Parkworth Wealth Management, Inc. current holdings: USA Stocks
Parkworth Wealth Management, Inc. reported $0.01 billion in share positions in stocks (listed in the US), 1,216 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are NVDA, GLD, SHOP.
- NVDA: Country of operation United States; Class COM; Shares 8,804; Value $1,390,951.
- GLD: Country of operation United States; Class GOLD SHS; Shares 3,702; Value $1,128,481.
- SHOP: Country of operation —; Class CL A SUB VTG SHS; Shares 7,871; Value $907,920.
- AAPL: Country of operation United States; Class COM; Shares 2,630; Value $539,670.
Form 13F-HR as filed (SEC CIK 2026602): quarter ended 2025-06-30, filed 2025-08-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORPORATION | United States | COM | 8,804 | $1,390,951 | 17.43% | 2025-06-30 | 2025-08-13 | +43.81% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 3,702 | $1,128,481 | 14.14% | 2025-06-30 | 2025-08-13 | +25.61% |
| SHOP SHOPIFY INC | CL A SUB VTG SHS | 7,871 | $907,920 | 11.37% | 2025-06-30 | 2025-08-13 | +28.53% | |
| AAPL APPLE INC | United States | COM | 2,630 | $539,670 | 6.76% | 2025-06-30 | 2025-08-13 | |
| XOMXXXX EXXON MOBIL CORP | COM | 2,389 | $257,483 | 3.23% | 2025-06-30 | 2025-08-13 | ||
| MSFT MICROSOFT CORP | United States | COM | 513 | $255,295 | 3.20% | 2025-06-30 | 2025-08-13 | +2.32% |
| CVX CHEVRON CORP NEW | United States | COM | 1,666 | $238,509 | 2.99% | 2025-06-30 | 2025-08-13 | +42.73% |
| SPOT SPOTIFY TECHNOLOGY S A | SHS | 301 | $230,969 | 2.89% | 2025-06-30 | 2025-08-13 | -35.67% | |
| HTO H2O AMERICA | United States | COM | 3,629 | $188,593 | 2.36% | 2025-06-30 | 2025-08-13 | +18.63% |
| META META PLATFORMS INC | United States | CL A | 201 | $148,596 | 1.86% | 2025-06-30 | 2025-08-13 | +0.09% |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 2,195 | $136,880 | 1.71% | 2025-06-30 | 2025-08-13 | +25.91% |
| JPM JPMORGAN CHASE &CO. | United States | COM | 472 | $136,726 | 1.71% | 2025-06-30 | 2025-08-13 | +15.55% |
| AMZN AMAZON COM INC | United States | COM | 445 | $97,643 | 1.22% | 2025-06-30 | 2025-08-13 | +12.43% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 552 | $97,332 | 1.22% | 2025-06-30 | 2025-08-13 | +93.45% |
| ADBE ADOBE INC | United States | COM | 223 | $86,274 | 1.08% | 2025-06-30 | 2025-08-13 | -39.73% |
| AVGO BROADCOM INC | United States | COM | 297 | $81,954 | 1.03% | 2025-06-30 | 2025-08-13 | +28.82% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 457 | $81,069 | 1.02% | 2025-06-30 | 2025-08-13 | +90.16% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 272 | $80,180 | 1.00% | 2025-06-30 | 2025-08-13 | -25.37% |
| PSA PUBLIC STORAGE OPER CO | United States | COM | 231 | $67,890 | 0.85% | 2025-06-30 | 2025-08-13 | -2.67% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 92 | $64,767 | 0.81% | 2025-06-30 | 2025-08-13 | +29.46% |
