Rockwood Wealth Management, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.3B
Holdings
119
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 11,598,734 | $459.2M | 34.24% | |
| 2 | AVDEAMERICAN CENTY ETF TR | 2,935,460 | $241.6M | 18.02% | |
| 3 | MEARISHARES U S ETF TR | 2,191,159 | $110.3M | 8.22% | |
| 4 | DFEMDIMENSIONAL ETF TRUST | 2,093,063 | $69.2M | 5.16% | |
| 5 | SPSBSPDR SERIES TRUST | 2,240,542 | $67.7M | 5.05% | |
| 6 | AVUSAMERICAN CENTY ETF TR | 575,849 | $64.4M | 4.80% | |
| 7 | DFICDIMENSIONAL ETF TRUST | 1,742,063 | $60.0M | 4.48% | |
| 8 | AVEMAMERICAN CENTY ETF TR | 530,658 | $40.9M | 3.05% | |
| 9 | SPIBSPDR SERIES TRUST | 941,586 | $31.8M | 2.37% | |
| 10 | MUBISHARES TR | 296,324 | $31.7M | 2.37% | |
| 11 | DFGRDIMENSIONAL ETF TRUST | 901,221 | $23.8M | 1.78% | |
| 12 | VNQVANGUARD INDEX FDS | 179,054 | $15.8M | 1.18% | |
| 13 | VOOVANGUARD INDEX FDS | 17,140 | $10.7M | 0.80% | |
| 14 | VNQIVANGUARD INTL EQUITY INDEX F | 228,015 | $10.5M | 0.78% | |
| 15 | VTIVANGUARD INDEX FDS | 17,073 | $5.7M | 0.43% | |
| 16 | IVVISHARES TR | 7,823 | $5.4M | 0.40% | |
| 17 | SUBISHARES TR | 49,462 | $5.3M | 0.39% | |
| 18 | DFARDIMENSIONAL ETF TRUST | 166,799 | $3.8M | 0.28% | |
| 19 | DFAXDIMENSIONAL ETF TRUST | 103,148 | $3.4M | 0.25% | |
| 20 | VUGVANGUARD INDEX FDS | 6,396 | $3.1M | 0.23% | |
| 21 | VCSHVANGUARD SCOTTSDALE FDS | 37,844 | $3.0M | 0.22% | |
| 22 | IJHISHARES TR | 41,719 | $2.8M | 0.21% | |
| 23 | VTEBVANGUARD MUN BD FDS | 54,609 | $2.7M | 0.20% | |
| 24 | SPYSPDR S&P 500 ETF TR | 3,802 | $2.6M | 0.19% | |
| 25 | VGTVANGUARD WORLD FD | 3,139 | $2.4M | 0.18% | |
| 26 | DFATDIMENSIONAL ETF TRUST | 37,479 | $2.2M | 0.17% | |
| 27 | DFSDDIMENSIONAL ETF TRUST | 46,053 | $2.2M | 0.16% | |
| 28 | ETENERGY TRANSFER L P | 131,165 | $2.2M | 0.16% | |
| 29 | IJRISHARES TR | 15,203 | $1.8M | 0.14% | |
| 30 | AQLTISHARES TR | 20,083 | $1.8M | 0.13% | |
| 31 | VOVANGUARD INDEX FDS | 6,186 | $1.8M | 0.13% | |
| 32 | ATTREA SERIES TRUST | 19,053 | $1.7M | 0.13% | |
| 33 | AVUVAMERICAN CENTY ETF TR | 16,657 | $1.7M | 0.13% | |
| 34 | DXUVDIMENSIONAL ETF TRUST | 27,111 | $1.6M | 0.12% | |
| 35 | DFSVDIMENSIONAL ETF TRUST | 49,019 | $1.6M | 0.12% | |
| 36 | NDQINVESCO QQQ TR | 2,620 | $1.6M | 0.12% | |
| 37 | IWFISHARES TR | 3,375 | $1.6M | 0.12% | |
| 38 | DFASDIMENSIONAL ETF TRUST | 22,331 | $1.6M | 0.12% | |
| 39 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.11% | |
| 40 | VBVANGUARD INDEX FDS | 5,829 | $1.5M | 0.11% | |
| 41 | VWOVANGUARD INTL EQUITY INDEX F | 27,856 | $1.5M | 0.11% | |
| 42 | VTVVANGUARD INDEX FDS | 7,042 | $1.3M | 0.10% | |
| 43 | IWBISHARES TR | 3,520 | $1.3M | 0.10% | |
| 44 | BSVVANGUARD BD INDEX FDS | 16,550 | $1.3M | 0.10% | |
| 45 | IVWISHARES TR | 9,833 | $1.2M | 0.09% | |
| 46 | VIGVANGUARD SPECIALIZED FUNDS | 4,608 | $1.0M | 0.08% | |
| 47 | VGITVANGUARD SCOTTSDALE FDS | 15,968 | $956K | 0.07% | |
| 48 | SPYMSPDR SERIES TRUST | 11,882 | $953K | 0.07% | |
| 49 | EPDENTERPRISE PRODS PARTNERS L | 29,218 | $936K | 0.07% | |
