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Portfolio (Quarterly) Guide ↗

Parkway Wealth Management Group, LLC

· CIK 0002065679
13F Portfolio $745M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New
Page 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDU ISHARES TR 393,365.0 $9.2M 1.24% NEW $23.41 -1.4%
22 IBDZ ISHARES TR 345,452.0 $9.1M 1.22% NEW $26.37 -2.5%
23 BSJQ INVESCO EXCH TRD SLF IDX FD 387,381.0 $9.0M 1.21% NEW $23.34 -1.1%
24 BSJR INVESCO EXCH TRD SLF IDX FD 395,843.0 $9.0M 1.20% NEW $22.61 -1.3%
25 BSJS INVESCO EXCH TRD SLF IDX FD 406,512.0 $8.9M 1.20% NEW $22.00 -1.5%
26 MGC VANGUARD WORLD FD 29,054.0 $7.3M 0.98% NEW $251.17 +8.0%
27 VXF VANGUARD INDEX FDS 34,527.0 $7.2M 0.97% NEW $209.12 +6.4%
28 EFA ISHARES TR 72,328.0 $6.9M 0.93% NEW $96.03 +6.4%
29 ACWV ISHARES INC 58,187.0 $6.9M 0.93% NEW $118.75 +2.5%
30 NVDA NVIDIA CORPORATION Technology 34,871.0 $6.5M 0.87% NEW $186.50 +19.2%
31 AAPL APPLE INC Technology 18,482.0 $5.0M 0.67% NEW $271.87 +10.7%
32 TUSI TOUCHSTONE ETF TRUST 186,951.0 $4.7M 0.64% NEW $25.34 +0.1%
33 MU MICRON TECHNOLOGY INC Technology 13,267.0 $3.8M 0.51% NEW $285.42 +153.6%
34 WDC WESTERN DIGITAL CORP Technology 20,496.0 $3.5M 0.47% NEW $172.27 +168.8%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 19,713.0 $3.5M 0.47% NEW $177.75 -25.2%
36 TPR TAPESTRY INC Consumer Cyclical 26,261.0 $3.4M 0.45% NEW $127.77 +3.1%
37 IESC IES HLDGS INC Industrials 8,600.0 $3.3M 0.45% NEW $389.02 +66.6%
38 XOM EXXON MOBIL CORP Energy 26,949.0 $3.2M 0.43% NEW $120.34 +35.7%
39 SPYM SPDR SERIES TRUST 39,619.0 $3.2M 0.43% NEW $80.22 +7.9%
40 T AT&T INC Communication Services 126,770.0 $3.1M 0.42% NEW $24.84 +0.9%
Page 2 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Consumer Cyclical 14.3%
Industrials 12.6%
Financial Services 11.7%
Communication Services 10.9%
Healthcare 5.8%
Energy 4.7%
Basic Materials 2.5%
Consumer Defensive 1.1%
Utilities 0.2%