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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LII LENNOX INTL INC Industrials 522.0 $253K 0.03% NEW $485.58 +3.3%
122 HD HOME DEPOT INC Consumer Cyclical 732.0 $252K 0.03% NEW $344.50 -13.0%
123 ICVT ISHARES TR 2,415.0 $238K 0.03% NEW $98.50 +16.4%
124 VRT VERTIV HOLDINGS CO Industrials 1,467.0 $238K 0.03% NEW $162.03 +109.7%
125 SYSB ISHARES TR 2,640.0 $237K 0.03% NEW $89.76 -2.6%
126 V VISA INC Financial Services 617.0 $217K 0.03% NEW $351.21 -5.3%
127 SCHB SCHWAB STRATEGIC TR 8,172.0 $214K 0.03% NEW $26.23 +7.5%
128 NEE NEXTERA ENERGY INC Utilities 2,614.0 $210K 0.03% NEW $80.29 +16.3%
129 WELL WELLTOWER INC Real Estate 1,119.0 $208K 0.03% NEW $185.61 +14.5%
130 AOA ISHARES TR 2,284.0 $205K 0.03% NEW $89.59 +6.3%
131 FDN FIRST TR EXCHANGE-TRADED FD 758.0 $204K 0.03% NEW $269.18 -0.7%
132 F FORD MTR CO Consumer Cyclical 10,000.0 $131K 0.02% NEW $13.12 -0.7%
133 HRTX HERON THERAPEUTICS INC Healthcare 25,000.0 $32K 0.00% NEW $1.30 -34.8%
Page 7 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%