Institutional Manager · CIK 0001983670
Rockwood Wealth Management, LLC
New Hope, PA · File #028-23305
Latest AUM
$1.34B
Positions
119
Top-10 Concentration
89.4%
Filings
16
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025119 pos · $1.34B
- 13F COMBINATION REPORTQ/E Sep 2025108 pos · $1.25B
- 13F COMBINATION REPORTQ/E Jun 2025106 pos · $1.14B
- 13F COMBINATION REPORTQ/E Mar 202597 pos · $981.2M
- 13F COMBINATION REPORTQ/E Dec 202498 pos · $926.1M
- 13F COMBINATION REPORTQ/E Sep 202489 pos · $908.8M
- 13F COMBINATION REPORTQ/E Jun 202487 pos · $821.3M
- 13F COMBINATION REPORTQ/E Mar 202481 pos · $774.7M
- 13F COMBINATION REPORTQ/E Dec 202368 pos · $595.9M
- 13F COMBINATION REPORTQ/E Sep 2023118 pos · $225.2M
- 13F COMBINATION REPORTQ/E Sep 202371 pos · $312.9M
- 13F COMBINATION REPORTQ/E Sep 202376 pos · $582.8M
- 13F COMBINATION REPORTQ/E Sep 202373 pos · $208.7M
- 13F COMBINATION REPORTQ/E Sep 202370 pos · $506.5M
- 13F COMBINATION REPORTQ/E Sep 202370 pos · $428.3M
- 13F COMBINATION REPORTQ/E Sep 202373 pos · $213.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 11,598,734 | $459.2M | 34.90% |
| 2 | AMERICAN CENTY ETF TR | 025072703 | 2,935,460 | $241.6M | 18.37% |
| 3 | ISHARES U S ETF TR | 46431W838 | 2,191,159 | $110.3M | 8.38% |
| 4 | DIMENSIONAL ETF TRUST | 25434V732 | 2,093,063 | $69.2M | 5.26% |
| 5 | SPDR SERIES TRUST | 78464A474 | 2,240,542 | $67.7M | 5.14% |
| 6 | AMERICAN CENTY ETF TR | 025072885 | 575,849 | $64.4M | 4.89% |
| 7 | DIMENSIONAL ETF TRUST | 25434V799 | 1,742,063 | $60.0M | 4.56% |
| 8 | AMERICAN CENTY ETF TR | 025072604 | 530,658 | $40.9M | 3.11% |
| 9 | SPDR SERIES TRUST | 78464A375 | 941,586 | $31.8M | 2.42% |
| 10 | ISHARES TR | 464288414 | 296,324 | $31.7M | 2.41% |
| 11 | DIMENSIONAL ETF TRUST | 25434V658 | 901,221 | $23.8M | 1.81% |
| 12 | VANGUARD INDEX FDS | 922908553 | 179,054 | $15.8M | 1.20% |
| 13 | VANGUARD INDEX FDS | 922908363 | 17,140 | $10.7M | 0.82% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042676 | 228,015 | $10.5M | 0.79% |
| 15 | VANGUARD INDEX FDS | 922908769 | 17,073 | $5.7M | 0.44% |
| 16 | ISHARES TR | 464287200 | 7,823 | $5.4M | 0.41% |
| 17 | ISHARES TR | 464288158 | 49,462 | $5.3M | 0.40% |
| 18 | DIMENSIONAL ETF TRUST | 25434V823 | 166,799 | $3.8M | 0.29% |
| 19 | DIMENSIONAL ETF TRUST | 25434V880 | 103,148 | $3.4M | 0.26% |
| 20 | VANGUARD INDEX FDS | 922908736 | 6,396 | $3.1M | 0.24% |