Institutional Fund
Parkway Wealth Management Group, LLC
Plano, TXCIK 20656792 filings on record
Portfolio Value
$790.53M
Q1 2026
Holdings
137
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+6.1%
from $745.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.1%
- Vanguard Index Fds11.1%
- Ishares Tr6.6%
- Global X Fds4.6%
- ETF Ser Solutions4.6%
- Ishares Inc4.5%
- Other57.5%
Portfolio Holdings
137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 191.8K | $88.11M | 11.1% | +3.3K | Added |
| 2 | Vanguard Index Fds | 432.0K | $87.67M | 11.1% | −3.4K | Reduced |
| 3 | Ishares Tr | 516.2K | $51.85M | 6.6% | +508.2K | Added |
| 4 | Global X Fds | 494.8K | $36.74M | 4.6% | −132.4K | Reduced |
| 5 | ETF Ser Solutions | 311.2K | $36.15M | 4.6% | −59.9K | Reduced |
| 6 | Ishares Inc | 622.6K | $35.51M | 4.5% | +9.3K | Added |
| 7 | Ishares Inc | 457.5K | $33.17M | 4.2% | +457.5K | New |
| 8 | Ishares Tr | 195.8K | $25.60M | 3.2% | −19.3K | Reduced |
| 9 | Ishares Tr | 165.6K | $25.20M | 3.2% | −1.5K | Reduced |
| 10 | Ishares Tr | 184.1K | $24.20M | 3.1% | +22.2K | Added |
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