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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLK SELECT SECTOR SPDR TR 5,330.0 $767K 0.10% NEW $143.97 +20.3%
82 MSFT MICROSOFT CORP Technology 1,555.0 $752K 0.10% NEW $483.90 -12.5%
83 CAT CATERPILLAR INC Industrials 1,239.0 $710K 0.10% NEW $573.08 +50.1%
84 GOOGL ALPHABET INC Communication Services 2,186.0 $684K 0.09% NEW $313.04 +26.8%
85 MBB ISHARES TR 6,980.0 $665K 0.09% NEW $95.22 -2.2%
86 GDX VANECK ETF TRUST 7,706.0 $661K 0.09% NEW $85.77 -2.3%
87 RSP INVESCO EXCHANGE TRADED FD T 3,363.0 $644K 0.09% NEW $191.58 +5.2%
88 EFV ISHARES TR 8,706.0 $622K 0.08% NEW $71.41 +8.8%
89 WMT WALMART INC Consumer Defensive 5,494.0 $612K 0.08% NEW $111.42 +19.7%
90 SLV ISHARES SILVER TR Financial Services 8,979.0 $578K 0.08% NEW $64.42 +3.8%
91 IEMG ISHARES INC 8,477.0 $570K 0.08% NEW $67.22 +16.8%
92 SPY SPDR S&P 500 ETF TR Financial Services 784.0 $535K 0.07% NEW $682.78 +7.5%
93 BINC BLACKROCK ETF TRUST II 9,361.0 $494K 0.07% NEW $52.77 -1.6%
94 XTEN BONDBLOXX ETF TRUST 10,177.0 $470K 0.06% NEW $46.22 -3.9%
95 SPMO INVESCO EXCH TRADED FD TR II 3,718.0 $444K 0.06% NEW $119.32 +17.9%
96 THRO BLACKROCK ETF TRUST 11,257.0 $434K 0.06% NEW $38.56 +8.6%
97 QUAL ISHARES TR 2,181.0 $433K 0.06% NEW $198.62 +5.5%
98 BAI BLACKROCK ETF TRUST 12,851.0 $428K 0.06% NEW $33.30 +35.1%
99 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 6,235.0 $414K 0.06% NEW $66.39 +10.2%
100 CVX CHEVRON CORP NEW Energy 2,605.0 $397K 0.05% NEW $152.44 +28.7%
Page 5 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%