| BAC BANK AMERICA CORP | United States | COM | 1,147 | $54,296 | 0.68% | 2025-06-30 | 2025-08-13 | +16.15% |
| MRK MERCK &CO INC | United States | COM | 682 | $53,972 | 0.68% | 2025-06-30 | 2025-08-13 | +88.58% |
| GE GE AEROSPACE | United States | COM NEW | 206 | $53,065 | 0.66% | 2025-06-30 | 2025-08-13 | +23.51% |
| MA MASTERCARD INCORPORATED | United States | CL A | 93 | $52,303 | 0.66% | 2025-06-30 | 2025-08-13 | +0.29% |
| CWT CALIFORNIA WTR SVC GROUP | United States | COM | 1,119 | $50,881 | 0.64% | 2025-06-30 | 2025-08-13 | +0.79% |
| TSLA TESLA INC | United States | COM | 157 | $49,873 | 0.62% | 2025-06-30 | 2025-08-13 | +11.07% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 320 | $45,392 | 0.57% | 2025-06-30 | 2025-08-13 | +328.17% |
| KKR KKR &CO INC | United States | COM | 333 | $44,339 | 0.56% | 2025-06-30 | 2025-08-13 | -29.96% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 91 | $44,013 | 0.55% | 2025-06-30 | 2025-08-13 | ||
| IRM IRON MTN INC DEL | United States | COM | 359 | $36,818 | 0.46% | 2025-06-30 | 2025-08-13 | +8.71% |
| CPNG COUPANG INC | United States | CL A | 957 | $28,672 | 0.36% | 2025-06-30 | 2025-08-13 | -53.77% |
| GEV GE VERNOVA INC | United States | COM | 53 | $28,076 | 0.35% | 2025-06-30 | 2025-08-13 | +81.89% |
| ORCL ORACLE CORP | United States | COM | 126 | $27,524 | 0.34% | 2025-06-30 | 2025-08-13 | -36.98% |
| ABNB AIRBNB INC | United States | COM CL A | 206 | $27,262 | 0.34% | 2025-06-30 | 2025-08-13 | +18.60% |
| BA BOEING CO | United States | COM | 104 | $21,791 | 0.27% | 2025-06-30 | 2025-08-13 | -10.43% |
| MPC MARATHON PETE CORP | United States | COM | 130 | $21,666 | 0.27% | 2025-06-30 | 2025-08-13 | +136.01% |
| LLY ELI LILLY &CO | United States | COM | 23 | $17,929 | 0.22% | 2025-06-30 | 2025-08-13 | +51.97% |
| ABBV ABBVIE INC | United States | COM | 95 | $17,616 | 0.22% | 2025-06-30 | 2025-08-13 | +41.84% |
| CSCO CISCO SYS INC | United States | COM | 236 | $16,378 | 0.21% | 2025-06-30 | 2025-08-13 | +54.14% |
| V VISA INC | United States | COM CL A | 46 | $16,332 | 0.20% | 2025-06-30 | 2025-08-13 | +3.05% |
| NFLX NETFLIX INC | United States | COM | 11 | $14,730 | 0.18% | 2025-06-30 | 2025-08-13 | -47.50% |
| WMT WALMART INC | United States | COM | 147 | $14,329 | 0.18% | 2025-06-30 | 2025-08-13 | +9.22% |
| MRNA MODERNA INC | United States | COM | 500 | $13,795 | 0.17% | 2025-06-30 | 2025-08-13 | +637.44% |
| JNJ JOHNSON &JOHNSON | United States | COM | 83 | $12,632 | 0.16% | 2025-06-30 | 2025-08-13 | +75.17% |
| NTAP NETAPP INC | United States | COM | 117 | $12,501 | 0.16% | 2025-06-30 | 2025-08-13 | +96.32% |
| GAP GAP INC | United States | COM | 490 | $10,681 | 0.13% | 2025-06-30 | 2025-08-13 | +7.93% |
