
$0
$2.48 Billion 2.06% of portfolio
38,917
Q4 2024 New
$0
$2.16 Billion 1.8% of portfolio
7,458
Q4 2024 New
Dimensional ETF Trust
-
$1.49 Billion 1.24% of portfolio
-
Q4 2024 New
$0
$1.43 Billion 1.19% of portfolio
29,141
Q4 2024 New
$0
$1.37 Billion 1.14% of portfolio
51,387
Q4 2024 New
$0
$1.27 Billion 1.05% of portfolio
41,102
Q4 2024 New
$0
$1.26 Billion 1.05% of portfolio
35,612
Q4 2024 New
$324B
$1.18 Billion 0.98% of portfolio
8,757
Q4 2024 New
$0
$1.07 Billion 0.89% of portfolio
17,611
Q4 2024 New
$0
$1 Billion 0.84% of portfolio
8,487
Q4 2024 New
$3.66T
$974 Million 0.81% of portfolio
3,888
Q4 2024 New
$0
$954 Million 0.79% of portfolio
19,946
Q4 2024 New
$91.1B
$896 Million 0.75% of portfolio
3,702
Q4 2024 New
$0
$841 Million 0.7% of portfolio
35,100
Q4 2024 New
$0
$827 Million 0.69% of portfolio
19,720
Q4 2024 New
$140B
$762 Million 0.63% of portfolio
7,168
Q4 2024 New
Dimensional ETF Trust
-
$718 Million 0.6% of portfolio
-
Q4 2024 New
$0
$660 Million 0.55% of portfolio
4,736
Q4 2024 New
$0
$652 Million 0.54% of portfolio
13,656
Q4 2024 New
$0
$527 Million 0.44% of portfolio
4,100
Q4 2024 New
$0
$526 Million 0.44% of portfolio
2,191
Q4 2024 New
$0
$496 Million 0.41% of portfolio
10,941
Q4 2024 New
$0
$476 Million 0.4% of portfolio
930
Q4 2024 New
$0
$465 Million 0.39% of portfolio
10,552
Q4 2024 New
$0
$450 Million 0.37% of portfolio
6,963
Q4 2024 New
$0
$388 Million 0.32% of portfolio
662
Q4 2024 New
$0
$343 Million 0.29% of portfolio
6,545
Q4 2024 New
$0
$276 Million 0.23% of portfolio
648
Q4 2024 New
$299B
$262 Million 0.22% of portfolio
1,807
Q4 2024 New
$454B
$255 Million 0.21% of portfolio
2,370
Q4 2024 New
$0
$238 Million 0.2% of portfolio
739
Q4 2024 New
$0
$229 Million 0.19% of portfolio
3,934
Q4 2024 New
$0
$229 Million 0.19% of portfolio
2,183
Q4 2024 New
$0
$217 Million 0.18% of portfolio
5,277
Q4 2024 New
$0
$201 Million 0.17% of portfolio
3,463
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,271
  • Current Value $120 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1,271 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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