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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DTCR GLOBAL X FDS 1,134,209.0 $34.4M 3.98% NEW $30.37 -6.5%
2 UFO PROCURE ETF TRUST II 635,705.0 $32.2M 3.72% NEW $50.67 -7.7%
3 XTL SPDR SERIES TRUST 127,443.0 $29.0M 3.35% NEW $227.49 -5.5%
4 ICLN ISHARES TR 1,348,280.0 $27.6M 3.19% NEW $20.49 -13.2%
5 PFXF VANECK ETF TRUST 819,373.0 $14.6M 1.69% NEW $17.84 +0.9%
6 INTC INTEL CORP Technology 30,631.0 $4.3M 0.49% NEW $139.63 -32.4%
7 CNC CENTENE CORP DEL Healthcare 57,351.0 $3.7M 0.42% NEW $64.19 +1.0%
8 HPE HEWLETT PACKARD ENTERPRISE C Technology 80,570.0 $3.6M 0.42% NEW $45.11 +20.4%
9 GGOV BLACKROCK ETF TRUST II 6,219.0 $313K 0.04% NEW $50.29 -0.3%
10 IALT BLACKROCK ETF TRUST 11,014.0 $309K 0.04% NEW $28.05 +4.0%
11 DLR DIGITAL RLTY TR INC Real Estate 1,523.0 $273K 0.03% NEW $179.56 +8.4%
12 IXUS ISHARES TR 2,559.0 $244K 0.03% NEW $95.44 +2.1%
13 NTCT NETSCOUT SYS INC Technology 5,162.0 $225K 0.03% NEW $43.55 -11.3%
14 POWL POWELL INDS INC Industrials 742.0 $212K 0.03% NEW $286.36 -29.4%
15 V VISA INC Financial Services 612.0 $210K 0.02% NEW $343.36 +6.2%
16 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,893.0 $208K 0.02% NEW $109.77 -0.1%
17 VGT VANGUARD WORLD FD 1,736.0 $207K 0.02% NEW $119.52 -0.0%
18 STRL STERLING INFRASTRUCTURE INC Industrials 247.0 $207K 0.02% NEW $839.36 -35.3%
19 SPGP INVESCO EXCHANGE TRADED FD T 1,685.0 $206K 0.02% NEW $122.29 +4.8%
20 FDN FIRST TR EXCHANGE-TRADED FD 758.0 $201K 0.02% NEW $264.72 +7.5%

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%