Rockwood Wealth Management, LLC
CIK 1983670
13F filing for Q2 2026・No. 1,932
- Holdings
- US$1.58B
- Quarter change
- +US$185.18M
- Entries
- 132
- Net bought (estimate)
- +US$53.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 2
- Cut 29
- Added 55
- Corporate actions 0
- Unchanged 31
Largest holdings
131 stocks worth US$1.58B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 12,338,697 | US$547.34M | 34.60% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 3,165,871 | US$282.4M | 17.85% |
| ISHARES U S ETF TRSHOR MAT MUN ETF | Added | 2,370,376 | US$119.42M | 7.55% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Cut | 2,156,982 | US$87.66M | 5.54% |
| AMERICAN CENTY ETF TRUS EQT ETF | Cut | 605,983 | US$77.61M | 4.91% |
| SPSBSPDR SERIES TRUSTST SHOR CORP ETF | Added | 2,559,277 | US$76.8M | 4.86% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Cut | 1,772,707 | US$66.05M | 4.18% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 627,972 | US$60.59M | 3.83% |
| SPDR SERIES TRUSTST INTER BD ETF | Added | 1,073,166 | US$35.91M | 2.27% |
| DIMENSIONAL ETF TRUSTGLOBAL REAL EST | Added | 1,152,153 | US$33.38M | 2.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.