| 50 | VGSHVANGUARD SCOTTSDALE FDS | 15,517 | $911K | 0.07% | |
| 51 | VVVANGUARD INDEX FDS | 2,610 | $821K | 0.06% | |
| 52 | UVEUNIVERSAL INS HLDGS INC | 23,869 | $806K | 0.06% | |
| 53 | IWPISHARES TR | 5,451 | $746K | 0.06% | |
| 54 | EFAISHARES TR | 7,474 | $717K | 0.05% | |
| 55 | WESWESTERN MIDSTREAM PARTNERS L | 16,713 | $660K | 0.05% | |
| 56 | VBRVANGUARD INDEX FDS | 3,100 | $656K | 0.05% | |
| 57 | IDEVISHARES TR | 7,703 | $635K | 0.05% | |
| 58 | DFISDIMENSIONAL ETF TRUST | 18,963 | $624K | 0.05% | |
| 59 | DFAUDIMENSIONAL ETF TRUST | 13,131 | $614K | 0.05% | |
| 60 | DFUSDIMENSIONAL ETF TRUST | 8,056 | $597K | 0.04% | |
| 61 | AQLTISHARES TR | 3,994 | $563K | 0.04% | |
| 62 | SCHXSCHWAB STRATEGIC TR | 20,842 | $560K | 0.04% | |
| 63 | ENBENBRIDGE INC | 10,917 | $522K | 0.04% | |
| 64 | ITOTISHARES TR | 3,242 | $482K | 0.04% | |
| 65 | DUHPDIMENSIONAL ETF TRUST | 12,241 | $465K | 0.03% | |
| 66 | VEUVANGUARD INTL EQUITY INDEX F | 6,254 | $460K | 0.03% | |
| 67 | IWDISHARES TR | 2,181 | $458K | 0.03% | |
| 68 | DFSUDIMENSIONAL ETF TRUST | 10,405 | $451K | 0.03% | |
| 69 | GQ9SPDR GOLD TR | 1,136 | $450K | 0.03% | |
| 70 | IGSBISHARES TR | 8,329 | $440K | 0.03% | |
| 71 | AVDVAMERICAN CENTY ETF TR | 4,676 | $439K | 0.03% | |
| 72 | VCITVANGUARD SCOTTSDALE FDS | 5,217 | $436K | 0.03% | |
| 73 | IWMISHARES TR | 1,695 | $417K | 0.03% | |
| 74 | SPTMSPDR SERIES TRUST | 5,031 | $415K | 0.03% | |
| 75 | VGKVANGUARD INTL EQUITY INDEX F | 4,879 | $407K | 0.03% | |
| 76 | PWVINVESCO EXCHANGE TRADED FD T | 6,049 | $402K | 0.03% | |
| 77 | IWVISHARES TR | 1,038 | $401K | 0.03% | |
| 78 | DOMODOMO INC | 46,720 | $393K | 0.03% | |
| 79 | NOBLPROSHARES TR | 3,700 | $385K | 0.03% | |
| 80 | INTFISHARES TR | 10,000 | $377K | 0.03% | |
| 81 | CAOSEA SERIES TRUST | 4,156 | $373K | 0.03% | |
| 82 | DFUVDIMENSIONAL ETF TRUST | 8,015 | $373K | 0.03% | |
| 83 | IVEISHARES TR | 1,738 | $368K | 0.03% | |
| 84 | XLKSELECT SECTOR SPDR TR | 2,536 | $365K | 0.03% | |
| 85 | IWRISHARES TR | 3,743 | $360K | 0.03% | |
| 86 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,121 | $340K | 0.03% | |
| 87 | MGKVANGUARD WORLD FD | 813 | $335K | 0.02% | |
| 88 | DFEVDIMENSIONAL ETF TRUST | 9,818 | $331K | 0.02% | |
| 89 | IJJISHARES TR | 2,333 | $307K | 0.02% | |
| 90 | USMVISHARES TR | 3,207 | $301K | 0.02% | |
| 91 | DFVXDIMENSIONAL ETF TRUST | 3,983 | $296K | 0.02% | |
| 92 | PHYS/USPROTT ASSET MANAGEMENT LP | 8,958 | $295K | 0.02% | |
| 93 | VXFVANGUARD INDEX FDS | 1,344 | $281K | 0.02% | |
| 94 | GDXVANECK ETF TRUST | 3,069 | $263K | 0.02% | |
| 95 | RYROYAL BK CDA | 1,542 | $262K | 0.02% | |
| 96 | SHOPSHOPIFY INC | 1,621 | $260K | 0.02% | |
| 97 | BIVVANGUARD BD INDEX FDS | 3,316 | $258K | 0.02% | |
| 98 | DISVDIMENSIONAL ETF TRUST | 6,654 | $252K | 0.02% | |
| 99 | DFIVDIMENSIONAL ETF TRUST | 5,067 | $252K | 0.02% | |
| 100 | CECOCECO ENVIRONMENTAL CORP | 4,200 | $251K | 0.02% |
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