Rockwood Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals that the firm holds positions in 134 distinct companies.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion of the holdings managed through Dimensional Fund Advisors and Vanguard funds. Notable ETF positions include Dimensional ETF Trust US Core Equity Market, which is held in 12,766,777 shares, and Vanguard Index Funds Morningstar Total Stock Market, held in 7,229,644 shares. The firm also holds substantial positions in various other ETFs, including Vanguard Real Estate ETF, Vanguard International Equity Index Fund All World ex US, and Vanguard Total International Stock Index Fund.
Beyond ETFs, the filing lists several individual common stock positions. Anheuser-Busch InBev S.A. Sponsored ADR is held in 7,800 shares, while Berkshire Hathaway Inc. Class A is held in just 2 shares. Other individual stock holdings include Arbutus Biopharma Corp. in 14,433 shares, DocGo Inc. in 28,793 shares, and Shopify Inc. Class A in 1,521 shares.
The filing also includes a small number of put options, specifically an Anheuser-Busch InBev ADR position of 7,800 shares.