| HD HOME DEPOT INC | United States | COM | 28 | $10,266 | 0.13% | 2025-06-30 | 2025-08-13 | -21.44% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 237 | $10,259 | 0.13% | 2025-06-30 | 2025-08-13 | +6.26% |
| CAT CATERPILLAR INC | United States | COM | 24 | $9,468 | 0.12% | 2025-06-30 | 2025-08-13 | +112.94% |
| SPG SIMON PPTY GROUP INC NEW | United States | COM | 55 | $8,787 | 0.11% | 2025-06-30 | 2025-08-13 | +27.07% |
| C CITIGROUP INC | United States | COM NEW | 97 | $8,268 | 0.10% | 2025-06-30 | 2025-08-13 | +53.67% |
| COST COSTCO WHSL CORP NEW | United States | COM | 8 | $7,920 | 0.10% | 2025-06-30 | 2025-08-13 | -6.60% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 62 | $7,270 | 0.09% | 2025-06-30 | 2025-08-13 | -3.21% |
| KO COCA COLA CO | United States | COM | 100 | $7,050 | 0.09% | 2025-06-30 | 2025-08-13 | +22.74% |
| LIN LINDE PLC | United Kingdom | SHS | 15 | $7,038 | 0.09% | 2025-06-30 | 2025-08-13 | +0.89% |
| ABT ABBOTT LABS | United States | COM | 49 | $6,664 | 0.08% | 2025-06-30 | 2025-08-13 | -25.78% |
| WFC WELLS FARGO CO NEW | United States | COM | 82 | $6,570 | 0.08% | 2025-06-30 | 2025-08-13 | +0.45% |
| T AT&T INC | United States | COM | 223 | $6,454 | 0.08% | 2025-06-30 | 2025-08-13 | -15.41% |
| CRM SALESFORCE INC | United States | COM | 22 | $5,999 | 0.08% | 2025-06-30 | 2025-08-13 | -17.38% |
| PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 43 | $5,862 | 0.07% | 2025-06-30 | 2025-08-13 | +37.16% |
| BKNG BOOKING HOLDINGS INC | United States | COM | 1 | $5,789 | 0.07% | 2025-06-30 | 2025-08-13 | -29.90% |
| INTU INTUIT | United States | COM | 7 | $5,513 | 0.07% | 2025-06-30 | 2025-08-13 | -65.97% |
| PG PROCTER AND GAMBLE CO | United States | COM | 33 | $5,258 | 0.07% | 2025-06-30 | 2025-08-13 | -6.90% |
| UBER UBER TECHNOLOGIES INC | United States | COM | 56 | $5,225 | 0.07% | 2025-06-30 | 2025-08-13 | -25.66% |
| DIS DISNEY WALT CO | United States | COM | 41 | $5,110 | 0.06% | 2025-06-30 | 2025-08-13 | -15.00% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 17 | $5,081 | 0.06% | 2025-06-30 | 2025-08-13 | -40.74% | |
| PGR PROGRESSIVE CORP | United States | COM | 19 | $5,070 | 0.06% | 2025-06-30 | 2025-08-13 | -21.11% |
| TXN TEXAS INSTRS INC | United States | COM | 24 | $4,983 | 0.06% | 2025-06-30 | 2025-08-13 | +35.68% |
| GEHC GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 67 | $4,977 | 0.06% | 2025-06-30 | 2025-08-13 | -10.27% |
| CMCSA COMCAST CORP NEW | United States | CL A | 138 | $4,925 | 0.06% | 2025-06-30 | 2025-08-13 | -35.43% |
| TGT TARGET CORP | United States | COM | 49 | $4,789 | 0.06% | 2025-06-30 | 2025-08-13 | +58.57% |
| QCOM QUALCOMM INC | United States | COM | 30 | $4,778 | 0.06% | 2025-06-30 | 2025-08-13 | +15.60% |
| CB CHUBB LIMITED | COM | 16 | $4,636 | 0.06% | 2025-06-30 | 2025-08-13 | +14.62% | |
