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Portfolio (Quarterly) Guide ↗

Parkway Wealth Management Group, LLC

· CIK 0002065679
13F Portfolio $866M AUM 147 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 45 Added 55 Reduced 10 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 11,678.0 $4.4M 0.50% +1K +12.2% $373.73 -3.0%
22 HWM HOWMET AEROSPACE INC Industrials 15,922.0 $4.3M 0.49% +859.0 +5.7% $268.86 +6.7%
23 RL RALPH LAUREN CORP Consumer Cyclical 9,874.0 $4.0M 0.46% +752.0 +8.2% $401.42 -4.8%
24 TPR TAPESTRY INC Consumer Cyclical 26,551.0 $3.9M 0.45% +2K +8.8% $146.38 -8.4%
25 CIEN CIENA CORP Technology 7,452.0 $3.7M 0.42% +1K +19.0% $490.56 -18.4%
26 FTSD FRANKLIN ETF TR 35,686.0 $3.2M 0.37% +7K +22.6% $90.51 -0.5%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 27,353.0 $3.2M 0.37% +4K +17.7% $116.67 +48.0%
28 IBMP ISHARES TR 101,149.0 $2.6M 0.30% +3K +2.7% $25.42 -0.1%
29 IBMQ ISHARES TR 100,372.0 $2.6M 0.30% +3K +2.7% $25.58 -0.2%
30 IBMR ISHARES TR 100,692.0 $2.6M 0.29% +3K +2.7% $25.39 -0.4%
31 BSMU INVESCO EXCH TRD SLF IDX FD 116,372.0 $2.6M 0.29% +3K +2.8% $21.92 -0.6%
32 IBMO ISHARES TR 98,369.0 $2.5M 0.29% +2K +2.4% $25.64 -0.1%
33 BSMV INVESCO EXCH TRD SLF IDX FD 105,220.0 $2.2M 0.26% +3K +3.2% $20.99 -0.6%
34 IVW ISHARES TR 15,737.0 $2.2M 0.25% +620.0 +4.1% $137.53 +1.4%
35 SCHZ SCHWAB STRATEGIC TR 54,385.0 $1.3M 0.14% +5K +9.8% $23.13 -1.2%
36 GOVT ISHARES TR 49,730.0 $1.1M 0.13% +5K +10.1% $22.78 -1.1%
37 IUSB ISHARES TR 23,142.0 $1.1M 0.12% +2K +9.5% $46.15 -1.2%
38 ABBV ABBVIE INC Healthcare 3,672.0 $924K 0.11% +423.0 +13.0% $251.64 +4.8%
39 ACWX ISHARES TR 11,679.0 $889K 0.10% +2K +22.6% $76.11 +1.8%
40 MBB ISHARES TR 9,133.0 $863K 0.10% +775.0 +9.3% $94.52 -1.1%
Page 2 of 3  ·  45 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 56.8%
Industrials 12.2%
Consumer Cyclical 8.9%
Financial Services 6.9%
Communication Services 6.1%
Healthcare 4.6%
Energy 3.0%
Consumer Defensive 0.8%
Real Estate 0.4%
Utilities 0.2%