Holdings of Rockwood Wealth Management, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 102 in 2 countries
- Top ten
- 91.2 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | DocGo Inc | 28,793 | 18.1K $ | |
| 102 | INOTIV INC | 10,000 | 2.7K $ |
Sector breakdown
- Funds 2.0 %
- Financials 0.1 %
- Unattributed 97.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
- Taiwan 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 101 | 1.2B $ | 99.97 % |
| 2 | Taiwan | 1 | 366.9K $ | 0.03 % |
Cite this page
Titelia. "Holdings of Rockwood Wealth Management, LLC". https://titelia.com/en/funds/US13F1983670