13F Filings History of Parkworth Wealth Management, Inc.

Latest 13F report
Q2 2025 - 13 Aug 2025
Value $
$138,503,292
Signature - Title
Bruce Barton - Chief Compliance Officer
Location
Los Gatos, CA
Summary
This page shows a list of all the recent 13F filings made by Parkworth Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Parkworth Wealth Management, Inc. reported 1351 stock holdings with total value $138,503,292 as of Q2 2025. Top holdings included AVUS, DFAC, DFCF, BIV, and AVDE.

Notify me when Parkworth Wealth Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 1,351 $138,503,292 +$5,492,488 -$1,549,025 +$3,943,463 AVUS, DFAC, DFCF, BIV, AVDE 13F-HR 13 Aug 2025, 15:06
Q1 2025 1,225 $125,265,682 +$7,430,472 -$944,870 +$6,485,602 AVUS, DFAC, DFCF, BIV, AVDE 13F-HR 05 May 2025, 15:41
Q4 2024 1,266 $120,200,218 $0 $0 $0 AVUS, DFAC, DFCF, BIV, AVDE 13F-HR 07 Feb 2025, 18:00