| UNP UNION PAC CORP | United States | COM | 20 | $4,602 | 0.06% | 2025-06-30 | 2025-08-13 | +19.15% |
| KLAC KLA CORP | United States | COM NEW | 5 | $4,479 | 0.06% | 2025-06-30 | 2025-08-13 | +119.41% |
| TJX TJX COS INC NEW | United States | COM | 36 | $4,446 | 0.06% | 2025-06-30 | 2025-08-13 | +8.35% |
| MCK MCKESSON CORP | United States | COM | 6 | $4,397 | 0.06% | 2025-06-30 | 2025-08-13 | +18.02% |
| MS MORGAN STANLEY | United States | COM NEW | 31 | $4,367 | 0.05% | 2025-06-30 | 2025-08-13 | +36.85% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 14 | $4,318 | 0.05% | 2025-06-30 | 2025-08-13 | -15.11% |
| COF CAPITAL ONE FINL CORP | United States | COM | 20 | $4,255 | 0.05% | 2025-06-30 | 2025-08-13 | -7.66% |
| PH PARKER-HANNIFIN CORP | United States | COM | 6 | $4,236 | 0.05% | 2025-06-30 | 2025-08-13 | +38.93% |
| SPGI S&P GLOBAL INC | United States | COM | 8 | $4,218 | 0.05% | 2025-06-30 | 2025-08-13 | -21.33% |
| AMGN AMGEN INC | United States | COM | 15 | $4,188 | 0.05% | 2025-06-30 | 2025-08-13 | +51.73% |
| PFE PFIZER INC | United States | COM | 172 | $4,169 | 0.05% | 2025-06-30 | 2025-08-13 | +18.48% |
| AXP AMERICAN EXPRESS CO | United States | COM | 13 | $4,147 | 0.05% | 2025-06-30 | 2025-08-13 | -4.26% |
| NOW SERVICENOW INC | United States | COM | 4 | $4,112 | 0.05% | 2025-06-30 | 2025-08-13 | -36.80% |
| BSX BOSTON SCIENTIFIC CORP | United States | COM | 38 | $4,082 | 0.05% | 2025-06-30 | 2025-08-13 | -59.15% |
| DE DEERE &CO | United States | COM | 8 | $4,068 | 0.05% | 2025-06-30 | 2025-08-13 | +33.83% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 13 | $4,056 | 0.05% | 2025-06-30 | 2025-08-13 | +20.18% |
| AMAT APPLIED MATLS INC | United States | COM | 22 | $4,028 | 0.05% | 2025-06-30 | 2025-08-13 | +179.68% |
| SYK STRYKER CORPORATION | United States | COM | 10 | $3,956 | 0.05% | 2025-06-30 | 2025-08-13 | -29.54% |
| TT TRANE TECHNOLOGIES PLC | SHS | 9 | $3,937 | 0.05% | 2025-06-30 | 2025-08-13 | +4.16% | |
| ETN EATON CORP PLC | SHS | 11 | $3,927 | 0.05% | 2025-06-30 | 2025-08-13 | +21.37% | |
| SBUX STARBUCKS CORP | United States | COM | 42 | $3,842 | 0.05% | 2025-06-30 | 2025-08-13 | +4.15% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 7 | $3,804 | 0.05% | 2025-06-30 | 2025-08-13 | -24.15% |
| AZO AUTOZONE INC | United States | COM | 1 | $3,712 | 0.05% | 2025-06-30 | 2025-08-13 | -22.53% |
| KDP KEURIG DR PEPPER INC | United States | COM | 111 | $3,676 | 0.05% | 2025-06-30 | 2025-08-13 | -6.14% |
| COR CENCORA INC | United States | COM | 12 | $3,598 | 0.05% | 2025-06-30 | 2025-08-13 | +2.58% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 39 | $3,558 | 0.04% | 2025-06-30 | 2025-08-13 | +8.61% |
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 19 | $3,486 | 0.04% | 2025-06-30 | 2025-08-13 | -17.05% |
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